Best for
Best for Medicare, ACA, group benefits and life agencies, and for GAs, IMOs and FMOs that manage downline agents.
- Freelancers
- Small and mid-sized
- Enterprise
Insurance Agency Software Comparison
AgencyBloc vs. HawkSoft
At a glance
At a glance
Best for
Best for independent agencies working on Windows PCs that want their own management system and pick rating and marketing tools separately.
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | AgencyBloc | HawkSoft |
|---|---|---|
| Starting price | From $109 / user / month For the AMS+ Grow package. Accelerate is listed at $139 and Elevate at $169 per month; enterprise pricing for IMOs, FMOs, GAs and large agencies on request. Commissions+, Engage+ and Quote+ are separate solutions without a published price. | Not stated Monthly subscription with a base fee for the first user and a fixed fee for each additional concurrent user, no tiers. Setup depends on the number of users and data conversion is a flat fee per database; no amounts are published. HawkSoft states there is no long-term contract and an agency can leave with 30 days of notice. |
| Free trial | 7-day free trial | Not stated |
| Users | Not stated | Priced by concurrent users, with no limit on total user profiles |
| API | Open API, plus a Zapier integration | Two-way API integrations with listed partner products |
| Hosting | Cloud; the vendor states its solutions run on HIPAA-compliant AWS servers | HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate |
| Made in | United States (Des Moines, Iowa) | Not stated |
| Clients and policies | Individual and group health, life and ancillary policies, each linked to client, carrier and agent, with every policy of an individual, household or group on one screen, policy status from quoting to active to renewal, and documents, activities and communications attached to the policy | Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal |
| Lines of business and markets | Health, benefits, senior and life: Medicare, individual and ACA health, group benefits, life and ancillary products, for retail agencies as well as uplines (GAs, IMOs, FMOs) that track downline agents and their business | Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home |
| Comparative rating and quoting | AMS+ connects to Medicare, ACA and benefits quoting and enrollment platforms such as SunFire, ConnectureDRX, Lead Advantage Pro, HealthSherpa and Employee Navigator. Quote+, a separate solution, shops small group medically underwritten, level-funded, community rated, ACA and ancillary quotes from multiple carriers and builds benefit proposals. | HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx |
| Carrier downloads and connectivity | Commissions+ imports carrier commission data for processing, and Quote+ fills carrier-specific forms and submits enrollment forms to multiple carriers at once | Carrier downloads are part of the workflow tools, with a carrier downloads portal, documentation for carrier reps and book rolls for carriers; HawkLink for Chrome autofills carrier websites |
| Sales pipeline and renewals | Personalized lead dashboards and pipeline management, lead import and lead vendor integration, lead forms and automated lead workflows, with automated lead assignment and routing from the Accelerate package; renewal dates are tracked with automations that alert policyholders and agents of record | Lead management categories show where clients sit in the sales funnel, with cross-sell and upsell reports, retention alerts and batch email, letters and text messages |
| Commissions and agency accounting | Commissions+ add-on: imports carrier data, builds rate tables and payee schedules, tracks bonuses, advances and overrides, generates agent statements, identifies missed carrier commissions and produces commission and financial reports | Trust accounting and commission tracking in HawkSoft, commission statements imported from Excel or CSV, and operating accounting in QuickBooks; Managed Accounting is a paid service |
| Client portal and certificates | Not stated | Self-service Certificates portal where insureds create certificates and manage certificate holders, signing in with email and a verification code, plus an Insured Mobile App and e-signature |
| Compliance records and audit trail | Scope of Appointment, ACA Consent to Contact and ACA Attestations are sent, signed and stored in AMS+ with the status of each document tracked; the Elevate package adds VoIP with call recording and storage, and signed forms, recordings, notes and correspondence are tied to each policy as an audit trail | A self-documenting Action Menu logs client interactions, which the vendor ties to reducing E&O risk, with automatic data backup and retention |
| Reports and exports | Real-time graphs and charts, pre-built industry reports on in-force policies, policy adds and terms, business growth and client churn, and a Custom Report builder whose reports can be saved and rerun | Agency Intelligence suite with KPI dashboards: close ratio by producer, policies per client, commissions by carrier, retention and book of business, with batch email sent from a report |
