Tired of insurance accounting?

Introducing Insurance Accounting Automation

Give your staff the ability to focus their resources on their core competencies while offloading your agency’s insurance accounting needs to a trusted partner.

Our certified professionals understand the interplay between insurance bookkeeping, agency management systems, and carriers. HawkSoft Managed Accounting’s experienced team of bookkeepers and commission specialists are proficient with both HawkSoft and Quickbooks.

Changing how modern insurance agents handle bookkeeping

HawkSoft Managed Accounting has taken the stress of agency accounting off our plate. We are engaged with professionals who are extremely knowledgeable in all aspects of insurance accounting while providing timely, comprehensive service.

Matt Smith Smith Insurance and Bonds

Hawksoft Managed Accounting continues to provide an efficient and cost-effective solution to our agency’s growing accounting and financial needs with pleasant and positive team members.

Ty Whitney Whitney Commercial Insurance Advisors, LLC

Benefits of Managed Accounting

Choose Which Services

Our Managed Accounting services are categorized into three products that each offer three tiers of service, depending on how much assistance your agency desires. There are no contracts, so you can cancel or change services at any time.

While the services for each product and tier are standardized, our team can provide additional services such as payroll or bank reconciliation on an ad hoc or recurring basis for an additional fee, and we’re happy to bundle multiple products or add-ons.

Managing my agency is so much easier with HawkSoft’s managed accounting service. The team ensures our trust and operating accounting, direct bill commissions, and payroll are done correctly and on time. They review our monthly expenses and find creative ways to save money. Their team is part of our agency family, and we can’t imagine doing our accounting without them.

Robert and Jennifer James Pacific Northwest Insurance

Yes! I want to learn more about HawkSoft Managed Accounting.

Schedule a discovery call with our team and we’ll consult with you to determine your agency’s needs and which products and tier of service will best suit your agency. Scheduling this call secures your place in line if you choose to proceed with HawkSoft Managed Accounting, but does not obligate you to purchase any service from us.

Schedule your discovery call
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