--- 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: '2026-09-28' 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 HawkSoft's effective communication tools, enhancing customer interaction and streamlining agency operations. (2 mentions)
Users value the seamless integrations of HawkSoft, enhancing workflows and centralizing customer communication effectively. (2 mentions)
Users value the easy-to-use policy management tools in HawkSoft, enhancing daily agency operations and support. (2 mentions)
Users appreciate the centralization of HawkSoft, streamlining access to policies and customer communications in one place. (1 mentions)
Users love the excellent customer support from HawkSoft, making their experience efficient and manageable. (1 mentions)
Users desire improved integration with HubSpot, as transferring data to HawkSoft requires duplicate entries. (1 mentions)
Users face challenges with managing premium totals for multiple producers working with the same client. (1 mentions)

Top Pros or Advantages of HawkSoft

1. Communication
Users value HawkSoft's effective communication tools, enhancing customer interaction and streamlining agency operations.
See 2 mentions

See Related User Reviews

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

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. Integrations
Users value the seamless integrations of HawkSoft, enhancing workflows and centralizing customer communication effectively.
See 2 mentions

See Related User Reviews

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

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.

3. Policy Management
Users value the easy-to-use policy management tools in HawkSoft, enhancing daily agency operations and support.
See 2 mentions

See Related User Reviews

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

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.

4. Centralization
Users appreciate the centralization of HawkSoft, streamlining access to policies and customer communications in one place.
See 1 mentions

See Related User Reviews

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.

5. Client Management
Users love the excellent customer support from HawkSoft, making their experience efficient and manageable.
See 1 mentions

See Related User Reviews

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 desire improved integration with HubSpot, as transferring data to HawkSoft requires duplicate entries.
See 1 mentions

See Related User Reviews

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 face challenges with managing premium totals for multiple producers working with the same client.
See 1 mentions

See Related User Reviews

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

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HawkSoft Reviews (84)

Reviews

HawkSoft Reviews (84)

4.8
84 reviews
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PB
Philip B.
PRINCIPAL OWNER
Small-Business (50 or fewer emp.)
"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.

Response from Rachel Stauffer of HawkSoft
Edit 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.

Nick L.
NL
Nick L.
Agent
Small-Business (50 or fewer emp.)
"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.

Response from of HawkSoft
Edit 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!

Scot H.
SH
Scot H.
President / manager
Small-Business (50 or fewer emp.)
"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.

Response from Rachel Stauffer of HawkSoft
Edit 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!

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"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.

Response from of HawkSoft
Edit 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!

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"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?

Too 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.

Response from Rachel Stauffer of HawkSoft
Edit 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).

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"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.

Response from of HawkSoft
Edit 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!

SG
SHAMPRIE G.
CSR
Small-Business (50 or fewer emp.)
"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.

Response from of HawkSoft
Edit edit

We appreciate the review, Shamprie. We'd glad that you find the system easy to navigate and user friendly. Thank you!

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"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.

Response from Rachel Stauffer of HawkSoft
Edit 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.

Tannya B.
TB
Tannya B.
Board of Director
Small-Business (50 or fewer emp.)
"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.

Response from Rachel Stauffer of HawkSoft
Edit 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!

Nikhil D.
ND
Nikhil D.
Team Lead
Mid-Market (51-1000 emp.)
"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.

Response from of HawkSoft
Edit 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!
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