--- 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: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- ### HawkSoft Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **centralization** of customer communications and policies in HawkSoft, enhancing efficiency and organization. [(1 mentions)](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550568&qs=pros-and-cons#reviews) Users value the **excellent customer support** of HawkSoft, which enhances their overall experience and productivity. [(1 mentions)](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=2025289&qs=pros-and-cons#reviews) Users value the **excellent communication features** in HawkSoft, especially the ease of text and email integration. [(1 mentions)](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550730&qs=pros-and-cons#reviews) Users value the **responsive customer support** of HawkSoft, ensuring effective assistance for technical and functional needs. [(1 mentions)](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1551004&qs=pros-and-cons#reviews) Users value the **download efficiency** of HawkSoft, which streamlines operations and enhances daily productivity. [(1 mentions)](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=2025297&qs=pros-and-cons#reviews) Users struggle with **integration issues** as HawkSoft lacks bidirectional data transfer with HubSpot, necessitating duplicate entries. [(1 mentions)](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550433&qs=pros-and-cons#reviews) Users struggle with **managing premium totals** per Agency producer, which complicates collaboration on shared clients. [(1 mentions)](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=2025270&qs=pros-and-cons#reviews) ### Top Pros or Advantages of HawkSoft ##### 1. Centralization Users value the **centralization** of customer communications and policies in HawkSoft, enhancing efficiency and organization. [ See 1 mentions ](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550568&qs=pros-and-cons#reviews) See Related User Reviews ![Terrill S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Terrill S.") TS Terrill S. Small-Business (50 or fewer emp.) 5.0/5 "Hawk Soft review" What do you like about HawkSoft? I like how it works with Hub Spot so you are able to see the policies in one place where all the communication to the customer is located. ##### 2. Client Management Users value the **excellent customer support** of HawkSoft, which enhances their overall experience and productivity. [ See 1 mentions ](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=2025289&qs=pros-and-cons#reviews) See Related User Reviews ![Shannen S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannen S.") SS Shannen S. Small-Business (50 or fewer emp.) 4.0/5 "Great CRM for Insurance Agencies" What do you like about HawkSoft? My favorite customer management tools within HawkSoft are email integration, the policy suspense tool, and the daily download reports. Our Agency has ##### 3. Communication Users value the **excellent communication features** in HawkSoft, especially the ease of text and email integration. [ See 1 mentions ](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550730&qs=pros-and-cons#reviews) See Related User Reviews ![Shannen S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannen S.") SS Shannen S. Small-Business (50 or fewer emp.) 4.0/5 "Great CRM for Insurance Agencies" What do you like about HawkSoft? My favorite customer management tools within HawkSoft are email integration, the policy suspense tool, and the daily download reports. Our Agency has ##### 4. Customer Support Users value the **responsive customer support** of HawkSoft, ensuring effective assistance for technical and functional needs. [ See 1 mentions ](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1551004&qs=pros-and-cons#reviews) See Related User Reviews ![Shannen S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannen S.") SS Shannen S. Small-Business (50 or fewer emp.) 4.0/5 "Great CRM for Insurance Agencies" What do you like about HawkSoft? My favorite customer management tools within HawkSoft are email integration, the policy suspense tool, and the daily download reports. Our Agency has ##### 5. Download Efficiency Users value the **download efficiency** of HawkSoft, which streamlines operations and enhances daily productivity. [ See 1 mentions ](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=2025297&qs=pros-and-cons#reviews) See Related User Reviews ![Shannen S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannen S.") SS Shannen S. Small-Business (50 or fewer emp.) 4.0/5 "Great CRM for Insurance Agencies" What do you like about HawkSoft? My favorite customer management tools within HawkSoft are email integration, the policy suspense tool, and the daily download reports. Our Agency has ### Top Cons or Disadvantages of HawkSoft ##### 1. Integration Issues Users struggle with **integration issues** as HawkSoft lacks bidirectional data transfer with HubSpot, necessitating duplicate entries. [ See 1 mentions ](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550433&qs=pros-and-cons#reviews) See Related User Reviews ![Terrill S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Terrill S.") TS Terrill S. Small-Business (50 or fewer emp.) 5.0/5 "Hawk Soft