--- title: HawkSoft Reviews meta_title: 'HawkSoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 84 reviews by the users' company size, role or industry to find out how HawkSoft works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 84 scale: '5' date_modified: '2026-07-17' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # HawkSoft Reviews **Vendor:** Hawksoft **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.8/5.0 **Total Reviews:** 84 ## About HawkSoft Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to only two stakeholders – customers and employees. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry. Turn your agency into an insurtech powerhouse with our strategic software and API Partner integrations. ## HawkSoft Pros & Cons **What users like:** - Users value the **centralization** of customer communications and policies in HawkSoft, enhancing efficiency and organization. (1 reviews) - Users value the **excellent customer support** of HawkSoft, which enhances their overall experience and productivity. (1 reviews) - Users value the **excellent communication features** in HawkSoft, especially the ease of text and email integration. (1 reviews) - Users value the **responsive customer support** of HawkSoft, ensuring effective assistance for technical and functional needs. (1 reviews) - Users value the **download efficiency** of HawkSoft, which streamlines operations and enhances daily productivity. (1 reviews) - Downloads (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) - Email Integration (1 reviews) - Users value the **customer-centric approach** of HawkSoft, appreciating responsive support and effective management tools. (1 reviews) **What users dislike:** - Users struggle with **integration issues** as HawkSoft lacks bidirectional data transfer with HubSpot, necessitating duplicate entries. (1 reviews) - Users struggle with **managing premium totals** per Agency producer, which complicates collaboration on shared clients. (1 reviews) ## HawkSoft Reviews ### 1. WHY WE CHOSE HAWKSOFT **Rating:** 5.0/5.0 stars **Reviewed by:** Philip B. | PRINCIPAL OWNER, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** MY AGENCY DID NOT HAVE AN AGENCY MANAGEMENT SYSTEM. WHILE COMPARING OTHERS WE FOUND THE HAWKSOFT FEATURES TO BE BETTER AND MORE COMPLETE AND THE PRICING WAS MORE COMPETITIVE BY A MILE. **What do you dislike about HawkSoft?** THERE ARE TIMES WAITING FOR HELP COULD BE BETTER, BUT IT IS STILL BETTER THAN OTHER SERVICES INCLUDING THE PHONE COMPANY **What problems is HawkSoft solving and how is that benefiting you?** ORGANIZED, CLEAR TO READ AND SEARCH FOR INFO, **Official Response from Rachel Stauffer:** > Thanks so much for the great review, Philip! We're glad HawkSoft provides the comprehensive features and value your agency is looking for. We know it can be frustrating to wait to speak to support, but HawkSoft prides ourselves on having average phone wait times of under 2 minutes, and a 97% first-call resolution rate. We also have live chat available so you can always reach a live support rep quickly. ### 2. Great AMS system, great updates and the updates you actually want and need **Rating:** 5.0/5.0 stars **Reviewed by:** Nick L. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** It is so easy to use, the buttons and process are titled correctly and make sense for what your doing **What do you dislike about HawkSoft?** Overall there is not much to dislike. We get kicked off from time to time, but that happens with every AMS system **What problems is HawkSoft solving and how is that benefiting you?** Continually updating the product and making it easier to use and adding more features **Official Response:** > We're happy that you find the system easy to use and are glad that you enjoy the updates. We find it important to adapt to the independent agent's needs. Thank you for the review, Nick! ### 3. Easy to use management system **Rating:** 5.0/5.0 stars **Reviewed by:** Scot H. | President / manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** Ease of use - the flow of how you work through the system - putting in log notes, attaching files and then the ability to look up items. **What do you dislike about HawkSoft?** Commercial insurance entry is not there strong suit but they are getting better. **What problems is HawkSoft solving and how is that benefiting you?** Not aware of any problems I am asking them to solve. **Official Response from Rachel Stauffer:** > Thanks for leaving us such a great review, Scot! We're glad your agency finds HawkSoft easy to use. While our personal lines features are more robust, we do have many commercial lines users as well, and we continue to add more commercial features. If you have any suggestions of what you'd like to see, feel free to send them to marketing@hawksoft.com! ### 4. HawkSoft is a very simple system to navigate. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** I like that Hawksoft systematically walks you through the process of a change and then gives you the option to forward or complete the task directly with the carrier all in one step **What do you dislike about HawkSoft?** I dislike that it does not provide any personal agency customization. There are no options to customize for Ind Health Insurance or Medicare. