As an independent agency, we have tried and tested multiple software, management systems, etc. Hawksoft has been, BY FAR, the easiest to work with. Our onboarding specialist spent hours helping us, was extremely knowledgeable, and expressed how much she loved her job. Any time we have questions or an issue arrises it always gets resolved after we call their support team. We can't begin to describe the great things Hawksoft has helped us do. It helps us stay organized, on task, and connected with our agents and clients. Review collected by and hosted on G2.com.

The only thing I dislike about HawkSoft is that.... honestly, I can't think of anything, especially when compared to the competing systems. Review collected by and hosted on G2.com.

I would highly recommend the HawkSoft insurance agency management system. This comprehensive solution demonstrates a commitment to continuous innovation and ensures it stays current with the ever-evolving technology trends.

One of the standout qualities of HawkSoft is the accessibility and responsiveness of its leadership team. They actively engage with the agent force and proactively respond to the needs and workflows of agents in their offices. It's evident that HawkSoft values the input and experiences of their users, as they prioritize incorporating user feedback into their system enhancements.

The support provided by HawkSoft is exceptional and sets them apart from others in the industry. Their support team goes above and beyond to address any concerns or issues promptly and effectively. Whether troubleshooting technical problems or providing guidance on system optimization, HawkSoft consistently delivers top-notch support.

In conclusion, HawkSoft's dedication to staying at the forefront of technology trends is commendable. They understand the importance of adapting to changes in the insurance industry and continuously improve their system to meet the evolving needs of insurance agencies. This commitment ensures users can leverage the latest tools and features to streamline their operations and enhance productivity. Review collected by and hosted on G2.com.

Our standout issue with HawkSoft has been the lack of portability and access to a cloud-based system. This has restricted our ability to service clients off-premises in the past. Fortunately, we were informed this year that they are moving to an actual, cloud-based platform early in 2024. Review collected by and hosted on G2.com.

In order to create and complete a process, you have to start and finish a log which helps prevent an employee from stating they did the work but forgot to document and also helps create a timeline should you have to defend against an E&O claim. Review collected by and hosted on G2.com.

Continually improving but still a work in progress to have a seamless API with vendors and carriers to help speed up the process of quoting/issuing/binding /servicing in our industry. Review collected by and hosted on G2.com.

My favorite thing about Hawksoft is that its leadership is dedicated to growth and improvement. There is so much interaction between them and all of us users that I am confident that we will always have a product that is relevant and functional to keep up with the times. The Hawksoft user group is a huge plus! Review collected by and hosted on G2.com.

The only issue I have with hawksoft is the challenges in creating and managing client files that doesn't involve too many steps, and that log suspenses can't be assigned in bulk outside of the download process. Review collected by and hosted on G2.com.

I enjoy how you have all the customer info in one file I also love the drag and drop options saves so much tim e Review collected by and hosted on G2.com.

sometimes it can be slow and a few communication issues with Progressive Review collected by and hosted on G2.com.

I love all the great features it has. You can send an email directly from a customer's account. You can go to a direct website off an account, making everything easier. Review collected by and hosted on G2.com.

I don't dislike anything. It's great! I think it should have a way where we can insert photos of our customers. For security purposes to confirm were speaking to the correct people when they come in the office. Review collected by and hosted on G2.com.

Our company has been using HawkSoft since July of 2004. The company strives for perfection and is constantly updating and adding new features to make it even better. Review collected by and hosted on G2.com.

I really cannot think of anything negative to say regarding the program. If there is an issue their tech support is one of the best in the industry, and will work with you until the issue is resolved or escalate it and then resolve it. Review collected by and hosted on G2.com.

Great customer support. All the information I need is just a click away. The customer support team really know what they are talking about and always have a quick solution. Review collected by and hosted on G2.com.

I wish I could make each section larger or small. I wish the interface was more customizable so that I could make some parts of it have larger font and others not without it making the box itself bigger and taking up most of the screen. Review collected by and hosted on G2.com.

Being able to find what you are looking for is so much easier than our past system. The Search log feature and Find Text feature help locate information from a client level, and reporting is very beneficial in reviewing your data without transferring your data to Excel. Review collected by and hosted on G2.com.

The most challenging aspect of Hawksoft has been the log notes and getting our staff to document files the same way. There was a definite learning curve from our last system where multiple users struggled to get on board with documenting a file. Time has helped, but some struggles remain a few years in. Review collected by and hosted on G2.com.

HawkSoft is user-friendly and has everything we need, including commission reconciliation! In the last five years, I have gone from AMS360 to TAM to EPIC to HawkSoft, and it has been the easiest and fastest transition I have ever been through. Review collected by and hosted on G2.com.

The reporting could be more accessible and I'd like to see more graphs. More automation would be beneficial and would create ONE program for everything. Automated emails, texts, reminders to agents/CSR's would be excellent! Review collected by and hosted on G2.com.