Home > Insurance Software > HawkSoft > HawkSoft vs EIS

HawkSoft vs EIS

Last Updated: November 18th, 2024

Our analysts compared HawkSoft vs EIS based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Hawksoft provides agencies with customer relations and agency management solutions. It automates communication tasks and activities for improving customer experiences and relationships. Its reporting and analysis modules reduce errors and omissions and generate alerts, tasks and reminders for important events. Users get periodic reports on business health, KPIs, cross-sales and possible growth opportunities. It centralizes system procedures and documentation to streamline data sharing across multiple levels and update policies with carrier guidelines.

Provides a 360-degree view of policyholders for informed business decision-making. Its integrated rating system sets up clients with choices best suited to their individual needs. It supports TCPA compliant text messaging, e-Signatures and self-service certificates for policyholders.

EIS is a cloud-native ecosystem for brokers and insurers. It provides workflow automation, product development and a centralized suite where any process can be viewed or managed.

Users can access engagement reports and analytics to oversee customer activity. Extend platform capabilities with third-party integrations and enable access to external data using APIs. It provides the ability to organize data assets and manage claims, policies and billing.

$250 Monthly

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Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

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Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Increased Customer Retention: Improve customer loyalty with specialized alerts designed to proactively notify agents about policyholder requirements and crucial touchpoints.
Improved Lead Conversion: Convert more leads into clients with an intelligent sales pipeline consisting of cross-sell and upsell reports, scheduled communications, batch emails and more.
Flexible Contracts: Opt for short-term contracts to try the platform instead of potentially regrettable long-term contracts.
Mobile-ready Platform: Improve accessibility and usability for both agents and policyholders with remote access to the system via smartphones and tablets.
Automated To-do-Lists: Get a list of reminders and tasks based on important policy events and upcoming activities with the smart concierge tool.

Better Customer Understanding: Comprehend and anticipate client needs with readable analytics. Modify processes to optimize experiences based on client feedback.
User-friendly Navigation: Enhance visibility of the platform with user-centric dashboards. Organize information quickly to improve overall accessibility.
Tailored Products: Build and deliver customized products tailored to fit client needs. Streamline development and access pre-made content for simplified building.
Personalized Programs: Build personalized plans for customers based on provided requirements. Enhance customer experience by providing more options.
Enhanced Productivity: Automate tasks and streamline processes to allow increased focus on more complex tasks. Increase efficiency by optimizing workflows and lessen the time spent developing products.

Agency Management System: Implement a consistent and reliable documentation process for all carriers, policyholders and agents. Set up automated strategies for client communication, marketing campaigns, lead generation, task assignments and notifications. Run reports on productivity, profitability, revenue and more.
Agency Intelligence: Generate customized reports on policyholder data, sales pipeline forecasts, account rounding, cross-selling and more. Use data visualization to aid in business decision-making.
Agent Portal: Access policy information, client data and communication from any device with an internet connection. Limit access to sensitive data with permission-based restrictions.
API Integrations: Integrate with multiple third-party applications with the API-based architecture. Supported applications include AgencyZoom, Bridge, Fuse, InsuredMine, Renew King, Rocket Referrals and many more.
Accounting: Seamlessly create and maintain trust and operating accounts in tandem with QuickBooks.
- Trust Accounting: Issue invoices, accept payments, verify receipts, track receivables and payables, upload carrier payments and perform year-end reconciliations with built-in tools. Run reports on paid commissions, customer receivables, agent fees and more.
- Operating Accounting: Directly integrate with QuickBooks to synchronize both trust and operating accounts. Track expenses and compulsory personal accidents (CPA) and measure KPIs.
E-signature: Optimize the application and renewal process with the built-in e-signature tool. Securely maintain digital records and send texts or emails to request signatures.
Mobile Application: The mobile app provides clients with dedicated self-service, 24/7 access to their policy details and ID cards. Agents can send push notifications, as well as share accident and claim reports and photos in accordance with ACORD regulations.
Rater: Choose a rater service and get a direct feed of accurate quotes from multiple carriers. Clients can seamlessly compare and choose from relevant rate quotes. Supported raters include ITC TurboRater, Applied Rater, Agency Computer Systems (ACS), AccuAgency and more.
Self-service Certificates: Allow insured parties to generate self-service certificates. Provide access via links and revoke certificates as per requirements. Clients can log in to the portal with their email addresses and verification codes.
Client Communication: Communicate with clients via text message and share images with them, all accessible directly from their files. Turn on desktop notifications for essential customers. Comply with TCPA regulations by asking insured clients for their consent before initiating contact.
Website: Choose from multiple SEO-optimized website packages preconfigured with insurance-specific content. Capture more leads with automated marketing campaigns and enriching content such as videos, articles and infographics. Track website traffic via Google Analytics.