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft is solving the problem of client and policy and management - All the information you need all in one place **Official Response:** > We appreciate the review and your candid feedback in regards to Ind Health Insurance or Medicare. We're glad that our system is solving a problem for you in policy/client management. Thank you! ### 5. Easy to use but i feel it can improve **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** The reports are a great asset. I really like that you added annualized premium. **What do you dislike about HawkSoft?** To many clicking buttons - that you cannot go in and edit even the client's personal information without going through all the steps. For instance, I spelled the client's last name wrong - I feel I should be able to click on named insured and correct it or birth date etc. Or even correcting an invoice is not real easy. **What problems is HawkSoft solving and how is that benefiting you?** None at this point **Official Response from Rachel Stauffer:** > Thanks for leaving us a review! We're glad you like using HawkSoft's reporting features. HawkSoft's proprietary Action Menu feature does require making a few clicks before completing an action, in order to keep every action on a client file documented for historical and E&O purposes. But we'd love to hear any suggestions you have or improvements you'd like to see - feel free to send comments to marketing@hawksoft.com! Feedback from agents is what drives our product forward (in fact, the annualized premium feature you mentioned was added because of agency feedback). ### 6. The support is amazing and the software is easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2022 **What do you like best about HawkSoft?** Customer support. They can always resolve my issue via telephone and online session **What do you dislike about HawkSoft?** Having to press ok several times to get out of some updates.I can see a check to be sure you are good with what you did. I don't need 4. **What problems is HawkSoft solving and how is that benefiting you?** Every update there are things that help me use the system in new ways or in better ways. **Official Response:** > We're so glad that the updates to the system are helping your agency! We love to hear from customers and implement changes that directly help them. Thank you for your feedback in regards to updates. We understand that it can be frustrating. We appreciate you being a member of the HawkSoft family! ### 7. USER FRIENDLY **Rating:** 5.0/5.0 stars **Reviewed by:** SHAMPRIE G. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** EASY TO NAVIGATE, EASY TO CATCH ON, GOOD SYSTEM **What do you dislike about HawkSoft?** I HAVE NO DISLIKES, IF I COULD CHANGE ANYTHING IT WOULD BE LESS UPDATES **What problems is HawkSoft solving and how is that benefiting you?** IT MAKES IT IS TO KEEP UP WITH CUSTOMERS , I CAN SEE WHAT WAS DONE PREVIOUSLY , I ALSO LOVE THAT THE DOWNLOADS AUTOMATICALLY UPDATE **Official Response:** > We appreciate the review, Shamprie. We'd glad that you find the system easy to navigate and user friendly. Thank you! ### 8. Clean user experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** The user interface is clean and is created to keep the user moving forward in their day without unnecessary delays. **What do you dislike about HawkSoft?** So far, the transition has been easy and have no complaints. **What problems is HawkSoft solving and how is that benefiting you?** The integration with our phone system was critical in the selection of Hawksoft. **Official Response from Rachel Stauffer:** > Thanks for leaving us such a great review! We're happy to hear your agency is happy with HawkSoft and that it provides the integrations you need to function efficiently. ### 9. Client Management System for Independent Agency **Rating:** 3.0/5.0 stars **Reviewed by:** Tannya B. | Board of Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2022 **What do you like best about HawkSoft?** like the ability to just click on an item and it instantly copies it **What do you dislike about HawkSoft?** alot of the functions did not work correctly **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft downloaded policy data from the carrier into the system **Official Response from Rachel Stauffer:** > Thanks for leaving us a review, Tannya! We're sorry to hear there are elements that are not working well for you, and we want to do everything we can to make sure HawkSoft is meeting the needs of your agency. We'll have a member of our Customer Success team reach out to you to see how we can help! ### 10. One of the best CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Nikhil D. | Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2022 **What do you like best about HawkSoft?** Simplicity of entering and managing data **What do you dislike about HawkSoft?** No action can be undone if entered wrong **What problems is HawkSoft solving and how is that benefiting you?