review" What do you dislike about HawkSoft? I wish that Hawk Soft had the ability to transfer information from Hub Spot so you dont have to log informaiton in 2 separate places. Hawk Soft transf ##### 2. Policy Management Users struggle with **managing premium totals** per Agency producer, which complicates collaboration on shared clients. [ See 1 mentions ](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=2025270&qs=pros-and-cons#reviews) See Related User Reviews ![Shannen S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannen S.") SS Shannen S. Small-Business (50 or fewer emp.) 4.0/5 "Great CRM for Insurance Agencies" What do you dislike about HawkSoft? The only pain point with this system that I have found is managing premium totals per Agency producer when multiple producers are working with the sam ## Top-Rated Alternatives [ ![EZLynx](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ ![Applied Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360") AMS360 4.3/5(968) ](https://www.g2.com/products/ams360/reviews) [ View All Alternatives ](https://www.g2.com/products/hawksoft/competitors/alternatives) JS Jessica S. Small-Business (50 or fewer emp.) 6/28/2023 "Great for Insurance" 4/5 What do you like best about HawkSoft? It's pretty user friendly and easy to learn. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? I wish there were more templates for commercial policies. Boats could include more as well when entering. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Organization of policies is helping. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8233672/official_response/edit) Thank you for the review, Jessica! We are happy to hear that the system is user friendly. We appreciate your feedback as well. Please click the link below and submit an inquiry form so your dedicated HawkSoft Customer Success Manager can reach out to you and assist you with customized templates. [See how HawkSoft improved](https://www.wrike.com/frontend/requestforms/index.html?token=eyJhY2NvdW50SWQiOjExNzc5MDIsInRhc2tGb3JtSWQiOjYzODc3MH0JNDc5NzUwMzU5NzkxNgljZGIwNzJmYTgxODg3YTM0MWZjMzlmMDdhMGUzNDI1N2Q0MmVjNGU0NmE1NmFhMGE4N2M5OTAwZjYwYjUxOTY3) Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 6/15/2023 "Client Services Receptionist" 5/5 What do you like best about HawkSoft? Your system is very user friendly. The seamless ease of access exceeds other agency management systems I have used. The help desk employees are amazing . Review collected by and hosted on G2.com. What do you dislike about HawkSoft? I have used other agency management systems, and by far you are above all others . No complaints, other than the occasional Cloud internet issues. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Hawksoft is helping maintain our clients information and data. We just recently opted into Formstack and this has been a great transition. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8222330/official_response/edit) We are happy that you're enjoying the integration with Formstack and that our product support team has delivered an exceptional experience. Thank you for the kind review and let us know how we can help your agency in the future. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 6/20/2023 "Hawksoft is user friendly" 5/5 What do you like best about HawkSoft? It is easy to use and stores a lot of information. It also can manage workflows and simplify the quoting process. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? Some of the processes take a bit of time to learn. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? I use it to manage our clients and keep track of everything. The suspense system helps to make sure that nothing is overlooked. The system works well with email and the drag and drop ability is very useful. Review collected by and hosted on G2.com. Show More Response from Rachel Stauffer of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8237378/official_response/edit) Thanks for leaving us a great review! We're glad to hear you're satisfied with our client and task management features, as well as our email functionality. Thanks for being a HawkSoft customer! Current UserValidated ReviewerIncentivizedSource: Seller invite JH Jeff H. Small-Business (50 or fewer emp.) 6/22/2023 "Hawksoft experience" 5/5 What do you like best about HawkSoft? The support is fantastic. It is pretty intuitive. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? Using the parallels environment is slow and annoying Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Knowing more data about our book of business at a moment's notice is very helpful. Review collected by and hosted on G2.com. Show More Response from Rachel Stauffer of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8246857/official_response/edit) Thanks for the great review, Jeff! Happy to hear you're satisfied with our product and support team. Thanks for sharing your feedback about Parallels - we're excited to be roll out our new cloud platform this year, which can be accessed without the use of Parallels. Looking forward to an even better HawkSoft experience! Current UserValidated ReviewerIncentivizedSource: Seller invite IG Ivonne G. Small-Business (50 or fewer emp.) 6/16/2023 "Ive worked with them for 7 years and their software is very user friendly and simple to work with." 5/5 What do you like best about HawkSoft? The display and how easy it is to work with. