Best for
Best for insurance agencies that already run a management system and want a pipeline and automated follow-up on top of it.
Insurance Agency Software Comparison
AgencyZoom 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 | AgencyZoom | HawkSoft |
|---|---|---|
| Starting price | From $99 / month Single Location Agency plan for Allstate agencies, billed monthly. Plans for independent and Farmers agencies start at $149 / month (Essential), or $119.20 / month billed annually. Every plan includes up to 7 users. | 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 | 14-day free trial on every plan; the first payment follows the end of the trial | Not stated |
| Users | Up to 7 users on every plan; more seats through the sales team | Priced by concurrent users, with no limit on total user profiles |
| API | API reference published at app.agencyzoom.com/openapi, plus Zapier | Two-way API integrations with listed partner products |
| Hosting | Not stated | HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate |
| Clients and policies | Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it | 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 | Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 | Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home |
| Comparative rating and quoting | Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies | 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 | Carrier downloads reach AgencyZoom through the connected agency management system rather than directly; with AMS360, the synced Policy Origin field separates manually entered policies from carrier downloads, so onboarding and renewal workflows can run separately for each | 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 | Drag-and-drop lead pipeline that triggers automation as leads move, custom lead pipelines, lead source reports, and automated sequences from prospecting and onboarding through renewal and winback | 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 | Revenue tracking, and a comp calculator with chargebacks on the Allstate plans | 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 | A service center on the Pro plan, Google Reviews requested after every policy sold, and 2-way email and texting on the Growth and Pro plans | 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 | Not stated | 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 | Month-to-month producer analytics, daily sales goals, lead source and activity reports, and an activity tracker on the Pro plan | 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 | API reference and Zapier, with integrations for AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum (NowCerts), EZLynx Sales Center via Zapier, and communication tools such as RingCentral and Twilio; the pricing page notes that some AMS integrations may cost extra | 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 |
| Deployment | Cloud (SaaS) | Cloud (SaaS) |
| Support | Chat | more entries 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 |
| Integrations | more entries AMS360, QQCatalyst, Xanatek, HawkSoft, Momentum (NowCerts), EZLynx Sales Center, PL Rating, Tarmika, Zapier, Twilio, Gmail, Outlook, RingCentral, Canopy Connect, QuoteWizard, Google Reviews, ActiveCampaign | QuickBooks, AgencyZoom, Agency Revolution, InsuredMine, Gaya, Canopy Connect, RingCentral, ACS, Evolution by Capital Software, ITC TurboRater, PL Rating, QuoteRush, AccuAgency, EZLynx |
Add a tool
Adds a column to the table, from the tools in this category.
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
- Support AgencyZoom Chat HawkSoft Phone, Email helpdesk, Chat
- Users AgencyZoom Up to 7 users on every plan; more seats through the sales team HawkSoft Priced by concurrent users, with no limit on total user profiles
- API AgencyZoom API reference published at app.agencyzoom.com/openapi, plus Zapier HawkSoft Two-way API integrations with listed partner products
- Clients and policies AgencyZoom Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it 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 AgencyZoom Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 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
AgencyZoom
Strengths
- 14-day free trial on every plan, charged only after the trial ends
- Published prices from $99 / month, with 20% off on annual billing for the independent and Farmers plans
- Integrations with AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum
- Apps for iOS and Android
Limitations
- Not an agency management system; policy data depends on a connected AMS
- The pricing page notes that some AMS integrations may cost extra
- Seats beyond seven are priced through the sales team
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
AgencyZoom
- Essential $149 Per month, up to 7 users; $119.20 / month billed annually. For independent agencies: prospecting and onboarding automation, AMS, rater and Zapier integration. Farmers agencies get plans with the same names and prices and a different feature list.
- Growth $199 Per month, up to 7 users; $159.20 / month billed annually. Adds renewal automation, Google Reviews and 2-way email and texting.
- Pro $349 Per month, up to 7 users; $279.20 / month billed annually. Adds events automation, service center, click to call, AgencyHR and activity tracker.
- Single Location Agency $99 Per month for Allstate agencies, up to 7 users. Lead management, comp calculator with chargebacks, renewal and winback automation, mobile app.
- Multiple Location Agency $129 Per month for Allstate agencies, up to 7 users. Adds multiple location management.
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
AgencyZoom
- 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
AgencyZoom https://www.agencyzoom.com/ · checked against the official source on 2026-11-05
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.