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Vorteile:

We like the functionality and the quality of the support team, plus how it easily integrates with external applications (Outlook, QuickBooks and DocuSign).

Nachteile:

It's all lumped under "other. Commission Reports for Life & Health are difficult to reconcile for various reasons.

Bewertungen zu HawkSoft CMS

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,3
Kundenservice
4,6
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,3

Weiterempfehlungsquote

8,5/10

HawkSoft CMS hat eine Gesamtbewertung von 4,4 von 5 Sternen basierend auf 62 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (62)

Pramod
Pramod
Business Analyst in Indien
Verifizierter Nutzer auf LinkedIn
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

HawkSoft - Agency's best companion

5,0 vor 6 Jahren

Kommentare: We have used many AMS like AMS360, EzApps, etc for different agencies, but HawkSoft is the BEST. It stands up from crowd and it provides something which no other AMS could provide, PEACE of MIND. We know our data is safe in hands of HawkSoft.

Vorteile:

HawkSoft is best all-in-one solution for small & growing agency as well as well established agency. It can maintain & manage data for thousands of customers without breaking a sweat. Very fluid, modern interface which is very easy to learn and use, loads of customization, complete control over your data and robust performance are plus points of this AMS. Also if you are new user, help is in abundance and available at your fingertips. Their integration with Raters and carriers is time saver.

Nachteile:

Only thing I didn't like about HawkSoft is that their training course (HawkSoft University) are very expensive and provides very generic knowledge for the fees they charge.

Paulette
Agency Sales Manager in USA
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Using Hawksoft for our Agency Management System

4,0 vor 6 Jahren

Kommentare: Overall, Hawksoft management and the development team are wonderful to work with and receptive to what an agency needs. There
are many features that enable us to save time when handling our clients. The direct links that can be set
up to company websites is a great help. Agency Intelligence gives a quick snapshot of the book of business so you can see where to focus your cross selling attempts.

Vorteile:

Having only used Hawksoft for a little more than a year, it is still a "work in progress". The support staff is wonderful whenever you have to call in to ask a question. There are many wonderful features that are very user friendly and time saving, such as the "hot keys", "external links", and other quick features on the task bar. I really like using the "virtual printer" which makes it very easy to attach a document so it doesn't have to be printed and scanned. The drag & drop feature is also very convenient. The "help" feature and all of the training guides give you step by step processes to follow, so "self-training" is easy as well. Management is delightful to work with and very receptive to agency needs. It integrates with our emailing system well.

Nachteile:

These are the things that could assist running an agency smoother: Reports could be easier to use. It would be nice if you could "drill down" commission reports more specifically like you can production reports. Also, the commercial book of business is skewed because when tax & fees are added to the premium it looks like there is more premium than there actually is. Commercial lines could be easier to navigate through. It is not as user friendly for life & health and there is no category to segment "Group Benefits". It's all lumped under "other". Commission Reports for Life & Health are difficult to reconcile for various reasons. We chose Hawksoft because we were told that every line of business could be combined into 1 management system (except for investments of course) and that is not as simple as it sounds. There are challenges. Integrating with a rater would be wonderful for personal lines. A pet peave of the agency principle is that you have to click too many things to get out of something. Agency billing & invoicing is a challenge at times.

Michael
Agent & Manager in USA
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Unstable/Constant Issues, but Good when it works

2,0 vor 4 Jahren

Kommentare: When the system works, it is fine, but it errors about once a week. It is a constant battle and with what we do and how important the system is to our minute by minute workflow, the instability kills this product for us. Knowing this now, I would have opted for a different program/company. You simply can't trust that it will be there all the time for your company, or that work you do won't just be lost at random.

Vorteile:

The ability to drag and drop was a step up from our previous, not much else, perhaps some of the interactivity and organization of the tasks.

Nachteile:

Notes entered can be dropped/lost without notice with relative frequency, and when notes are absolutely essential to what we do, well, simply put, that cannot happen.

