HawkSoft
Insurance agency management systems
Insurance suites software
Property & casualty policy administration systems
Insurance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$99 per user per month
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What is HawkSoft
HawkSoft is an insurance agency management system (AMS) used by independent insurance agencies to manage client records, policies, workflows, and day-to-day servicing activities. It supports property & casualty-focused operations such as policy and renewal tracking, document management, and agency accounting workflows, with options for on-premises and hosted deployments. The product is commonly used by small to mid-sized agencies that want a configurable AMS with integrated agency tools and a partner ecosystem for comparative rating, e-signature, and other integrations.
Agency-centric workflow management
HawkSoft provides configurable workflows, activity tracking, and task management designed around common independent agency servicing processes. Agencies can standardize renewals, endorsements, and follow-ups using templates and automated reminders. This helps teams maintain consistent servicing practices across producers and CSRs.
Strong document and client recordkeeping
The system centralizes client and policy data with attached documents, notes, and communications history. Users can store and retrieve policy forms, correspondence, and supporting files from within the client record. This supports auditability and reduces reliance on shared drives and email inbox searches.
Broad integration ecosystem
HawkSoft supports integrations with many third-party tools used by agencies, including comparative raters, e-signature, email, and other insurance operations utilities. It also offers APIs and integration options that enable agencies to connect surrounding systems. This can reduce duplicate data entry when paired with compatible carrier and vendor connections.
P&C-centric; limited for benefits
HawkSoft is primarily oriented to property & casualty agency workflows and may be less suitable for agencies with significant employee benefits administration needs. Agencies that require benefits-specific quoting, enrollment, and carrier connectivity may need additional systems. This can increase operational complexity for multi-line agencies.
Implementation and configuration effort
To get full value from workflows, templates, and data structures, agencies typically need time to configure the system and align internal processes. Data migration from a prior AMS can be resource-intensive and may require cleanup and mapping. Smaller agencies without dedicated operations support may find rollout demanding.
Reporting can require customization
Out-of-the-box reports may not cover all agency-specific KPIs, and some reporting needs can require custom report building or third-party BI tools. Users may need training to create consistent dashboards and production/service metrics. This can slow down analytics for agencies that expect extensive prebuilt reporting.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| HawkSoft 6 (core AMS) | $99 per user/month (retail) | Cloud-based HawkSoft 6 platform; retail user price shown on HawkSoft 6 FAQ and migration pages. Local-install customers migrating may see up to a $39/user/month increase (not to exceed $99 retail); 3-user minimum license requirement is removed for HawkSoft 6. |
| Self-service Certificates (add-on) | $49 per month per agency | Flat monthly fee per agency; unlimited certificates; purchasable via the HawkSoft Marketplace. |
| HawkSoft Text Messaging (add-on) | $20 per month per agency | Unlimited texts and users; $20/month agency fee to cover carrier 10DLC-related costs. Main-number texting option may incur a one-time non-refundable $99 setup fee. |
| Exchange Online (email add-on) | $4 per user/month | Microsoft Exchange Online when purchased through HawkSoft Online (includes HawkSoft support and migration assistance). |
| Client Services (professional services) | $150 per hour (2-hour minimum) | Billable consulting and services (optimization, cleanup, custom training); discounts available for longer projects. |
Seller details
HawkSoft, Inc.
Medford, Oregon, USA
1999
Private
https://www.hawksoft.com/
https://x.com/hawksoft
https://www.linkedin.com/company/hawksoft/
