--- title: HawkSoft Platform Demos description: HawkSoft Demos of workflows, automation, document management, reporting, tasks, certificates, HawkLink, text messaging, and more. --- [![Agency Management System - Insurance Software | HawkSoft](https://go.hawksoft.com/hubfs/HawkSoft%20-%20Oct%202017/image/hawksoft-logo@2x.png)](https://www.hawksoft.com/) - (866) 884-4680 - [sales@hawksoft.com](mailto:sales@hawksoft.com) - [Home](https://www.hawksoft.com/) - Product - [Agency Management System](https://www.hawksoft.com/agency-management-system/) - [Agency Intelligence Reporting Suite](https://www.hawksoft.com/agency-management-system/tour/agency-intelligence/) - [Agent Portal (browser-based)](https://www.hawksoft.com/agent-portal/) - [API Integrations](https://www.hawksoft.com/partners/) - [Automated Communications](https://hawksoft.com/automated-communications/) - [Accounting](https://www.hawksoft.com/accounting/) - [Client Services](https://hawksoft.com/client-services/) - [E-Signature](https://www.hawksoft.com/agency-management-system/tour/esignature/) - [HawkLink for Google Chrome](https://hawksoft.com/hawklink/) - [Insured Mobile App](https://www.hawksoft.com/insured-mobile-app/) - [Managed Accounting](https://www.hawksoft.com/managed-accounting/) - [Rater](https://www.hawksoft.com/rater/) - [Self-service Certificates](https://www.hawksoft.com/self-service-certificates/) - [Text Messaging](https://www.hawksoft.com/agency-management-system/tour/text-messaging/) - [Websites](https://www.hawksoft.com/websites/) - [Feature Tour](https://www.hawksoft.com/agency-management-system/tour/) - Why HawkSoft - [Why HawkSoft is unique](https://www.hawksoft.com/why-hawksoft/) - [HawkSoft's Cloud Platform](https://hawksoft.com/6/) - [Service that Delights](https://www.hawksoft.com/agency-management-system/wow/) - [Conversions](https://www.hawksoft.com/agency-management-system/conversions/) - [Agency Stories](https://www.hawksoft.com/stories/) - About Us - [Our Story](https://www.hawksoft.com/about/story/) - [Core Values](https://www.hawksoft.com/about/core-values/) - [News](https://www.hawksoft.com/news/) - [People](https://www.hawksoft.com/about/people/) - [Partners](https://www.hawksoft.com/about/partners/) - [Careers](https://hawksoftinc.applicantpro.com/jobs/) - Support - [Contact Support](https://www.hawksoft.com/support/) - [Submit Support Ticket](https://www.hawksoft.com/support/ticket/) - [Join a Support Session](https://www.hawksoft.com/support/join/) - [System Requirements](https://www.hawksoft.com/support/system-requirements/) - [Work-From-Home Setup](https://hawksoft.com/workfromhome/) - [Download Center](http://download.hawksoftinc.com/) - [Meet the Team](https://www.hawksoft.com/support/meet-the-team/) - Resources - [Carrier Downloads](https://carriers.hawksoft.com/) - [HUG (HawkSoft User Group)](https://www.hawksoft.com/hugs/) - [HawkSoft Referral Program](https://www.hawksoft.com/referrals/) - [Network Partners](https://hawksoft.com/networks/) - [Documentation for Carrier Reps](https://www.hawksoft.com/carriers/) - [Book Rolls for Carriers](https://www.hawksoft.com/book-roll/) - [Shows & Conventions](https://www.hawksoft.com/shows/) - [Podcast](https://www.hawksoft.com/podcast/) - [Webinars](https://hawksoftusergroup.org/events/webinars/) - [Guides & Brochures](https://www.hawksoft.com/guides/) - [Blog](https://blog.hawksoft.com) - [REQUEST DEMO](https://www.hawksoft.com/demo/) # A Tour of HawkSoft # Video demos of HawkSoft's core capabilities These videos show a brief overview of select features in HawkSoft. This is not a full list of capabilities, but just a teaser. To learn more about the complete HawkSoft management system, please schedule a personalized demo. [![ Schedule a personalized HawkSoft Demo ](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/2877886/052444c2-7b5f-44ef-bd95-4b7743f74355.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/2877886/052444c2-7b5f-44ef-bd95-4b7743f74355) ##### Documenting a Client # (1m 35s) HawkSoft is self-documenting, logging all client interactions which reduces E&O. This easy-to-use platform improves your agency's workflows. ##### Text Messaging # (1m 49s) Enhance your agency's responsiveness and strengthen client relationships with Hawksoft's integrated Text Messaging solution. ##### Correspondence Templates # (2m 1s) Streamline your agency's client communications by creating customized templates for emails, letters, text messages, and more. ##### Batch Email # (1m 39s) Send clients personalized emails in just a few clicks, saving time and maintaining a personal touch. ##### Creating a Master COI # (1m 56s) Create master COIs with ease, ensuring consistency and improving client satisfaction with this powerful tool. ##### Self-Service Certificates # (1m 47s) Empower your clients to generate their own Certificates of Insurance (COIs) securely and conveniently, allowing for 24/7 access. ##### Quote & Bind with HawkLink # (2m 18s) Use one tool for all carrier and policy servicing needs.  Quickly flood information from HawkSoft to virtually any website. ##### Sales & Retention Reporting # (1m 22s) Improve client retention by tracking new business, renewals, cancellations, and identify new opportunities for growth. ##### Agency Intelligence Reporting # (2m 14s) Leverage Agency Intelligence to make informed decisions that drive growth and enhance client relationships. ##### Managing Daily Tasks # (1m 54s) Keep your team organized and responsive by integrating tasks seamlessly into your agency's workflows. ##### Downloads # (1m 33s) Configure download rules, manage unmatched items, access detailed reports, and set up automated tasks with ease. ##### Shortcuts # (1m 33s) Quickly log activities with keyboard shortcuts and navigate HawkSoft with ease when you create hot buttons. ##### HawkSoft's CEO and co-founder, Paul Hawkins, shares the HawkSoft Story Learn about our unique[father/son story](https://www.hawksoft.com/about/story/) and why agencies choose to stay with us on average for 18 years. (Hint: it has nothing to do with the features of our system!) *"I had 3 systems in house at one time to compare. HawkSoft is incomparably good when you call for help. The functionality is good and it is always getting better. We've merged 3 agencies together and have decades of experience with all 3 of these systems. When it was time to choose, HawkSoft was the over whelming choice hands down."* **Don L. ![stars](https://go.hawksoft.com/hs-fs/hubfs/stars.jpg?width=66&name=stars.jpg)** [Read reviews on Capterra](https://www.capterra.com/p/79412/HawkSoft-CMS/reviews/) *"I have been using HawkSoft since 2008 for the agency I work with. System was fantastic to start with even in 2008, but it kept evolving every year with new features and turned into THE BEST system I ever came across. It has all the bells and whistles one could wish for."* **Sagar R. ![stars](https://go.hawksoft.com/hs-fs/hubfs/stars.jpg?width=66&name=stars.jpg)** [Read reviews on G2](https://www.g2.com/products/hawksoft/reviews#reviews) ![2020](https://go.hawksoft.com/hubfs/2020.png) # About Us Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies. [Read More](https://www.hawksoft.com/about/story/)     ## Contact Us  (866) 884-4680   [sales@hawksoft.com](mailto:sales@hawksoft.com) - - - © Copyright 2020 HawkSoft, Inc. 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