HawkSoft

Since 1995, HawkSoft is a leader in management systems for independent insurance agencies that want effective workflows and a delightful experience for staff and policyholders. Created by independent agents, HawkSoft continues to evolve as a cutting-edge platform that powers thousands of agencies. HawkSoft offers this promise to insurance agents: your investment in HawkSoft will pay for itself in the first year.   

HawkSoft is proud to be privately owned – no outside investment, no stakeholders, and no exit plan. Join the HawkSoft family and see why 97% of customers recommend us and agencies stay with us for an average of 18 years.   

Features 

• Powerful, intuitive commercial & personal workflows 
• Carrier downloads, ACORD Form and COI prefills, and data mapping to carrier sites 
• Browser-based Agent Portal to access client and policy info on any device 
• Texting and batch email capabilities with correspondence templates 
• E-Signature and Virtual Printer (PDF writer) 
• Task assignment with tracking and follow-up reminders 
• Automatic documentation for E&O mitigation 
• Time-saving features like submission tracking, uprate alerts, and hazard tracking 
• Built-in, no-cost reporting for book of business, retention, cross selling, sales pipeline, and more 
• Self-service Certificates portal for insureds to add/update cert holders to approved COIs 
• Built-in trust accounting, QuickBooks integration for operating accounting, and Managed Accounting Services  

API Integrations 

Through our vetted API integration partners, agencies can customize their insurance technology stack for your agency’s future. We continue to add more trusted partners every month.    

Available integrations 

• Marketing automation 
• Data analytics 
• Mobile service apps for insureds 
• Rater and carrier integration 
• VoIP business communication 
• Accounting and digital payments 
• Online review management 
• Website design