Automation & Efficiency

• Intuitive workflows for personal & commercial policy management—get to any data in 4 clicks or less.
• Task assignment, follow-up reminders, and tracking features help you manage daily tasks.
• Carrier downloads and pre-fills for ACORD Forms and Certificates eliminate manual entry.
• Automatic documentation records every action you perform on a policy for E&O mitigation. 
• Virtual Printer and drag & drop functionality make for quick and easy doc management.
• Agent Portal allows you to access client data, policies, and coverages on mobile devices. 
  
• HawkLink browser tool maps data from HawkSoft into carrier websites. 
• Hazard tracking makes it easy to manage Workers' Comp policies.
• Add-ons like e-Signature, an insured mobile app, and our Self-service Certificates portal save time for both you and your clients. 

Learn more about the benefits of automation

"HawkSoft has positioned our agency to be more efficient and organized. Re-quoting business and documenting files has never been so easy. Every independent agency should consider HawkSoft."

Anthony Rollins
Rollins Insurance, KY

"Batch email makes it easy to run our monthly cross-selling campaigns. Great job on providing a very nimble feature requiring very little setup." 

Martin Felix
Neighborhood Insurance Agency

Sales & Marketing

• Website lead capture imports leads directly into HawkSoft.
• Integration with all major raters makes for easy Home and Auto quoting.
• Uprate alerts notify you when premiums increase.
• Batch email and texting with correspondence templates facilitate easy client communication at no extra cost.
• API integrations extend functionality for sales and marketing automation.

Learn more about sales & marketing features

Reporting & Analytics

• See important KPIs at a glance
  Our built-in, no-cost Agency Intelligence reports let you see and email clients directly from reports for book of business, retention, cross-selling, and sales pipeline.
• Cut manual labor and bookkeeping expenses
  Our Commission Statement Importer automatically maps fields to HawkSoft’s accounting system. 
• Manage your full range of trust and operating accounting 
  QuickBooks integration and Managed Accounting Services provide comprehensive accounting solutions. 

Learn more about reporting & analytics

"Agency Intelligence is awesome! Not only do I get summarized info, but with 2 clicks I can drill down deeper into the data."

Joe Hershey
Definitive Insurance Solutions, LLC

"HawkSoft vets each Partner to ensure they fit our unique audience of agencies and commit to securing your agency’s data and your ownership of data." 

Kenneth Hendricks
HawkSoft Business Development Coordinator

API Integrations

HawkSoft offers integration with a number of third-party platforms through our Partner API, providing your agency the freedom to choose which tools and solutions you need from an ever-growing number of vetted partners. 

See all our available API integrations