Wer nutzt diese Software?
HawkSoft is for Commercial and Personal Lines agencies who value a meaningful, long-term relationship with a privately-owned company that delivers exceptional value in their management system.
Durchschnittliche Bewertung49 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4.4 / 5
- Kundenservice 4.8 / 5
- Funktionen 4.3 / 5
- Preis-Leistungs-Verhältnis 4.4 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Installiert - Mac
Cloud, SaaS, Web
Installiert - Windows
Mobile - iOS Native
Mobile - Android Native
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 1995
Über HawkSoft CMS
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows without sacrificing a delightful experience for staff and policyholders. Created by independent agents, the people of HawkSoft take pride in being independently-owned and answerable to agencies that use the system to power their insurance business. HawkSoft continues to evolve into a cutting-edge system that powers thousands of agencies writing personal and commercial risk.
HawkSoft CMS Funktionen
- Leben & Gesundheit
- Schaden- und Unfallversicherung
- Verwaltung von Versicherungspolicen
Die hilfreichsten Reviews für HawkSoft CMS
Bewertet am 24.8.2018
Using Hawksoft for our Agency Management System
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.
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.
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.
Bewertet am 8.1.2019
Economical, user-friendly agency management
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.
Bewertet am 12.10.2018
HawkSoft - Agency's best companion
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.
Bewertet am 17.9.2018
Best Agency Management System Ever
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.
Bewertet am 24.8.2018
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.