** Has helped in creating and maintaining a huge customer information database without much of a hassle. The function of setting reminders help in daily productivity. **Official Response:** > Thank you for the review! We're glad that your find the system simple and that it's helped you maintain customer relationships. We appreciate you feedback! ### 11. Easy to use, reliable, good features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** Easy to learn for new employees in our co **What do you dislike about HawkSoft?** Some data doesn't transfer to Acord form **What problems is HawkSoft solving and how is that benefiting you?** Quick client look up and organization **Official Response from Rachel Stauffer:** > Thanks so much for leaving such a great review! We're glad you find HawkSoft quick and easy to use. We're always working on getting more data into ACORD forms, so if there are specific forms or fields you'd like to see, let us know at marketing@hawksoft.com and we'll see what we can do! ### 12. Great overall but a little on the slower side. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2021 **What do you like best about HawkSoft?** It's easy to search for customers that call in. I can make notes on each customer. They also give great tips and tricks on how you can be more efficient. **What do you dislike about HawkSoft?** It's a little slower than some other platforms I have used in the past. It also lags behind when I need it the most. **Recommendations to others considering HawkSoft:** Make sure that you have good internet service or it will not run properly. Watch their YouTube videos to find out how to learn more and work better with their system. **What problems is HawkSoft solving and how is that benefiting you?** I can simplify how I look for my customers when they call in about their insurance. It makes it easier for me that I can search by name, number, address, or policy # of that person. ### 13. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2021 **What do you like best about HawkSoft?** It's a very easy program to use because i can watch programs and videos on how to use them even if you're new to it. The customer service staff are so kind. **What do you dislike about HawkSoft?** so far so good. i don't have any problems yet **What problems is HawkSoft solving and how is that benefiting you?** system's video training ### 14. Easy to use client management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2021 **What do you like best about HawkSoft?** Easy to input and sort client data. Lots of space for misc data and easy to store documentation. **What do you dislike about HawkSoft?** Not able to search by multiple location addresses for the same client - only searchable by mailing address. **What problems is HawkSoft solving and how is that benefiting you?** Easily able to save documents/emails and search these saved documents. All paper files are now in the system instead of at our office ### 15. Use Hawksoft as a CRM and Document Management resource. **Rating:** 4.0/5.0 stars **Reviewed by:** Levi C. | A, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about HawkSoft?** The ability to have all docs electronically available and easily accessible **What do you dislike about HawkSoft?** The ability to navigate is outdated compared to other CRM tools/software **Recommendations to others considering HawkSoft:** Look to other CRMs if looking for a modern-looking CRM tool **What problems is HawkSoft solving and how is that benefiting you?** Document management and CRM capabilities ### 16. Hawksoft **Rating:** 4.0/5.0 stars **Reviewed by:** LINDSEY M. | Personal Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2021 **What do you like best about HawkSoft?** Easy to navigate through and very cost effective. **What do you dislike about HawkSoft?** It's a fundamental software program and lacks some of the essential elements that other programs offer. **What problems is HawkSoft solving and how is that benefiting you?** It offers text correspondence options with clients ### 17. Horribly Unreliable: Otherwise a Good Product **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2020 **What do you like best about HawkSoft?** I can only speak comparatively; this was a much more modern system than what we had used in times past. **What do you dislike about HawkSoft?** Reliability is just awful. Way too frequent, do we have issues where some or all of our users lose work or are locked out of the system. **Recommendations to others considering HawkSoft:** You somehow need to verify that downtime and loss of work will not be an issue. I wouldn't sign a contract with any less than 2 hours downtime per fiscal year. **What problems is HawkSoft solving and how is that benefiting you?** The reports functionality has been a plus. It allows for large workflows/numbers of tasks to be completed in a day, but again, reliability for the past 5 months (as of December 2020) has been bad. ### 18. Complete Custom Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Dave P. | Personal Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about HawkSoft?** The ease of use, the ability to organize documents, the simplicity of making changes. All of the features that allows us to keep track of every interaction and create the story so that any one can pull up the file and assist. The archived feature allows us to go as far back as implementation to view the policies and attached documents to view and work from. **What do you dislike about HawkSoft?