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The only system with a 97% recommendation rate.

16 years

Average time agencies stay with HawkSoft


First-call resolution when agencies call on us for help


Agencies using HawkSoft that recommend us to other agencies

HawkSoft is so much a part of my agency’s DNA that if — at any point in the future — HawkSoft did not exist, that would be the day that I’d put my agency up for sale.

Claudia McClain
McClain Insurance Services

"The staff at HawkSoft are vibrant. They're passionate. It's a company, it's a product, but it has life. I would put HawkSoft really at the top of their game."

Lou Rotta
Agency Owner
Quantum Insurance Group Inc

"When I call HawkSoft, no matter what time of day it is, it is like I'm their first call of the day."

Cindy Steinbach
Agency Owner
Mayville Insurance Agency Inc

"Our investment in HawkSoft is some of the best money we have spent within our agency."

Becky Hayes
Office Manager
Agency Partners Inc

"I don't think other systems hold a candle to HawkSoft. At the end of the day, we're just in the trenches doing our work and you're trying to find a system that will be simple, fast, efficient, and effective."

Pat Lamb
Agency Owner
Select Insurance Services Agency Inc

"You are treated as someone that they care about, rather than being a number."

Frank Millsaps
Millsaps & Associates Inc


Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes.


Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients.


Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.

5 Questions Agencies Wished They Had Asked Before Choosing a Management System

Our Promise To Your Agency

Your investment in HawkSoft will pay for itself in the first year.