HawkSoft

Independent agents deserve an independent management system. HawkSoft is a leader in agency management systems for those who want effective workflows and a delightful experience for staff and policyholders.

Hawksoft is a platform trusted by thousands of independent insurance agencies across the United States. Our service-focused features safeguard agencies with automatic documentation, drive efficiencies with intuitive workflows, and offer ways to measure and track success. HawkSoft is proud to be a family-owned business in a family-centric industry that protects American families and businesses.

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Advantage

All core features to manage, grow, and measure your agency included in a unified platform. No a la carte menu or pricing gimmicks.

Live and immediate support by phone and remote login, available to all customers.

No long-term contracts. Your agency retains full ownership of your agency’s data.

HawkSoft reports to two stakeholders: our customers and our employees. No outside investment, no exit strategy that will leave agencies behind.

Features

Commercial and Personal Lines workflows for managing and servicing insurance clients.

Complete library of up-to-date ACORD Forms that are automatically filled with client and policy data.

API integration to best-in-class Insurtech solutions to further enhance utility of agency’s data.

All core features necessary for running a modern agency included: policy lifecycle management, reporting tools, trust accounting support, API integrations, text messaging, batch email, and much more.

Expertise

Founded by agents and with a product roadmap driven by insurance professionals, HawkSoft has a deep understanding of real-world pain points in the independent agency channel.

With over 25 years of experience, our database conversion team can move more of an agency’s data from their prior system to ours than other vendors.

HawkSoft’s Client Services and Product Support teams are staffed by many former insurance professionals. This allows us to easily align with an agency’s needs and identify meaningful solutions.

Through our API Partner and other integrations, we support independent agents with the freedom to choose the tools they need or want. We are continuing to expand our partnerships throughout the industry.