Antwort von HawkSoft

vor 4 Jahren

Thank you for sharing your concerns, Michael. The recent connectivity issues you experienced are due to load-balancing problems on one of our servers. It affected only those agencies whose data is hosted on that server, but we understand the frustration caused by the loss of productivity and disruption to your business, as well as the impact that trickles through to policyholders who trust your agency for timely service. The connectivity issues lasted for nearly half the day for most agencies in that region. We trust that your agency is now back up and running. We value you as a customer, Michael, and we want to understand all of your concerns as fully as possible. Please don't hesitate to reach out to support@hawksoft.com if you would like to discuss your experience further. While we can't promise that there will never be disruptions to service, we can promise that we'll leave no stone unturned to make it right for you and your agency when there is a disruption.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Feature rich but high learning curve

5,0 vor 3 Jahren

Kommentare: It’s a great product and one that keeps my workflow moving.

Vorteile:

Accessing to customer files and notes on the fly makes handing customers easy. Keeping notes up to date is essential to making sure that clients are handled on time and according to client requests.

Nachteile:

Lots of features are missing and are added based on fees. So what you may think is included, isn’t, and you’ll get charged monthly for it.

Antwort von HawkSoft

vor 3 Jahren

Thanks for leaving such a great review of HawkSoft! In response to your comment on fees, HawkSoft includes all the core management features you need to run your agency (including reports and dashboards, batch email marketing, accounting workflows, our mobile-friendly Agent Portal, and more) at one price, rather than using pricing tiers. We do also offer add-on features for agencies looking to customize their insurance technology stack, such as our e-Signature solution, Managed Accounting Services, and API integrations for marketing automation, review management, and much more. In our eyes, an agency should have all necessary agency management features included at one flat rate, with the ability to customize their technology stack as their agency grows and their needs evolve. We don't want to build those customization costs into the price when not all agencies will need those features.

Rebecca
Rebecca
Processor and CSR in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Economical, user-friendly agency management

4,0 vor 6 Jahren

Kommentare: Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick. They work well even with our outside tech support company. We are able to efficiently maintain our database and our employees can easily navigate the system making them more productive.

Vorteile:

Intuitive - easy to use. Adding functionality frequently. Allows many windows open at once in case we get client calls one after another. Economical - much better pricing than most other products. Lots of reporting options that help us keep on top of many agency aspects from sales to retention, to the flow of business. Several opportunities to connect and learn annually with the conventions they offer around the country. Great learning sessions in each - highly recommend attending conventions.

Nachteile:

Slower-than-desired rollout of integrated texting that our clients want. Software doesn't do quite as good of a job of exporting to multi-raters (EZLynx in particular) as I'd hope. Some of the things I would expect to match up do not and we have to adjust them manually. There are a few things (like vehicle types or branded titles) that we can't run reports on.

Sagar
Subject Matter Expert in Indien
Verifizierter Nutzer auf LinkedIn
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best Agency Management System Ever

5,0 vor 6 Jahren

Kommentare: We are storing and maintaining over 1000 customers in HawkSoft, seamlessly and effortlessly. Fetching customer info, updating data, printing documents/certificates is piece of cake in HakwSoft. Every agency must have this system.

Vorteile:

I have been using HawkSoft CMS since 2008 for the agency I work with. System was fantastic to start with even in 2008, but it kept evolving every year with new features and turned into THE BEST system I ever came across. It has all the bells and whistles one could wish for from such type of systems. Easy of use, help on the every click and integration with other carriers, rating websites makes this system perfect solution. I am not an insurance agent, however I could master it within just few days of use.

Nachteile:

None. Its just perfect. HawkSoft people already keep adding new features, improving, fixing it to the system which is already perfect.

Dan
Dan
Owner in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A True Partner

5,0 vor 6 Jahren

Kommentare: While at national user group conference, agency owner to founder of HawkSoft "I wish we could do this in HawkSoft." Founder of HawkSoft "I like it!" - to his development guys in the room "Figure out how we are going to do that because it's gonna happen!" They listen and respond. Awesome company to be partnered with!!!

Vorteile:

The most responsive agency management system system I have ever been exposed to! They truly care about their agency partners - our needs and desires!

Nachteile:

I'm actually struggling with finding something I don't like about HawkSoft. It is taking a long time for them to open up their API, but I know they are begin very diligent and purposeful about it and that I can appreciate!

