--- 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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SR
Sagar R.
Subject Matter Expert
Information Technology and Services
Small-Business (50 or fewer emp.)
"Best AMS for growing agency"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Holly K.
HK
Holly K.
Owner
Small-Business (50 or fewer emp.)
"Hawksoft Agency Management"
5/5
What do you like best about HawkSoft?

I love the E&O fail proof action button and the user settings, integration to companies websites Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

Accounting functions alone are not enough without QuickBooks Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Hawksoft Daily Use for managing office"
5/5
What do you like best about HawkSoft?

Easy integration to insurance carriers. Notes and actions are synced seamlessly. 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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Enterprise (> 1000 emp.)
"Awesome client management"
4.5/5
What do you like best about HawkSoft?

I love how easy it is to change status from to active and making payments. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

It crashes sometimes. Freezes and deletes data. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Somewhat east to use"
3/5
What do you like best about HawkSoft?

your current customers are easy to change back and forth through Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

to many steps to add something new into it Review collected by and hosted on G2.com.

Amy M.
AM
Amy M.
PLCS, Senior Personal Lines Agent
Small-Business (50 or fewer emp.)
"Ease of use."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AQ
Argelea Q.
Small-Business (50 or fewer emp.)
"Fast and Easy"
5/5
What do you like best about HawkSoft?

You have access to many different features for your policy's. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

There is nothing to dislike about this system. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Excellent product that works almost perfectly."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Hawksoft for Insurance Agents"
4.5/5
What do you like best about HawkSoft?

HEasy to self teach. I didn’t have to sit thru webinars to get the basics down. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

the report function is very confusing and hard to use.

No iPhone app - this is a big deal. Review collected by and hosted on G2.com.

Marisa L.
ML
Marisa L.
Marketing Specialist
Insurance
Small-Business (50 or fewer emp.)
"Easy for people who love shortcut keys!"
5/5
What do you like best about HawkSoft?

Shortcut keys are amazing and make work so simple. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

It’s a little difficult to grasp at first but they have tutorial/help videos that are useful. Review collected by and hosted on G2.com.
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