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? I wish they could automatically add VINs when doing an evidence of insurance. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? So far nothing, everything has been pretty great. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8226570/official_response/edit) Thank you for the kind review, Ivonne! We're happy that you find HawkSoft very user friendly. We appreciate you expressing your concern about automatically adding VINs. If you have any further questions about HawkSoft in the future, don't hesitate to reach out! Current UserValidated ReviewerIncentivizedSource: Seller invite EB Eric B. Small-Business (50 or fewer emp.) 6/20/2023 "Easy to work with and none of the "extra accounting features" I do not need as an agency." 5/5 What do you like best about HawkSoft? Back-and-forth compatibility with raters. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? No space for notes on each policy "page" without creating a client tag. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Time date stamps on transactions and notes Review collected by and hosted on G2.com. Show More Response from Rachel Stauffer of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8236939/official_response/edit) Thanks for leaving us a great review, Eric! Glad to hear you're happy with HawkSoft's rater integration and documentation features. We've noted your feedback about your desire for functionality similar to client tags, but at the policy level. Thanks for sharing! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Mid-Market (51-1000 emp.) 6/16/2023 "Works great for us!" 5/5 What do you like best about HawkSoft? With the size of our organization, it is beneficial to have all the data together but also be able to split it out by location/office. HawkSoft is geat to work with! Review collected by and hosted on G2.com. What do you dislike about HawkSoft? HawkSoft works hard to stay current with advancing technology, but sometimes it feels like they are lagging behind. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? HawkSoft is moving to the cloud and should make things work better and faster. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8226590/official_response/edit) Thank you for the five-star review! We appreciate your feedback on HawkSoft staying up to date with technology. HawkSoft 6 will open up a lot of possibilities for the platform and we are excited for how it will benefit agencies. Please don't hesitate to reach out to us in the future if you have any questions. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 6/16/2023 "User Friendly" 5/5 What do you like best about HawkSoft? The software is easy to use and helps us as a team service our clients. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? The software can sometimes run slow which makes it harder to service our clients in a timely manner. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? It gives us a quick access way to review our client's policies and for us to make notes regarding our clients. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8226569/official_response/edit) Thank you for the review! We are happy to hear that HawkSoft is easy to use and helps your agency be more efficient. Please let us know how we can assist your agency in the future. Current UserValidated ReviewerSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 6/15/2023 "Hawksoft" 4.5/5 What do you like best about HawkSoft? Hawksoft is very user-friendly and allows for many tutorials and helpful links for new users. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? the cloud system does not integrate well outside of cloud when needing to upload or find documents Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? downloads with carriers and applying coverages and endorsements for ease of use Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8222161/official_response/edit) We are glad that you find HawkSoft very user-friendly! We appreciate your input on the uploading or finding of documents. We encourage you to reach out to our product support team if you need assistance. Thank you for the great review! Current UserValidated ReviewerIncentivizedSource: Seller invite RP Rebecca P. Small-Business (50 or fewer emp.) 6/13/2023 "Hawksoft Hawksoft Hawksoft" 5/5 What do you like best about HawkSoft? Hawksoft has simplified so much for our agency. From commissions, downloads, inputting data, saving files, keeping our clients information safe and in one place Review collected by and hosted on G2.com. What do you dislike about HawkSoft? I do wish it had more automation........ Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Hawksoft is keeping all of our information in one place. Helping with follow-ups. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8212015/official_response/edit) Rebecca, thank you for taking time out of your day for such a thoughtful review. We are happy that we made things simpler for your agency. In terms of automation, I'd encourage you to reach out to us and explain what you're looking for. We also have an expansive API program that can assist you. 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