Edit

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.

Response from Rachel Stauffer of HawkSoft

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.

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.

Response from of HawkSoft

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!

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.

Response from Rachel Stauffer of HawkSoft

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!

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.

Response from of HawkSoft

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!

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.

Response from Rachel Stauffer of HawkSoft

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).

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.

Response from of HawkSoft

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.)

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.

Response from of HawkSoft

edit

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

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.

Response from Rachel Stauffer of HawkSoft

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.

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.

Response from Rachel Stauffer of HawkSoft

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!

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.

Response from of HawkSoft

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!