Ryan
Ryan
Insurance Agent in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Amazing way to keep track of and list your clients data in one place.

5,0 vor 7 Jahren

Kommentare: Amazing program and awesome support staff when needed.

Vorteile:

This program is very robust. We keep track of all of our client data, signature forms, photos, etc. all within this program. I highly recommend this program to any Insurance or Office Agency.

Nachteile:

The only thing that I don't like is that you are very limited to what you can customize for individual use. Meaning, every producer in our office likes to set things up to their own systems and color schemes. Although you can do this to an extent, it would be nice if you could do more.

Tannya
mgr in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Popular Insurance Client Mgt System, but bnot as user friendly as others

4,0 vor 10 Monaten

Kommentare: Overall, Hawksoft is a good client management system

Vorteile:

Like how easy it is to manage Certificates of insurance

Nachteile:

would prefer an easier way to attach documents to each policy

Antwort von HawkSoft

vor 10 Monaten

Thank you for the review! We appreciate your candid feedback. We'll take what you said back to our team to improve future updates. We do have drag-n-drop of attachments from the desktop to our system. If there is an easier way to handle this workflow, please contact us. Thank you!

Anthony
Customer Service Representative in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Hawksoft Rocks

5,0 vor 6 Jahren

Kommentare: Overall I have had a very positive experience using Hawksoft. Should I ever run into an issue, I call support and the issue is taken care of. Top notch tech support and customer service.

Vorteile:

The ease with whitch we can log calls and transactions with clients, and how easy it is to track a clients history with us.

Nachteile:

I cant think of any at this time, I have had nothing but a positive experience

James
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Love Hawksoft

5,0 vor 2 Jahren

Kommentare: I switched from one of the big two and the only regret I have is not switching sooner. Current reports do not do historical changes currently.

Vorteile:

The customer service is the most important part of hawksoft. They make you part of the family. It is an amazing family. The program is amazing, it works for our commercial, personal lines and they are growing with partners that help us automate.

Nachteile:

They were amazing to transfer data. The software is not perfect, but it has been amazing and we love it.

Antwort von HawkSoft

vor 2 Jahren

Thank you for the heartfelt review. We're glad you feel like part of the family at HawkSoft - that means we've done our job!

Lee
Owner in USA
Versicherung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Like drinking from a fire hose

4,0 vor 3 Jahren

Vorteile:

I came from captive world so does all was quite a shock but the software does what it says it will do

Nachteile:

It seems like companies put way too many options and features into software these days like they have to give you every option in the world, I would like to find a company that just keeps it simple and a little more basic. There are 12 major tasks that are done in anb insurance agency each week and software these days does about 10,000. Warren Buffet does not even have a computer on his desk.

Antwort von HawkSoft

vor 3 Jahren

Thanks for leaving us such a great review, Lee! The HawkSoft system does include a lot of options - our goal is to allow agencies to set things up in whatever way works best with their workflows, rather than conforming their processes to our system. Many of our features are implemented due to feedback from real agencies who have requested them. There is always a learning curve for adopting a new system, but but our training guides and videos can help you get the basics down quickly. And you have consultation sessions with our implementation team across your first year to help you learn more once you've got that down! Feel free to let them know if there's anything your agency could use a little extra help on.

Chris
Agency Principal in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Hawksoft can't deliver

1,0 vor 4 Jahren

Kommentare: What used to be good is now horribly unreliable and the management's refusal to adequately address their server hosting partner's incompetence and inability to deliver consistent connectivity is an embarrasment.

Vorteile:

The product itself is functional and easy to use.

Nachteile:

Hawksoft is not able to consistently deliver reliable connectivity. They system frequently goes offline, sometimes for days, and this completely shuts down an agency.