| Integrations and API | Open API, Zapier integration, lead post vendor integration, Microsoft Outlook sync, Google Workspace and Gmail email integration and email forwarding | Two-way API integrations with partners such as AgencyZoom, Agency Revolution, InsuredMine and Gaya, plus QuickBooks; HawkSoft states that enabling an integration carries no additional fee |
| AI features | stated Yes | No |
| Deployment | Cloud (SaaS) | Cloud (SaaS) |
| Support | Not stated | Phone, Email helpdesk, Chat |
| Onboarding | Documentation and knowledge base, Guided onboarding | more entries Documentation and knowledge base, Video tutorials, Guided onboarding, Live online demos and webinars |
| Company size | Freelancers, Small and mid-sized, Enterprise | Not stated |
| Integrations | SunFire, ConnectureDRX, Lead Advantage Pro, HealthSherpa, SimplyEnroll, RetireFlo, Employee Navigator, Ease, Zapier, Microsoft Outlook, Gmail, NextGen Leads, AgentMethods | more entries QuickBooks, AgencyZoom, Agency Revolution, InsuredMine, Gaya, Canopy Connect, RingCentral, ACS, Evolution by Capital Software, ITC TurboRater, PL Rating, QuoteRush, AccuAgency, EZLynx |
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Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Hosting AgencyBloc Cloud; the vendor states its solutions run on HIPAA-compliant AWS servers HawkSoft HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate
- AI features AgencyBloc Yes HawkSoft No
- API AgencyBloc Open API, plus a Zapier integration HawkSoft Two-way API integrations with listed partner products
- Clients and policies AgencyBloc Individual and group health, life and ancillary policies, each linked to client, carrier and agent, with every policy of an individual, household or group on one screen, policy status from quoting to active to renewal, and documents, activities and communications attached to the policy HawkSoft Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal
- Lines of business and markets AgencyBloc Health, benefits, senior and life: Medicare, individual and ACA health, group benefits, life and ancillary products, for retail agencies as well as uplines (GAs, IMOs, FMOs) that track downline agents and their business HawkSoft Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
AgencyBloc
Strengths
- Published package prices, from $109 per user per month for AMS+ Grow
- Scope of Appointment, ACA consent and attestation forms sent, signed and stored inside the system
- Uplines such as GAs, IMOs and FMOs can track downline agents, policies and commissions
- 7-day free trial
Limitations
- Commissions+, Engage+ and Quote+ are separate solutions without a published price
- Built for health, benefits, senior and life lines; property and casualty is not among the lines the vendor names
- Several AgencyBloc Intelligence features are labelled alpha or beta
- VoIP and call recording only in the top Elevate package
HawkSoft
Strengths
- Two-way API integrations with partners including AgencyZoom, InsuredMine and Gaya
- Browser-based Agent Portal, which HawkSoft states is included in the subscription at no additional cost
- Self-service Certificates for a flat $49 per agency per month, with no per-certificate fees
- Cancellation with 30 days of notice, and the vendor states it charges nothing to take your data
Limitations
- Base and per-user prices are not published
- A Windows application; macOS needs a Windows virtual machine or a third-party hosting service
- Rating runs through third-party raters, one-way only with EZLynx and AccuAgency
Plans
Pricing
AgencyBloc
- AMS+ Grow $109 Per user per month. Health, senior and benefits CRM, basic servicing and lead workflows, SOA and ACA compliance forms, email marketing and quoting and enrollment integrations.
- AMS+ Accelerate $139 Per month as listed. Adds premium workflows, automated lead assignment and routing, Rx Collect and RetireFlo intake.
- AMS+ Elevate $169 Per month as listed. Adds integrated VoIP, call queues for leads and call recording.
- Enterprise Not stated Custom pricing and packages for IMOs, FMOs, GAs and large agencies, on request.
HawkSoft
- HawkSoft subscription Not stated Monthly base fee for the first user plus a fee per additional concurrent user; amounts not published.
- Self-service Certificates $49 Add-on, flat fee per agency per month, no per-certificate fees.
What users say
Review Scores · opens after launch
AgencyBloc
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
HawkSoft
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
How we check reviews
Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.
Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.
What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.
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Where this comes from
Where this comes from
AgencyBloc https://www.agencybloc.com/ · checked against the official source on 2026-11-06
HawkSoft https://hawksoft.com/ · checked against the official source on 2026-11-05
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.