** The need to close out should option to return to last session when updates are not required **Recommendations to others considering HawkSoft:** Well worth every penny. The ROI has to be well above comparative CRM systems. **What problems is HawkSoft solving and how is that benefiting you?** The need to use other software to send and store documents. Easy ability to link clients. Send and store electronic communications. We no longer have to seek out the last point of contact to determine an issue. As we update information we are capable of categorizing new business with rewritten business. ### 19. Great tool for an agency **Rating:** 5.0/5.0 stars **Reviewed by:** Mirza M. | Office Manager , Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2019 **What do you like best about HawkSoft?** It is an essential part of our workflow, It compatible with all our other agency software. Plus the customer service is amazing! Any question we have had gets answered quickly and accurately by a real person. **What do you dislike about HawkSoft?** It takes a bit of time to learn and take advantage of all the features. We have been users for a few years and are still learning new things. The interface takes a bit of getting used to. **Recommendations to others considering HawkSoft:** GIve the company a call. They are probably the friendliest staff we have ever dealt with. They will answer any questions you have right away. **What problems is HawkSoft solving and how is that benefiting you?** We can have a secure location to store customer data. It is great that we can create log notes when we send something to be e-signed. Having a central location for everyone to be able to access the same info is great. It helps our clients have a better customer service experience. ### 20. Very flexible **Rating:** 5.0/5.0 stars **Reviewed by:** Jill R. | Business Accountant, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2019 **What do you like best about HawkSoft?** Effectively tweaked for individual needs. You can picked your settings and scan choices for each tab and screen work. It has every one of the fancy odds and ends one could want from such kind of frameworks. Simple of utilization, help on the each snap and incorporation with different bearers, rating sites makes this framework flawless arrangement. I could ace it inside only couple of long stretches of utilization. **What do you dislike about HawkSoft?** It can be quite slow at processing things, and you also constantly get kicked out of it if you network becomes slow. **Recommendations to others considering HawkSoft:** It is an incredible software on the off chance that you are a little office and have a blended book. In the event that you aren't searching for substantial customization, at that point it works extraordinary. It is a little bulky with regards to setting "tensions" and doing catch up sort work. **What problems is HawkSoft solving and how is that benefiting you?** We can oversee arrangements viably (generally). We had the capacity to keep up our staffing level while expanding the quantity of customers. ### 21. Best AMS for growing agency **Rating:** 5.0/5.0 stars **Reviewed by:** Sagar R. | Subject Matter Expert, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2018 **What do you like best about HawkSoft?** I have been using HawkSoft CMS since 2008 for the agency I work with. System was fantastic to start with even in 2008, but it kept evolving every year with new features and turned into THE BEST system I ever came across. It has all the bells and whistles one could wish for from such type of systems. Easy of use, help on the every click and integration with other carriers, rating websites makes this system perfect solution. I am not an insurance agent, however I could master it within just few days of use. **What do you dislike about HawkSoft?** None. Its just perfect. HawkSoft people already keep adding new features, improving, fixing it to the system which is already perfect. **Recommendations to others considering HawkSoft:** Highly recommended for any small to well established agency. **What problems is HawkSoft solving and how is that benefiting you?** We are storing and maintaining over 1000 customers in HawkSoft, seamlessly and effortlessly. Fetching customer info, updating data, printing documents/certificates is piece of cake in HakwSoft. Every agency must have this system. ### 22. Hawksoft Agency Managment **Rating:** 5.0/5.0 stars **Reviewed by:** Holly K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2019 **What do you like best about HawkSoft?** I love the E&O fail proof action button and the user settings, integration to companies websites **What do you dislike about HawkSoft?** Accounting functions alone are not enough without quick books **What problems is HawkSoft solving and how is that benefiting you?** Reports for commissions and agency intelligence ### 23. Hawksoft Daily Use for managing office **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2019 **What do you like best about HawkSoft?** Easy integration to insurance carriers. Notes and actions are synced seemlessly. System is user friendly and quick to pick up and understand. Really like how easy it is to keep statements and other information for ready use in the system. The support is by far the best I've ever had. **What do you dislike about HawkSoft?** A little bit heavy on the desktop -- requires the parallels client. I would recommend having a pc that isn't bare bones as it does drag resources **Recommendations to others considering HawkSoft:** Work with the team - they give fantastic support and are very willing to help you be successful **What problems is HawkSoft solving and how is that benefiting you?** Coordinate across offices and sync up all the back and forth with insurance policies and customer / client communications ### 24. Awesome client management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 30, 2019 **What do you like best about HawkSoft?** I love how easy it is to change status from to active and making payments. **What do you dislike about HawkSoft?** It crashes sometimes. Freezes and deletes data. **What problems is HawkSoft solving and how is that benefiting you?** We can see sales per day. Type of transactions and narrow down by user and office. Pretty awesome. ### 25. Somewhat east to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2019 **What do you like best about HawkSoft?** your current customers are easy to change back and forth through **What do you dislike about HawkSoft?** to many steps to add something new into it **What problems is HawkSoft solving and how is that benefiting you?** Client database going paperless, Easy to track sales ### 26. Ease of use. **Rating:** 5.0/5.0 stars **Reviewed by:** Amy M. | PLCS, Senior Personal Lines Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2018 **What do you like best about HawkSoft?** I like how easy this software is to use. And the customer service members are always so helpful in figuring out what needs to happen to make things better. **What do you dislike about HawkSoft?** The only one thing I don’t like is that there is not a close all button to close out all of the current tabs that you have open. **Recommendations to others considering HawkSoft:** Easy to use program! **What problems is HawkSoft solving and how is that benefiting you?** I use this everyday as for our client management system. ### 27. Fast and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Argelea Q. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2018 **What do you like best about HawkSoft?** You have access to many different features for your policy's. **What do you dislike about HawkSoft?** There is nothing to dislike about this system. **Recommendations to others considering HawkSoft:** Definitely worth it. **What problems is HawkSoft solving and how is that benefiting you?** You are able to send out documents for signatures, send text's, and much more. ### 28. Excellent product that works almost perfectly. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2018 **What do you like best about HawkSoft?** They are constantly updating the software and making improvements. I like the reminders that let me know what I need to do daily. **What do you dislike about HawkSoft?** That not all of our insurance carriers (Pacific Specialty for example) don't upload to their site, and I have do do those manually.This is time consuming. **Recommendations to others considering HawkSoft:** We are a small but very busy insurance agency. Hawk keeps us connected and once I learned how to use it, I love it. Plus they have great customer support and when I first started I had loads of questions. I didn't get to learn when the rest of the team did, which was a setback, but now I enjoy the program. **What problems is HawkSoft solving and how is that benefiting you?** It's great to be able to run reports to let me know who's coming up for renewals or when to send birthday cards. It's got a lot of different statistics so I can find exactly what I need. It's very specific. ### 29. Hawksoft for Insurance Agents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2018 **What do you like best about HawkSoft?** HEasy to self teach. I didn’t have to sit thru webinars to get the basics down. **What do you dislike about HawkSoft?** the report function is very confusing and hard to use. No iPhone app - this is a big deal. **Recommendations to others considering HawkSoft:** It’s easy to self teach **What problems is HawkSoft solving and how is that benefiting you?** Easy to track clients and prospects. Easy to create suspenses. Easy to maintain all your client data. ### 30. Easy for people who love shortcut keys! **Rating:** 5.0/5.0 stars **Reviewed by:** Marisa L. | Marketing Specialist, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2018 **What do you like best about HawkSoft?** Shortcut keys are amazing and make work so simple. **What do you dislike about HawkSoft?** It’s a little difficult to grasp at first but they have tutorial/help videos that are useful. **What problems is HawkSoft solving and how is that benefiting you?** Using hawksoft makes the workflow seamless. Utilizing suspenses is wonderful. ### 31. Best agency management system **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha G. | Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2017 **What do you like best about HawkSoft?