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UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

8/23/2022

"Easy to use, reliable, good features"

5/5

What do you like best about HawkSoft?

Easy to learn for new employees in our co Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

Some data doesn't transfer to Acord form Review collected by and hosted on G2.com.

Response from Rachel Stauffer of HawkSoft

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Thanks so much for leaving such a great review! We're glad you find HawkSoft quick and easy to use. We're always working on getting more data into ACORD forms, so if there are specific forms or fields you'd like to see, let us know at marketing@hawksoft.com and we'll see what we can do!

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

8/25/2021

"Great overall but a little on the slower side."

4/5

What do you like best about HawkSoft?

It's easy to search for customers that call in. I can make notes on each customer. They also give great tips and tricks on how you can be more efficient. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

It's a little slower than some other platforms I have used in the past. It also lags behind when I need it the most. Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

Make sure that you have good internet service or it will not run properly. Watch their YouTube videos to find out how to learn more and work better with their system. Review collected by and hosted on G2.com.

What problems is HawkSoft solving and how is that benefiting you?

I can simplify how I look for my customers when they call in about their insurance. It makes it easier for me that I can search by name, number, address, or policy # of that person. Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

12/8/2021

"Easy to use"

5/5

What do you like best about HawkSoft?

It's a very easy program to use because i can watch programs and videos on how to use them even if you're new to it. The customer service staff are so kind. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

so far so good. i don't have any problems yet Review collected by and hosted on G2.com.

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

11/3/2021

"Easy to use client management software"

5/5

What do you like best about HawkSoft?

Easy to input and sort client data. Lots of space for misc data and easy to store documentation. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

Not able to search by multiple location addresses for the same client - only searchable by mailing address. Review collected by and hosted on G2.com.

LC

Levi C.

A

Small-Business (50 or fewer emp.)

10/21/2021

"Use Hawksoft as a CRM and Document Management resource."

4/5

What do you like best about HawkSoft?

The ability to have all docs electronically available and easily accessible Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

The ability to navigate is outdated compared to other CRM tools/software Review collected by and hosted on G2.com.

LM

LINDSEY M.

Personal Lines Account Manager

Small-Business (50 or fewer emp.)

7/23/2021

"Hawksoft"

4/5

What do you like best about HawkSoft?

Easy to navigate through and very cost effective. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

It's a fundamental software program and lacks some of the essential elements that other programs offer. Review collected by and hosted on G2.com.

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

12/21/2020

"Horribly Unreliable: Otherwise a Good Product"

1/5

What do you like best about HawkSoft?

I can only speak comparatively; this was a much more modern system than what we had used in times past. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

Reliability is just awful. Way too frequent, do we have issues where some or all of our users lose work or are locked out of the system. Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

You somehow need to verify that downtime and loss of work will not be an issue. I wouldn't sign a contract with any less than 2 hours downtime per fiscal year. Review collected by and hosted on G2.com.

What problems is HawkSoft solving and how is that benefiting you?

The reports functionality has been a plus. It allows for large workflows/numbers of tasks to be completed in a day, but again, reliability for the past 5 months (as of December 2020) has been bad. Review collected by and hosted on G2.com.

DP

Dave P.

Personal Lines Manager

Small-Business (50 or fewer emp.)

5/21/2019

"Complete Custom Management System"

5/5

What do you like best about HawkSoft?

The ease of use, the ability to organize documents, the simplicity of making changes. All of the features that allows us to keep track of every interaction and create the story so that any one can pull up the file and assist. The archived feature allows us to go as far back as implementation to view the policies and attached documents to view and work from. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

The need to close out should option to return to last session when updates are not required Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

Well worth every penny. The ROI has to be well above comparative CRM systems. Review collected by and hosted on G2.com.

What problems is HawkSoft solving and how is that benefiting you?

The need to use other software to send and store documents. Easy ability to link clients. Send and store electronic communications. We no longer have to seek out the last point of contact to determine an issue. As we update information we are capable of categorizing new business with rewritten business. Review collected by and hosted on G2.com.

MM

Mirza M.

Office Manager

Small-Business (50 or fewer emp.)

4/2/2019

"Great tool for an agency"

5/5

What do you like best about HawkSoft?

It is an essential part of our workflow, It compatible with all our other agency software. Plus the customer service is amazing! Any question we have had gets answered quickly and accurately by a real person. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

It takes a bit of time to learn and take advantage of all the features. We have been users for a few years and are still learning new things. The interface takes a bit of getting used to. Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

GIve the company a call. They are probably the friendliest staff we have ever dealt with. They will answer any questions you have right away. Review collected by and hosted on G2.com.

What problems is HawkSoft solving and how is that benefiting you?

We can have a secure location to store customer data. It is great that we can create log notes when we send something to be e-signed. Having a central location for everyone to be able to access the same info is great. It helps our clients have a better customer service experience. Review collected by and hosted on G2.com.

JR

Jill R.

Business Accountant

Financial Services

Enterprise (> 1000 emp.)

3/3/2019

"Very flexible"

5/5

What do you like best about HawkSoft?

Effectively tweaked for individual needs. You can picked your settings and scan choices for each tab and screen work. It has every one of the fancy odds and ends one could want from such kind of frameworks. Simple of utilization, help on the each snap and incorporation with different bearers, rating sites makes this framework flawless arrangement. I could ace it inside only couple of long stretches of utilization. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

It can be quite slow at processing things, and you also constantly get kicked out of it if you network becomes slow. Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

It is an incredible software on the off chance that you are a little office and have a blended book. In the event that you aren't searching for substantial customization, at that point it works extraordinary. It is a little bulky with regards to setting "tensions" and doing catch up sort work. Review collected by and hosted on G2.com.

What problems is HawkSoft solving and how is that benefiting you?

We can oversee arrangements viably (generally). We had the capacity to keep up our staffing level while expanding the quantity of customers. Review collected by and hosted on G2.com.