A management system is the blueprint upon which you build your agency’s operations and workflows.
Choose a worthy one.
Your road to independence
HawkSoft understands the complexities you are going through as you become an independent agency. We’re here to help you find the best solution for your agency. Deciding to invest in a management system may be your single most important decision that will significantly affect where your agency will be in the years ahead.
The right partner and system can help you run your agency more efficiently so you can get back to doing what’s most important — building relationships.
Let's get started
Schedule one-on-one demo of HawkSoftQuestions?
sales@hawksoft.com | 1-866-884-4680 Option 4
Nationwide Toolbox
Resources to help guide you on your
path to independence.
Current Onboarding Capacity
{as of 6/2/2020}
86%
"...having an agency management system is a must and there is not a more user friendly system than HawkSoft. In my opinion, HawkSoft will help you to grow and manage your agency."
"After 5 years of unsuccessfully trying multiple CRM options we have found a home with HawkSoft. HawkSoft empowers me to envision our next level of growth because we have the proper tech infrastructure to support our goals. We dream of possibilities; HawkSoft and their team allows them to become a reality."
Nationwide Package
With HawkSoft you will receive all the technology, training, and support needed to give you a solid foundation on which to successfully build your independent agency.
What a great management system should do for you
Increase Sales & Retention
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.
Bring Sanity to your Workday
Automating daily transactions through intuitive and efficient workflows brings sanity to your staff’s workday.
Grow Revenue & Reduce Costs
Use meaningful data to measure and grow your business while reducing costs. Automated processes lead to more effective and efficiently managed business —two key factors that lead to a higher valuation of your business.
Let’s face it: 80% of the capabilities across agency management systems are the same. So how do you cut through the sales pitch and differentiate between vendors?
Experience the Difference in our:
Our People
HawkSoft is privately-owned by the same family that founded it in 1995. Unlike companies run by investment groups or large parent organizations, our agenda is driven by our customers.
HawkSoft is accountable to two types of stakeholders – employees and customers.
97%
Recommendation
rate
18 years
Average agency
retention rate
98%
Satisfaction rate
with call support
Passionate and Approachable
We care
HawkSoft has a unique story and a unique product. Our purpose is to give independent agencies the knowledge and tools to build their businesses around memorable service and meaningful relationships.
"We are proud to be a family-owned business in a family-centric industry that protects American families and businesses."
Our Service
Beyond software and features, product support is our hidden competitive advantage. It’s what drives our high retention numbers and what we hear most when people talk about HawkSoft. Trained representatives truly understand the insurance business and HawkSoft’s system.
"In my 41 years of business, I have never worked with a company with better customer service than HawkSoft!"
Don’t take our word for it, listen to our customers.
Agencies that use HawkSoft say our commitment to Service That Delights really shines in every interaction.
Put our customer support to the test by calling 1-866-884-4680, Option 3.
We're confident you'll get a feel for our commitment to service.
"Someone really does answer the phone and is able to help if you call product support!"
"HawkSoft employees understand things from an agency viewpoint. They have all been so helpful, personable, and efficient."
"Tech Support at HawkSoft explains the system to our staff in terms we can all understand."
Sense of Community
Deliver an Exceptional Experience
For the Good of All
Do the Right Thing
Work to Live, Don't Live to Work
Focus on the Solution
Growth
Attitude of Gratitude
Our Culture
HawkSoft’s unique company culture is a key driver of our success. We have learned through our experiments that a strong company culture affects the success of the business. It often begins with employees’ happiness, which in turn influences customer satisfaction. And customer satisfaction is our number one priority.
HawkSoft lives its core values. Everything we do for our employees and customers is driven from one of our core values.
Our core values are not just flowery words to us, they're important beliefs woven into the fabric of our company and every employee.
We believe in hiring genuine people.
"Some of the best advice I ever received when I first started HawkSoft was, ‘Paul, one of the most important things you’ll ever do is surround yourself with good people.’ This is one thing I will not veer from—we hire good people that fit our culture."
Our culture has landed us the following ratings and awards. We are humbled by this and make it our mission to exemplify our core values and culture by delivering an exceptional experience to our customers.
Learn More
Our Product
The #1 investment to manage and grow your personal and commercial lines business. HawkSoft is built around the agent’s workflows, not the other way around.
- 97% of our customers say they would recommend HawkSoft to their peers
- The only system designed to optimize an agency’s daily workflows
- One system to manage Personal and Commercial lines, and automate policy updates across multiple carriers
- A system that your staff will love spending 95% of their workday using
Core Features
All the core features to manage, grow, and measure your agency in 4 clicks or less.
We listen and implement
Many of our product enhancements come from ideas that our agents submit through our HawkSoft Community, and are voted on by other agents.
"Annotating, log entries, and documentation in HawkSoft is way ahead of the competition."
"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."
"Our investment in HawkSoft is some of the best money
we have spent with our agency."
Our Price
Honest and transparent pricing
HawkSoft provides the #1 value in management systems. Agencies looking for the highest return from their management system investment have come to the right place.
No contracts.
No gimmicky introductory offers.
Don't hold your agency hostage to long-term commitments with low introductory offers. These offers mean that your price will skyrocket after the honeymoon is over. Data extraction fees may also be in the fine print.
HawkSoft has no contracts. We also believe your data belongs to you. Get a copy of it anytime, at no cost.
Why I Chose HawkSoft
Contact us today - HawkSoft is on your side!
Give us a call or schedule a demo with one of our experienced Territory Managers who will be happy to discuss features and price in more detail. We’re ready to be your partner.