Hear what customers are saying about the migration to HawkSoft 6

• Can my agency stay on our current HawkSoft installation instead of moving to HawkSoft 6? 
• Will the pricing or billing process for HawkSoft 6 be different than my current HawkSoft pricing?
• How soon can my agency migrate to HawkSoft 6?
• Will moving to HawkSoft 6 require a data migration? What data will be migrated?
• Will our 3rd party API integrations be migrated to our HawkSoft 6 database, or will we need to enable them again in HawkSoft Marketplace? 
• What will the migration process be like?
• What does my agency need to do before, during, and after the migration to HawkSoft 6?
• What training resources are available for HawkSoft 6?
• See more HawkSoft 6 FAQs

What if my agency doesn’t want to move to HawkSoft 6 yet? Can we stay on our current local server?

Agencies on local installations of HawkSoft are not required to migrate to HawkSoft 6. However, it is the sole platform where new features are being released. We strongly encourage all agencies to migrate to the cloud platform to make use of the new features and capabilities of HawkSoft 6. Support will eventually end for local server installations, as outlined below.

End of support deadlines:

• 1/31/26 - Data Sync features disabled (including API integrations and HawkSoft add-ons) & data migration to HawkSoft 6 no longer supported
• 5/31/26 - End of support for book additions in HawkSoft 5
• 6/30/26 - End of software updates & technical support for HawkSoft 5

See details regarding each of these deadlines here. Agencies may continue to use their local server installation after the final 6/30/26 deadline, but the system will not receive software updates, security patches, or technical support. HawkSoft cannot guarantee functionality of the full system after this point.

HawkSoft does not recommend that agencies continue to use local server installations after this date. 

Will the pricing or billing process be different on HawkSoft 6?

For local agencies, there will be a flat increase of $39/user/month, depending on their current pricing, not to exceed the current retail price of $99/user/month for HawkSoft 6. This increase covers the host of new benefits offered by the cloud platform, and may be offset by lower IT and operational costs, as a local server will no longer be needed for HawkSoft 6.

In addition, there is no longer a 3-user minimum on HawkSoft 6 (just the $100 base fee + price per user). For agencies with fewer than 3 licenses to HawkSoft, this may lower your subscription price on HawkSoft 6 as well.

Some billing processes will also be updated upon moving to HawkSoft 6, to standardize and simplify billing across all clients: 

• Invoices will be sent shortly after the 1st, with payments processed on the 15th
  All HawkSoft Cloud invoices will be sent shortly after the first of the month, covering that month's billing, to be automatically paid on the 15th of the month. Automatic payment via credit card or bank account is required. We will no longer accept payment by paper check for HawkSoft.
  
  
• All billing changes will go into effect as of the first of the next month
  Billing changes will not be prorated and will be subject to a minimum duration of 1 month.
  
  
• All customers will be billed monthly
  Any customers who are on quarterly or annual billing cycles will be moved to a monthly billing cycle, with applicable prorated credits being applied to their initial monthly billing. Any Paid-in-Full discounts that annual customers currently receive will no longer apply.

How soon can my agency migrate to HawkSoft 6?

All local agencies are eligible to move to HawkSoft 6. Your agency should be receiving emails from the migration team with instructions on how to migrate. You can begin the migration process by scheduling a meeting with the migration team below.  

Or let us know if your agency does not plan to migrate

Will moving to HawkSoft 6 require a data migration? What data will be migrated?

Yes, agencies will need to have their existing HawkSoft database migrated to HawkSoft 6. Data is structured in a completely different way in HawkSoft 6 to make it available in the cloud. Subsequently, each agency’s current HawkSoft data (including client and policy data, settings, attachments, etc.) will need to be migrated to HawkSoft 6. HawkSoft will have a dedicated migration team to help existing customers through the process of moving onto the new platform. While client and policy data, attachments, and many settings will be migrated, the agency will need to set up or configure some items and settings again in HawkSoft 6.

Due to the significant changes to commission and accounting workflows in HawkSoft 6, commission history and accounting history (closed items) will not be migrated to HawkSoft 6. Open items will be migrated (see our information on accounting data migration and commission data migration for more details). 

Will our third-party API integrations be migrated to our HawkSoft 6 database, or will we need to enable them again in HawkSoft Marketplace? 

All integrations that are enabled in the HawkSoft Marketplace in your agency's current database will automatically be migrated to your HawkSoft 6 database. Agencies should not need to enable the listings again in HawkSoft 6 Marketplace after the final data migration. Please be aware that integrations will not be live in HawkSoft 6 during the sandbox period, only after the final data migration.

What training resources are available for HawkSoft 6? 

HawkSoft provides a number of resources for your agency to learn about and train on the new or enhanced workflows in HawkSoft 6. In-person training is not provided by HawkSoft - the agency is responsible for all staff training, using the provided resources. 

• Webinar on moving from local server to HawkSoft 6 (includes common Q&As).
• HawkSoft 6 overview video 
• HawkSoft 6 training courses on the differences in HawkSoft 6, for each agency role
• HawkSoft 6 Feature Differences page (general information on features that are different in HawkSoft 6) 
  
• The HawkSoft 6 Help Portal (in-depth information and instructions on specific workflows, such as trust accounting, commission management, and more)
• HawkSoft 6 webinars
• Feature walkthroughs and suggested practice exercises in the HawkSoft 6 sandbox

More migration resources: