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HawkSoft, designed with commercial lines in mind

Whether your agency writes Property, General Liability, Automobile, Mechanical Breakdown, Inland Marine, Crime, Umbrella, Workers’ Compensation or any other lines of business, HawkSoft provides industry-leading tools and the flexibility you need to manage your commercial lines book of business:

  • Customizable sales proposal system
  • Carrier downloads
  • QuickBooks integration to record agency bill invoices, receipts, and accounts payable reports
  • Dragging and dropping of any electronic file directly into customer files
  • HawkSoft Virtual Printer converts any document to a PDF for paperless storage
  • Management reports to show production reports, cancellation reports, book of business reports, retention reports, and many more
  • Marketing reports include cross-sell reports, past customer reports with expiration dates, past prospect reports to resolicit, etc.
  • Unlimited, live customer service
  • Easily create ACORD forms, certificates of insurance, proposals, and receipts with pre-filled customer information
  • Commission reconciliation and agent commission reporting
  • Easy modification and manual entry of commercial policies
  • Auto-populating coverage screen for each line of business
  • Commercial property underwriting
  • Management of general liability hazards in commercial policies
  • Commission management
  • Comparative insurance rating
  • Contact management
  • Document management
  • Policy management
  • Quote management

Since 1995, HawkSoft has been nationally recognized as a leading provider of innovative insurance agency management solutions. HawkSoft’s Client Management System (CMS) is the premier online or locally hosted agency management system for agencies that manage any combination of personal and commercial lines business. HawkSoft is recommended by more independent agents across the U.S. In fact, on Capterra.com, HawkSoft received 5 out of 5 stars in all three categories: overall, ease of use, and customer service.

Contact us today for a consultative demo or to learn more about how HawkSoft is enhancing the way agencies approach commercial lines of business.