** everything from being able to email from a client file to keeping all of a client's docs in a virtual folder. Making payments is a breeze and keeping information up to date is easy and easy to find. **What do you dislike about HawkSoft?** Recent updates just moved around some of the icons and where to find things. I don't necessarily dislike it I just need to get used to it. **Recommendations to others considering HawkSoft:** Everything in this program runs smoothly. I've used TAM and another program at some old jobs I can't remember by name but this one has been the easiest to use and you get more bang for your buck on what you have available to use. **What problems is HawkSoft solving and how is that benefiting you?** Everything an insurance agency needs to run their business proficiently. ### 32. Customization for each agency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2017 **What do you like best about HawkSoft?** Hawksoft is very user friendly. It is up to date on technology such as texting from the system. Quotes and policies can easily be seen from the main page which makes cross selling easier and more efficient. The company can customize it for your agency if there is anything you want that they do not have already. **What do you dislike about HawkSoft?** I do not really dislike anything about the program other than that my new agency doesn't use them! **Recommendations to others considering HawkSoft:** GIve it a shot. They are ahead of the curve. **What problems is HawkSoft solving and how is that benefiting you?** I was able to see all policies, run reports easily, easy task follow ups, notes system was very efficient. I ran a birthday list and was easily able to send a text or email on a daily basis to each of them. ### 33. User friendly and organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about HawkSoft?** I really like how detailed you. an hey with HawkSoft and I especially like how I can store all my files as attachments on different tabs for different insurances and taxes. It's made my job easier than manually separating everything in paper form. **What do you dislike about HawkSoft?** I do not enjoy how inputting information sometimes requires one specific thing (email) or else the profile won't be created. It's annoying when you have older clientele who don't necessarily use email. **Recommendations to others considering HawkSoft:** I would highly recommend getting someone to show you the ropes of how it is used. It is simple enough to be learned on your own but I had someone show me how to use it and after one day, I already knew the ins and outs of the system perfectly. **What problems is HawkSoft solving and how is that benefiting you?** We are making the process go faster and letting all our staff view information easily on one platform. We are also able to check exactly what time and date information was logged and by which person so we can know immediately who to ask. ### 34. Decent Product for a smaller agency **Rating:** 3.5/5.0 stars **Reviewed by:** Erik J. | Director of Sales and Operations, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2016 **What do you like best about HawkSoft?** It is easy to set up, but you need to make sure you're on top of it all the time. There certificate of insurance processing it very easy to use. Acord forms fill out automatically for the most part, there accounting is basic but functional. **What do you dislike about HawkSoft?** They use an old platform of connecting through Visual Workspace or RDP unless you spend the money to deploy on site. It can be quite slow at processing things, and you also constantly get kicked out of it if you network becomes slow. **Recommendations to others considering HawkSoft:** They are great if you are a small agency and have a mixed book. If you aren't looking for heavy customization then it works great. It is a little cumbersome when it comes to setting "suspenses" and doing follow up type work. **What problems is HawkSoft solving and how is that benefiting you?** We are able to manage policies effectively (for the most part). We switched from using GBS and at that time it solved the issue of producing certs and acords. We were able to maintain our staffing level while increasing the number of clients. ## HawkSoft Discussions - [What is applied epic?](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) - 2 comments - [What does EZLynx cost?](https://www.g2.com/discussions/what-does-ezlynx-cost) - 1 comment - [View HawkSoft pricing details and edition comparison](https://www.g2.com/products/hawksoft/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+07%3A10%3A23+-0500&secure%5Bsession_id%5D=3d985529-190d-44e8-ba7b-62a768ad0767&secure%5Btoken%5D=6e72491d9067e7fe2ec0946df94b2436e900da30157b4b77fdd5f94291c89fa0&format=llm_user) ## HawkSoft Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) ## HawkSoft Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top HawkSoft Alternatives - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (701 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,661 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (938 reviews)