Antwort von HawkSoft

vor 4 Jahren

Thank you for sharing your concerns, Chris. We learned that yesterday's connectivity issue with one of our online hosting partners was due to the crashing of a file cluster. The issue affected some agencies in your region for about an hour. We understand the frustration caused by the loss of productivity and disruption to your business, and consequently your clients. We would feel the same way you do. The recent connectivity issues with this partner at this server location are unacceptable to us. We are actively working with them to improve the online hosting experience at this location. We also look forward to the completion of our HawkSoft Cloud project, which will eliminate the need for online hosting partners and allow you to access data more directly from our own secure cloud servers. We have reached out to you in the past to discuss your concerns, and will again for this instance. We value you as a customer and want to make it right for you when there is a service disruption.

Steve
Owner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The best Agency Management Software ever!

5,0 vor 5 Jahren

Kommentare: Need i go on..........outstanding!

Vorteile:

Ease of use and customer service. Absolutely the best customer service/support I have ever seen with any vendor in my 35 years as an agency owner. The software is so intuitive that we can have a new hire up and running their first day although of course they continue to learn more features as they continue to use it. This product just works. And they are constantly pushing out additional features and improvements.

Nachteile:

There is nothing I do not like about Hawksoft. I never need to pay attention to any further solicitations from other agency management vendors. This is what my agency will use until I do not own the agency. And I will strongly suggest that the next owner continue to use Hawksoft.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Very effective client management system.

5,0 vor 4 Jahren

Kommentare: Being able to text a client directly from the system is very handy and time saving. One of the best updates that they have had.

Vorteile:

Hawksoft is the reason that our business runs so smoothly. Being able to suspend tasks for days, and weeks out is amazing. having a scratch pad to jot things down on while in a client file, or working on another client is helpful. There are so many things to list. And with every update the system keeps improving.

Nachteile:

I guess the only thing that I would have to say, is that I wish that there was an integrated messaging between agents. Not so much text messages, or sending emails, but being able to send a quick note to a co-worker would be helpful.

Antwort von HawkSoft

vor 4 Jahren

Thank you for leaving us such a great review! We're happy to hear that HawkSoft is improving your agency workflows. And we're looking forward to adding Automated Tasks in the future, which should help with your wishlist items!

Gretchen
CSR in USA
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Management system

5,0 vor 2 Jahren

Kommentare: So easy to work with if you can understand the client on the phone. We can search clients by address or phone number.

Vorteile:

Hawksoft makes it easy to find clients and manage other items the clients need all in one place and is user friendly.

Nachteile:

Nothing that I dislike, we all had an easy time switching to this system

Antwort von HawkSoft

vor 2 Jahren

Thank you for the thoughtful review! We appreciate the kind words and we're glad HawkSoft has helped your agency be more efficient.

Amerah
Commercial Lines Account Manager in USA
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Hawksoft Review

4,0 vor 6 Jahren

Kommentare: Hawksoft is very straight forward and easy to use. If you have a question, you can check the training guide real fast. Frankly, with a few tweaks, I would say it could be the perfect system to use in any insurance business.

Vorteile:

It is very easy to use and the customer service department is always quick to respond if I have questions. I love that they listen to my ideas regarding improvement and are almost always ready with helpful solutions to my concerns.

Nachteile:

It is not as geared to the commercial side of the business as we would like to see it, especially when it comes to the commercial auto line of business and their additional insureds and when the auto is packaged into one policy with the GL/other lines of business.

Linda
Ins agent in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Hawksoft review

5,0 letztes Jahr

Kommentare: Customer service is always good.......the convention everyone was sooo nice

Vorteile:

I wish we would have had hands on training I know we are missing so many things that can be done

Nachteile:

When we got set up everyone is a customer and an active member......talked to someone to del the prospects that were active but was told will have to do one by one

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Hawksoft rules service!

5,0 vor 6 Jahren

Kommentare: Never missed a client, Earn graphs, Agency insight at fingertips to make sane decisions.
Manage my staff :)

Vorteile:

Variety of Connectivity clients(Dell Workspace, Parallels, RDP) to use to connect to the online Hawksoft environment, Freedom to use Hawksoft Online or use it in Local secluded mode, this gives pro-choice security options, Integrated customer service from Kotter Group and Hawksoft, Constant backups ensure, even in the most dangerous attacks, Hawksoft can revert back and keep its ground. Unbeatable!

