HawkSoft review

HawkSoft is an agency management system rather than a stand-alone CRM, but it carries the CRM functions most independent agencies need in the same record as the policy. Lead Management categories show where each prospect sits in the funnel, web forms pull leads from your website, and cross-sell and upsell reports find existing clients to approach. Retention Alerts flag clients who need attention and Uprate Alerts show premium increases before renewal. Batch email, letters, texting and e-signature templates can be sent from any report. On the policy side it handles personal and commercial lines, carrier downloads and ACORD form prefill, and it includes insurance accounting with a QuickBooks integration for operating books. HawkSoft says its agreement requires no term commitment beyond 30 days and that it charges no data extraction fees. The full feature set runs in a native Windows app, with a browser portal for key data and reports, and pricing is only available through a demo.

Who it is for

independent agencies that want CRM and policy management in one system

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Personal and commercial lines policy management with carrier downloads and ACORD form prefill
• Lead Management categories and website lead capture forms
• Retention Alerts and Uprate Alerts for premium increases ahead of renewal
• Agency Intelligence reporting on pipeline, retention and cross-sell
• Batch email, texting and e-signature templates sent from any report

Strengths and weaknesses

• Strength: No term commitment beyond 30 days and no data extraction fees, per the vendor
• Strength: All core features in one base subscription
• Strength: Phone, email, remote login and live chat support
• Weakness: No published price; you need a demo
• Weakness: Full feature set runs in a Windows desktop app; the browser portal covers many but not all features
• Weakness: Operating accounting relies on a QuickBooks integration

Key facts

• Founded: 1995, by an independent agent
• Average customer tenure: 18 years, per HawkSoft
• Contract: No term commitment beyond 30 days

Where it ranks

HawkSoft is No. 2 in our Best CRM for Insurance Agents verdict.