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Features that deliver the most value for your investment

Agencies have better things to worry about than an a la carte menu of fees. Every HawkSoft agency gets the complete management system, not a lunch menu that nickel-and-dimes them for every feature. HawkSoft's complete Personal and Commercial Lines feature-set delivers the most value for your management system investment.

Unified Client File
Email Marketing
Sales & CRM Pipeline
Personal & Commercial Workflows
Carrier Downloads
Mobile-friendly

Grow your book

 

What good is investing in fancy tools if they are too difficult to use? HawkSoft delivers an all-inclusive management system to grow your book of business with the ease-of-use that allows your staff to quickly learn and apply the tools.

Retain more clients

 

Your bread and butter depends on client retention. The intelligent automation built into HawkSoft allows you to automatically learn of clients that need urgent attention. The auto-documentation system ensures every client interaction - whether it is a phone call, incoming email, text message, or an email campaign - is logged as history.

Measure performance

  • One-click KPI Reports in Agency Intelligence
  • Commission Statement Importer
  • Accounting + QuickBooks integration

 

Check your agency vitals with our Agency Intelligence dashboard. You can also create custom reports at any time using our Report Generator.

Commission Importer saves hours of work and hundreds of dollars in bookkeeping expenses every month. Import Excel or CSV commission statements with fields automatically mapped to HawkSoft's accounting system.

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