Guides & Brochures
The insurance industry's leading personal lines solution
HawkSoft’s Client Management System (CMS) is the insurance industry’s leading solution for managing your personal lines agency. (HawkSoft also works great with commercial lines or a combination of personal and commercial.) With innovative tools to help write and maintain your personal lines book of business, your agency’s level of productivity will increase, and agencies of any size can become more efficient than ever. HawkSoft will help you have happier customers and higher profits.
Here are some of the many features to help you build your personal lines book of business:
- Unlimited, live product support
- Flexible, event-driven menus to fit your office work flows
- Commission reconciliation
- Dragging and dropping of any electronic file directly into customer files
- HawkSoft Virtual Printer converts any document to a PDF for paperless storage
- Access scanned documents and photos for any customer file
- Carrier downloads
- Integration with comparative raters
- Single-click data import from NetQuote or your agency website
- 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.
- Mass emailing from reports
- Print I.D. cards, letters, receipts and more with pre-filled customer information
- Real Time inquiries and quoting
- A comprehensive accounting solution
- Easily create ACORD forms, certificates of insurance, proposals, and receipts with pre-filled customer information
- Calendar management
- 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 product support.
Contact us today for a consultative demo or to learn more about how HawkSoft provides a superior experience.