Samantha G.

Agent

Insurance

Small-Business (50 or fewer emp.)

10/20/2017

"Best agency management system "

5/5

What do you like best about HawkSoft?

everything from being able to email from a client file to keeping all of a client's docs in a virtual folder. Making payments is a breeze and keeping information up to date is easy and easy to find. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

Recent updates just moved around some of the icons and where to find things. I don't necessarily dislike it I just need to get used to it. Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

Everything in this program runs smoothly. I've used TAM and another program at some old jobs I can't remember by name but this one has been the easiest to use and you get more bang for your buck on what you have available to use. Review collected by and hosted on G2.com.

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

Everything an insurance agency needs to run their business proficiently. Review collected by and hosted on G2.com.

Verified User in Insurance

Small-Business (50 or fewer emp.)

9/19/2017

"Customization for each agency"

5/5

What do you like best about HawkSoft?

Hawksoft is very user friendly. It is up to date on technology such as texting from the system. Quotes and policies can easily be seen from the main page which makes cross selling easier and more efficient. The company can customize it for your agency if there is anything you want that they do not have already. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

I do not really dislike anything about the program other than that my new agency doesn't use them! Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

GIve it a shot. They are ahead of the curve. Review collected by and hosted on G2.com.

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

I was able to see all policies, run reports easily, easy task follow ups, notes system was very efficient. I ran a birthday list and was easily able to send a text or email on a daily basis to each of them. Review collected by and hosted on G2.com.

Verified User in Information Services

Small-Business (50 or fewer emp.)

6/27/2017

"User friendly and organized "

4/5

What do you like best about HawkSoft?

I really like how detailed you. an hey with HawkSoft and I especially like how I can store all my files as attachments on different tabs for different insurances and taxes. It's made my job easier than manually separating everything in paper form. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

I do not enjoy how inputting information sometimes requires one specific thing (email) or else the profile won't be created. It's annoying when you have older clientele who don't necessarily use email. Review collected by and hosted on G2.com.

Recommendations to others considering HawkSoft:

I would highly recommend getting someone to show you the ropes of how it is used. It is simple enough to be learned on your own but I had someone show me how to use it and after one day, I already knew the ins and outs of the system perfectly. Review collected by and hosted on G2.com.

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

We are making the process go faster and letting all our staff view information easily on one platform. We are also able to check exactly what time and date information was logged and by which person so we can know immediately who to ask. Review collected by and hosted on G2.com.

Erik J.

Director of Sales and Operations

Insurance

Small-Business (50 or fewer emp.)

6/29/2016

"Decent Product for a smaller agency"

3.5/5

What do you like best about HawkSoft?

It is easy to set up, but you need to make sure you're on top of it all the time. There certificate of insurance processing it very easy to use. Acord forms fill out automatically for the most part, there accounting is basic but functional. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

They use an old platform of connecting through Visual Workspace or RDP unless you spend the money to deploy on site. 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:

They are great if you are a small agency and have a mixed book. If you aren't looking for heavy customization then it works great. It is a little cumbersome when it comes to setting "suspenses" and doing follow up type work. Review collected by and hosted on G2.com.

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

We are able to manage policies effectively (for the most part). We switched from using GBS and at that time it solved the issue of producing certs and acords. We were able to maintain our staffing level while increasing the number of clients. Review collected by and hosted on G2.com.