Nachteile:

Old looks, Resourceful tools can be made a little fancy, misses asthetic.

Jack
CEO
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

Hawksoft

5,0 vor 15 Jahren

Kommentare: Best system we tested and reviewed for the money...we tested every agency management system available to independent agents over a six month period .(including the majors AMS 360, Tam Online,) This system is light years ahead of AMS Instar which is the system we changed from. Customer service is outstanding, the initial training for the system for our staff was very good...that was not my experience at all with AMS. (Vertafore) From an ease of use standpoint the system is outstanding, from a technical side the system is just as advanced as a system that is twice as expensive...in my opinion you are wasting your money if you do not invest in this system...you are welcome to call me directly for further questions: 513-662-7000

Vorteile:

Bridging with carriers not supporting Transformation Station,bridging to your comparative rater and from your comparative rater. A system you can truly go "paperless" on. Seamless bridging with Quickbooks without the need to purchase an accounting module. Can have open as many client files as you wish at the same time. (Big time saver compared to systems where only 1 client file at a time can be open) Emails are automatically saved for E&O reasons, you can grab and attache emails, pictures, documents and easly place on the client file by dragging and dropping. (Big time saver)

Nachteile:

Takes several months to be up and running with data conversions, unfortunately that would be the case in moving to any agency management system...we see no major weakness with the program. (I'm not being paid to say this by the way...we truly love the system compared to our previous system with Instar<AMS>)

Don
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Service comparisons HawkSoft and the 2 of the most used management systems

5,0 vor 6 Jahren

Kommentare: the over all experience doesn't get better.

Vorteile:

I had all 3 systems in house at one time to compare. HawkSoft is incomparably good when you call for help. The functionality is good and it is always getting better. We've merged 3 agencies together and have decades of experience with all 3 of these systems. When it was time to choose HawkSoft was the over whelming choice hands down. T

Nachteile:

An insurance agency focused accounting system which was fully integrated with HawkSoft would be a big help.

Darya
Marketing Director in USA
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great customer management system, which makes it simple to input and keep track of customers

4,0 vor 7 Jahren

Kommentare: Easy way to manage clients and all information in a organized matter.

Vorteile:

-Ease of use of Hawksoft & wonderful customer service when you have an issue -Simple way to input clients and keep track of all their information -Fast way to do downloads -Links easily with other referral tracking sites -Easy to update and maintain -Specific and self explanatory

Nachteile:

Sometimes Hawksoft slows down and freezes. At times too fast, so take your time when inputting information - there can be lots of steps.

Charles
Vice President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

So great to be out of Applied Systems hell!

5,0 vor 6 Jahren

Kommentare: CMS allowed me to discontinue my scanning software. It's easy to use. Training new hires is a snap. The customer service is first rate and very friendly. All that and the price is great!
After years of being gouged by Applied, I'm so happy to have found CMS. Raving fan.

Vorteile:

So easy to use. Integrated document management. Download service at no extra cost.

Nachteile:

I would like two things: The ability to mark up scans with notes, etc.. and OCR ability on scans. I miss the powerful OCR ability of docStar, my prior scanning solution.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

HawkSoft Has Been a Great CMS

5,0 vor 6 Jahren

Kommentare: It works well for the obvious- tracking clients- but is also a good way to track employee activities, vendor correspondence, etc.

Vorteile:

Customer Support is equal to none; they are always responsive and willing to improve on their product.

Nachteile:

We tried using HawkSoft Anywhere (HSA) which was hosted by a 3rd party vendor, and had connectivity issues as well as a few quirks in processing emails, printing functions, etc., and went back to our local install and have had no real problems since that.

MaryAnn
Trainer/Developmental Coach in USA
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Agency Management System for Real Agencies

5,0 vor 6 Jahren

Kommentare: We've used Hawksoft since 2010 and have been very satisfied with their program and their service.

Vorteile:

The software is super user friendly and Hawksoft's support staff is even more so. Their people never make you feel like your issue is insignificant or that your computer skills are lacking ... which may be the case but they're always so accommodating anyway.

Nachteile:

The functionality on the commercial side of things lack a bit but Hawksoft is working on it diligently.