--- 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) SR Sagar R. Subject Matter Expert Information Technology and Services Small-Business (50 or fewer emp.) 11/20/2018 "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. Recommendations to others considering HawkSoft: Highly recommended for any small to well established agency. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Holly K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Holly K.") HK Holly K. Owner Small-Business (50 or fewer emp.) 7/11/2019 "Hawksoft Agency Managment " 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 quick books Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Reports for commissions and agency intelligence Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 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.) 1/30/2019 "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 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. 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. Recommendations to others considering HawkSoft: Work with the team - they give fantastic support and are very willing to help you be successful Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Enterprise (\> 1000 emp.) 3/30/2019 "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. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 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.) 4/10/2019 "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. What problems is HawkSoft solving and how is that benefiting you? Client database going paperless, Easy to track sales Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Amy M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy M.") AM Amy M. PLCS, Senior Personal Lines Agent Small-Business (50 or fewer emp.) 10/19/2018 "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. Recommendations to others considering HawkSoft: Easy to use program! Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? I use this everyday as for our client management system. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite AQ Argelea Q. Small-Business (50 or fewer emp.) 9/28/2018 "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. Recommendations to others considering HawkSoft: Definitely worth it. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 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.) 3/8/2018 "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. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 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.) 1/2/2018 "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. Recommendations to others considering HawkSoft: It’s easy to self teach Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 9/12/2018 Validated ReviewerIncentivizedSource: G2 invite ![Marisa L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marisa L.") ML Marisa L. Marketing Specialist Insurance Small-Business (50 or fewer emp.) 4/24/2018 "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. What problems is HawkSoft solving and how is that benefiting you? Using hawksoft makes the workflow seamless. Utilizing suspenses is wonderful. Review collected by and hosted on G2.com. 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