HawkSoft Reviews

everything is in one place, items are copy and paste friendly, all policy downloads hit from the carrier quickly

I wish that it was more user friendly from a prospecting standpoint, with pipelines available. Including automation and track of pipelines would eliminate 2 other softwares from our toolbelt and everything would be in one spot.

Also, communication from the client gets saved into the log history, but not our reply back to the client. If all communication could appear in a log if daily, that would be huge.

Hawksoft is very user-friendly and convenient to use.

Only downside is that sometimes it can occasionally need to upgrade during work hours.

They help me keep track of the clients I’m assisting and keep everything associated with complex clients really organized and neat. It’s been so beneficial because I can access everything I need within Hawksoft, and it integrates with many of the tools I use. Hawksoft is part of my daily operations. I can’t go a day without it. I also like that Hawksoft can be used for so many different business operations, which makes it easy to rely on throughout the day.

Consolidates everything you need in each file, runs all reports needed, you are able to use it easily and without confusion

When the system goes down, it can be frustrating. Typically, though, the issue is resolved quickly.

Solves all our business needs, files, notes, attachments, policy information, keeps everything simple and fast

It’s easy to use, with everything in one place, and the IT support is good.

I can’t close or delete a bunch of tasks I created all at once; it has to be done one by one.

Having all of our clients information and being able to manage our clients/insureds in one place—COIs, EOIs, applications, sending emails, etc.—makes things much easier.

Hawksoft is easy to use. Their support documentation is easy to search & find relevant results. Not only can I find help, but there are clear instructions. If I can't find help in the documentation, I have always been able to obtain support by calling the 800 # or chatting with a rep online. Client tags and logs are especially helpful in servicing policies and tracking issues.

I'd like to see more collaboration tools.

Hawksoft helps us keep track of our customer's policies and keep up to date on changes. Hawksoft has features like email integration, texting and e-sign capability which help us keep in touch with our customers. The huge Acord form library makes it easy to fill out forms.

We left one of the big two providers due to contract requirements and escalating costs. Another issue was that they held my data hostage and forced me to pay for my own data even though I uploaded it, maintained it and paid them for their service. Hawksoft was the best solution for us. Pricing fits our budget better, and the data is always mine. The system is straightforward to learn and operate. Since we signed on, there have been many improvements. Their customer support is excellent, and the user group is beneficial. I had the opportunity to sign on with them at the beginning of agency ownership but didn't. I wish a thousand times over that I had. To sum it up: Ease of use, pricing, flexibility, data ownership, and forward-thinking are the top likes for me.

The one dislike I have is the way we access the system. It is online but not browser-based. It is more of a thin client-type access. This means you are accessing a remote network to access the file servers. Sometimes this can create a lag in access times and prevents proper remote access from smart devices. However, this will be fixed shortly. They have a plan in place for a true browser-based access, hopefully in the year 2023.

With Hawksoft, we can depend on accurate tracking of our day-to-day operations. Documenting activities, producing applications for marketing accounts, and reminders for following up on service items.

My favorite thing about Hawksoft is that its leadership is dedicated to growth and improvement. There is so much interaction between them and all of us users that I am confident that we will always have a product that is relevant and functional to keep up with the times. The Hawksoft user group is a huge plus!

The only issue I have with hawksoft is the challenges in creating and managing client files that doesn't involve too many steps, and that log suspenses can't be assigned in bulk outside of the download process.

hawksoft is solving the problem of providing a platform that is simple to use, but with a level of depth that can facilitate a lot of flexibility to use in various ways as needed.

I like how it works with Hub Spot so you are able to see the policies in one place where all the communication to the customer is located.

I wish that Hawk Soft had the ability to transfer information from Hub Spot so you dont have to log informaiton in 2 separate places. Hawk Soft transfers to Hub Spot but on the other way around.

record keeping

Hawksoft is still a software company that sells software. They don't exist to buy other company's ideas and repackage them as if they are part of a Hawksoft suite. Therefore, they listen to their customers - independent agencies in the U.S. that value relationships. You can go to a conference and upper management, not to mention the owner of the company will be sitting next to you in a breakout session and ask for your feedback. Hawksoft competitors often don't have owners, they have stockholders.

Companies that don't buy up competitors and remarket them as their own, are companies that actually design, build, and distribute solutions to problems their customers face. Those solutions can take time to solve. Invariably there will be arguments on what are actually problems. What's easier is to leave existing products alone, leave those customers be, and go buy out your competitors and steal their customers. Then make it appears that you've GROWN your product base and customer base. That's not Hawksoft. They listen to their customers and build solutions that can take time.

Hawksoft helps agencies with a level of consistency in procedures, while leaving room for flexibility based on individual agency needs. They also have a solid base of partners they connect to making it very easy to build out the agency in ways that serve the needs of nearly any agency.

I especially love the texting feature. The entire system is super easy to use. Could not be happier to have chosen Hawksoft out of all the other agency management systems we looked at.

There are a lot of features to learn and I still have a long way to go to learn them all. This is not anything to fault Hawksoft about though.

It is so easy now to have a log about everything that was discussed with the customer. It is all time and date stamped. It has come in handy already when customer says they called us about something that they actually forgot to mention to us during their call. Many customers also respond to text messages so much faster than they would have responded to an email for example.