What users say
0 votes
0 votes
0 votes
0 votes
0 votes
0 votes
0 votes
Rate this Tool
Related Moonlites
Related Creators
Related Education
HawkSoft is an insurance agency management system (AMS) designed for small to mid-size independent insurance agencies. The platform provides a comprehensive set of tools for managing the complete insurance agency workflow — including client and policy management, sales pipeline tracking, accounting, reporting, document management, and marketing — all at a single flat price with no tiered feature restrictions. HawkSoft is known for its ease of use, responsive customer support, and a unique hybrid cloud architecture that combines the speed and performance of a desktop application with the convenience of cloud-based data accessible from anywhere on any device.
What differentiates HawkSoft from larger competitors like Applied Epic or Vertafore AMS360 is its focus on the needs of smaller independent agencies, with straightforward pricing and a significantly lower total cost of ownership. While enterprise platforms like Epic and AMS360 offer more advanced capabilities for large agencies, HawkSoft delivers the core management features that small and mid-size agencies need — including reports and dashboards, batch email marketing, accounting workflows, a mobile-friendly Agent Portal, and certificate of insurance management — all included at one price rather than using pricing tiers or add-on modules. The platform integrates with carrier connectivity solutions, comparative rating tools, and other insurance technology providers through its open API.
Key Features: Client and policy management with comprehensive customer records that store all policy details and communications and documents and notes in one organized view, sales pipeline and book of business management with KPI dashboards for tracking retention and cross-sell and upsell opportunities and new business metrics in one place, integrated accounting workflows specifically designed for insurance agency trust accounting and commission tracking and financial reporting, batch email marketing tools for sending targeted communications to clients based on policy type or renewal date or other criteria at no additional cost, certificate of insurance management where policyholders can publish COIs from HawkSoft to a secure web-based portal for their certificate holders to access, mobile-friendly Agent Portal that provides browser-based access to key agency data and functions from any device when away from the office, reports and dashboards that provide real-time visibility into agency performance and producer activity and client retention and revenue metrics, document management with scanning and storage and linking of documents to client and policy records for paperless office operations, carrier connectivity and download for receiving policy information and commission statements electronically from insurance carriers, integration with comparative rating engines for quoting personal and commercial lines across multiple carriers, task and workflow management for tracking renewals and follow-ups and to-dos across the agency with automated reminders, custom fields and templates for tailoring the system to the specific workflows and data requirements of each agency, data conversion services for agencies switching from other management systems with dedicated migration support, commercial lines management with detailed coverage tracking and exposure analysis and submission workflows, and responsive US-based customer support with phone and email and chat access included in the subscription.
Pricing: HawkSoft does not publicly disclose exact pricing but is known for its flat single-tier pricing model where all core features are included at one price per user per month with no feature-gating or tiered plans. Based on industry reports and user reviews, pricing is estimated at approximately $30 to $50 per user per month, making it significantly more affordable than enterprise alternatives like Applied Epic or Vertafore AMS360. There are no additional charges for modules like reporting, marketing, or the Agent Portal. Implementation and data conversion services may carry additional one-time fees. HawkSoft offers demos and consultations to provide specific pricing based on agency size and needs.
Use Cases: Small independent insurance agencies with 1 to 25 staff members who need a full-featured management system at an affordable price without the complexity and cost of enterprise platforms like Applied Epic, insurance agencies that are currently using spreadsheets or basic tools and want to upgrade to a proper AMS with integrated policy management and accounting and reporting, agencies that value ease of use and quick implementation over advanced customization and want their team productive on the new system within weeks rather than months, insurance agencies that need built-in marketing capabilities like batch email campaigns for renewal reminders and cross-sell opportunities without paying for a separate email marketing platform, independent agents who work remotely or split time between office and field and need mobile browser-based access to client and policy information through the Agent Portal, and agencies switching from another AMS that want affordable data conversion services and a straightforward migration process with dedicated support.
About
HawkSoft is an insurance agency management system (AMS) designed for small to mid-size independent insurance agencies. The platform provides a comprehensive set of tools for managing the complete insurance agency workflow — including client and policy management, sales pipeline tracking, accounting, reporting, document management, and marketing — all at a single flat price with no tiered feature restrictions. HawkSoft is known for its ease of use, responsive customer support, and a unique hybrid cloud architecture that combines the speed and performance of a desktop application with the convenience of cloud-based data accessible from anywhere on any device.
What differentiates HawkSoft from larger competitors like Applied Epic or Vertafore AMS360 is its focus on the needs of smaller independent agencies, with straightforward pricing and a significantly lower total cost of ownership. While enterprise platforms like Epic and AMS360 offer more advanced capabilities for large agencies, HawkSoft delivers the core management features that small and mid-size agencies need — including reports and dashboards, batch email marketing, accounting workflows, a mobile-friendly Agent Portal, and certificate of insurance management — all included at one price rather than using pricing tiers or add-on modules. The platform integrates with carrier connectivity solutions, comparative rating tools, and other insurance technology providers through its open API.
Key Features: Client and policy management with comprehensive customer records that store all policy details and communications and documents and notes in one organized view, sales pipeline and book of business management with KPI dashboards for tracking retention and cross-sell and upsell opportunities and new business metrics in one place, integrated accounting workflows specifically designed for insurance agency trust accounting and commission tracking and financial reporting, batch email marketing tools for sending targeted communications to clients based on policy type or renewal date or other criteria at no additional cost, certificate of insurance management where policyholders can publish COIs from HawkSoft to a secure web-based portal for their certificate holders to access, mobile-friendly Agent Portal that provides browser-based access to key agency data and functions from any device when away from the office, reports and dashboards that provide real-time visibility into agency performance and producer activity and client retention and revenue metrics, document management with scanning and storage and linking of documents to client and policy records for paperless office operations, carrier connectivity and download for receiving policy information and commission statements electronically from insurance carriers, integration with comparative rating engines for quoting personal and commercial lines across multiple carriers, task and workflow management for tracking renewals and follow-ups and to-dos across the agency with automated reminders, custom fields and templates for tailoring the system to the specific workflows and data requirements of each agency, data conversion services for agencies switching from other management systems with dedicated migration support, commercial lines management with detailed coverage tracking and exposure analysis and submission workflows, and responsive US-based customer support with phone and email and chat access included in the subscription.
Pricing: HawkSoft does not publicly disclose exact pricing but is known for its flat single-tier pricing model where all core features are included at one price per user per month with no feature-gating or tiered plans. Based on industry reports and user reviews, pricing is estimated at approximately $30 to $50 per user per month, making it significantly more affordable than enterprise alternatives like Applied Epic or Vertafore AMS360. There are no additional charges for modules like reporting, marketing, or the Agent Portal. Implementation and data conversion services may carry additional one-time fees. HawkSoft offers demos and consultations to provide specific pricing based on agency size and needs.
Use Cases: Small independent insurance agencies with 1 to 25 staff members who need a full-featured management system at an affordable price without the complexity and cost of enterprise platforms like Applied Epic, insurance agencies that are currently using spreadsheets or basic tools and want to upgrade to a proper AMS with integrated policy management and accounting and reporting, agencies that value ease of use and quick implementation over advanced customization and want their team productive on the new system within weeks rather than months, insurance agencies that need built-in marketing capabilities like batch email campaigns for renewal reminders and cross-sell opportunities without paying for a separate email marketing platform, independent agents who work remotely or split time between office and field and need mobile browser-based access to client and policy information through the Agent Portal, and agencies switching from another AMS that want affordable data conversion services and a straightforward migration process with dedicated support.