EIS Suite: View and manage the entire insurance lifecycle. Pinpoint potential system inefficiencies and adjust workflows to optimize usability. Customize employee dashboards and include specific data and graphics based on user needs.
Policy Management: Expedite processing by automating policy workflows. Access and manage important documents from the policy screen. Find policy information in one location and group data for fast modification.
Claims Management: Streamline claims processes by automating simple tasks. Use scripts to gather FNOL data through numerous channels quickly. Provide clients with a dynamic view of digital claims information.
Product Management: Use low-code product development tools to build products, bundles and experiences. Manage and modify products in one hub.
Client Management: Aggregate real-time customer engagement information from multiple channels to calibrate marketing and production efforts. Work collaboratively with other departments to expedite client tasks and enhance productivity.
Billing: Enable flexible billing options for clients and brokers. Manage invoicing, reconciliation, cash and collection, and delinquency services. Automate billing based on specific requirements. Provide customers with various payment options and the ability to set recurring payments.

Product Ranking

#13

among all
Insurance Software

#26

among all
Insurance Software

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Analyst Rating Summary

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User Sentiment Summary

89%

of users recommend this product

HawkSoft has a 'great' User Satisfaction Rating of 89% when considering 132 user reviews from 3 recognized software review sites.

80%

of users recommend this product

EIS has a 'great' User Satisfaction Rating of 80% when considering 10 user reviews from 2 recognized software review sites.

4.5 (18)

3.5 (2)

4.43 (60)

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4.4 (54)

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4.1 (8)

Awards

Synopsis of User Ratings and Reviews

Easy to Use: Many users find HawkSoft's interface intuitive and easy to navigate, even for those who are new to insurance software. They appreciate the straightforward design and clear labeling of features, making it simple to find what they need.

Comprehensive Features: HawkSoft offers a wide range of features that cater to the needs of insurance agencies, including policy management, client tracking, reporting, and more. Users appreciate having all the tools they need in one place, streamlining their workflow.

Excellent Customer Support: HawkSoft is known for its responsive and helpful customer support team. Users praise the quick turnaround times and the ability to reach knowledgeable representatives who can assist with any issues or questions.

Strong Integrations: HawkSoft integrates seamlessly with other popular business applications, such as accounting software and email marketing platforms. This allows users to connect their systems and automate tasks, saving time and effort.

Streamlined Workflows: Users praise EIS for simplifying complex insurance processes, such as claims processing and policy administration, through automated workflows and intuitive interfaces.

Enhanced Data Management: EIS receives positive feedback for its robust data management capabilities, enabling users to efficiently store, organize, and analyze large volumes of insurance data, leading to improved decision-making.

Improved Customer Service: Users appreciate EIS for facilitating better customer service by providing quick access to policy information, claims status, and communication tools, resulting in faster response times and increased customer satisfaction.

Limited Customization: Some users find the system's rigid structure limits their ability to tailor workflows to their specific needs, leading to inefficiencies. For example, they may struggle to create custom reports or automate tasks that are unique to their agency.

Steep Learning Curve: The software's complexity can be daunting for new users, requiring significant time and effort to master. This can lead to frustration and slow adoption, especially for smaller agencies with limited resources.

Integration Challenges: Integrating HawkSoft with other essential business tools, such as CRM or accounting software, can be difficult and time-consuming. This can create data silos and hinder overall efficiency.

Customer Support Issues: Some users have reported inconsistent or slow response times from HawkSoft's customer support team. This can be frustrating when encountering technical difficulties or needing assistance with complex tasks.

Difficult to Use: Some users find the system difficult to navigate and use, especially when trying to find specific information or complete tasks.

Slow Performance: Users have reported that the system can be slow, especially during peak hours or when dealing with large amounts of data. This can lead to frustration and lost productivity.

Limited Functionality: Some users feel that the system lacks certain features or functionality that they need to do their jobs effectively. This can force them to use workarounds or other systems, which can be inefficient.

Is HawkSoft Insurance software for the birds, or will it make your agency soar? Over the past year, user reviews on HawkSoft have been largely positive, with many highlighting its intuitive interface and robust features as major strengths. Users particularly appreciate the platform's policy management capabilities, noting that it streamlines tasks like underwriting, quoting, and renewals, which are essential for daily operations. The built-in reporting and analytics tools, dubbed "Agency Intelligence," also receive praise for providing valuable insights into sales pipelines, client retention, and growth opportunities. However, some users have pointed out that the software's integration with third-party applications could be improved, citing occasional difficulties with data syncing and limited compatibility options. Despite this drawback, many users consider HawkSoft a worthwhile investment due to its comprehensive feature set and user-friendly design, especially when compared to competitors with less intuitive interfaces or fragmented functionalities. In conclusion, HawkSoft appears to be best suited for independent insurance agencies of all sizes looking to streamline their operations, improve client management, and gain a competitive edge. Its robust features, combined with its user-friendly interface, make it a powerful tool for agencies seeking to enhance efficiency and drive growth.

User reviews from the past year suggest that EIS is a comprehensive insurance management solution, particularly favored for its user-friendly interface and robust feature set, encompassing policy, claims, risk, compliance management, and reporting. Users praise EIS for its ability to streamline operations and reduce costs, making it a valuable asset for businesses of all sizes. However, a recurring concern among users is the cost of EIS, which some find prohibitive, especially smaller businesses or those with simpler insurance requirements. Additionally, some users have reported difficulties adapting EIS to more complex insurance scenarios, finding it less flexible than desired. While EIS offers a solid foundation for insurance management, businesses with intricate insurance needs might require a more specialized solution tailored to their specific complexities.

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FAQ

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