HawkSoft
Agency management system for independent insurance agencies, a Windows app with data in HawkSoft Cloud.
- API
- Two-way API integrations with listed partner products
- Users
- Priced by concurrent users, with no limit on total user profiles
- Hosting
- HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate
Overview
HawkSoft is an agency management system for independent insurance agencies, made by a privately owned company that an independent agent founded in 1995. It covers personal and commercial lines policies, client service, trust accounting, commission tracking and reporting. The current version, HawkSoft 6, is a Windows application with agency data in HawkSoft Cloud on Microsoft Azure, plus a browser-based Agent Portal for phones and tablets. It is billed monthly as a base fee plus a fee per concurrent user, and the amounts are not published.
Our take
Pick HawkSoft if your staff work on Windows PCs and you would rather connect the rater and marketing tools you already use than take them bundled. If your team works on Macs, it is the wrong fit unless you are prepared to run Windows in a virtual machine. If you want quoting inside the same login as the client record, a platform with its own built-in rater suits you better.
Key Facts
| Category | |
|---|---|
| API | Two-way API integrations with listed partner products |
| Users | Priced by concurrent users, with no limit on total user profiles |
| Hosting | HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate |
Features
- Clients and policies
- 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
- Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home
- Comparative rating and quoting
- 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 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
- 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
- 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
- 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
- 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
- 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
- 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
Integrations
- QuickBooks
- AgencyZoom
- Agency Revolution
- InsuredMine
- Gaya
- Canopy Connect
- RingCentral
- ACS
- Evolution by Capital Software
- ITC TurboRater
- PL Rating
- QuoteRush
- AccuAgency
- EZLynx
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Support
-
- Phone
- Email helpdesk
- Chat
- Onboarding
-
- Documentation and knowledge base
- Video tutorials
- Guided onboarding
- Live online demos and webinars
Pros and Cons
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
Pricing
-
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.
Alternatives and Comparisons
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