--- 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) PB Philip B. PRINCIPAL OWNER Small-Business (50 or fewer emp.) 8/23/2022 "WHY WE CHOSE HAWKSOFT" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? ORGANIZED, CLEAR TO READ AND SEARCH FOR INFO, 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-7023243/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Nick L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nick L.") NL Nick L. Agent Small-Business (50 or fewer emp.) 8/23/2022 "Great AMS system, great updates and the updates you actually want and need" 5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-7023179/official_response/edit) 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! 8/25/2022 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Scot H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scot H.") SH Scot H. President / manager Small-Business (50 or fewer emp.) 8/23/2022 "Easy to use management system" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? Commercial insurance entry is not there strong suit but they are getting better. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Not aware of any problems I am asking them to solve. 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-7023566/official_response/edit) 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! 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.) 8/23/2022 "HawkSoft is a very simple system to navigate." 5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-7024275/official_response/edit) 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! 8/25/2022 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.) 8/23/2022 "Easy to use but i feel it can improve" 3.5/5 What do you like best about HawkSoft? The reports are a great asset. I really like that you added annualized premium. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? None at this point 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-7023238/official_response/edit) 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). 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.) 8/25/2022 "The support is amazing and the software is easy to use." 5/5 What do you like best about HawkSoft? Customer support. They can always resolve my issue via telephone and online session Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-7035608/official_response/edit) 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! Current UserValidated ReviewerIncentivizedSource: Seller invite SG SHAMPRIE G. CSR Small-Business (50 or fewer emp.) 8/23/2022 "USER FRIENDLY" 5/5 What do you like best about HawkSoft? EASY TO NAVIGATE, EASY TO CATCH ON, GOOD SYSTEM Review collected by and hosted on G2.com. What do you dislike about HawkSoft? I HAVE NO DISLIKES, IF I COULD CHANGE ANYTHING IT WOULD BE LESS UPDATES Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-7024135/official_response/edit) We appreciate the review, Shamprie. We'd glad that you find the system easy to navigate and user friendly. Thank you! Validated 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.) 8/23/2022 "Clean user experience" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? So far, the transition has been easy and have no complaints. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? The integration with our phone system was critical in the selection of Hawksoft. 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-7023706/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Tannya B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tannya B.") TB Tannya B. Board of Director Small-Business (50 or fewer emp.) 9/13/2022 "Client Management System for Independent Agency" 3/5 What do you like best about HawkSoft? like the ability to just click on an item and it instantly copies it Review collected by and hosted on G2.com. What do you dislike about HawkSoft? alot of the functions did not work correctly Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Hawksoft downloaded policy data from the carrier into the system 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-7096752/official_response/edit) 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! Validated ReviewerIncentivizedSource: G2 invite ![Nikhil D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikhil D.") ND Nikhil D. Team Lead Mid-Market (51-1000 emp.) 7/27/2022 "One of the best CRM" 4.5/5 What do you like best about HawkSoft? Simplicity of entering and managing data Review collected by and hosted on G2.com. What do you dislike about HawkSoft? No action can be undone if entered wrong Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-6899996/official_response/edit) 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! Validated ReviewerIncentivizedSource: G2 invite ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)[Insurance Suites](https://www.g2.com/categories/insurance-suites)[Property & Casualty Policy Administration Systems](https://www.g2.com/categories/property-casualty-policy-administration-systems) ##### Explore More [What is the most secure MFA solution for regulated industries?](https://www.g2.com/discussions/what-is-the-most-secure-mfa-solution-for-regulated-industries)[MFT solutions with best user reviews](https://www.g2.com/discussions/mft-solutions-with-best-user-reviews)[Which solution supports agile and waterfall project methodologies?](https://www.g2.com/discussions/which-solution-supports-agile-and-waterfall-project-methodologies) [Which community association management platforms offer mobile access for busy residents and managers?](https://www.g2.com/discussions/which-community-association-management-platforms-offer-mobile-access-for-busy-residents-and-managers)[Best data observability software](https://www.g2.com/discussions/best-data-observability-software)[Pros and Cons Details](https://www.g2.com/products/hawksoft/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)