HawkSoft Reviews & Pricing

by HawkSoft | Founded 1995, Canby, OR

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Overview Pricing Benefits Reviews Features

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What is HawkSoft?

Industry Specialties: Insurance

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.

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User Sentiment

Based on 132 reviews:

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Product Screenshots and Videos

HawkSoft Pricing

Based on our most recent analysis, HawkSoft pricing starts at $250 (Monthly).

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Starting From: $250
Pricing Model: Monthly
Free Trial: Yes, Request for Free

Training Resources

HawkSoft is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for HawkSoft:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

HawkSoft Benefits and Insights

Why use HawkSoft?

Key differentiators & advantages of HawkSoft

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.

Industry Expertise

Designed for use by insurance agencies of all sizes.

HawkSoft Reviews

Average customer reviews & user sentiment summary for HawkSoft:

132 reviews

89%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of HawkSoft reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

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.

Researcher's Summary:

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.

Key Features

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.

Limitations

At the time of this review, these are the limitations according to user feedback:

Agents can only use an exclusive email address to search for clients.
The platform experiences occasional lags and downtime.
Standalone accounting functions are limited in scope.

Suite Support

Before contacting support, visit the community forum for access to FAQs and user discussions. For technical support, use the live chat feature to initiate a session with product support representatives. The chat session may be upgraded to a phone session, depending on urgency. Regular support hours are 5 a.m. to 5 p.m. PST, Monday to Friday.

Email: Not specified. Instead, contact support via live chat.

Phone: (866) 884-4680, option 3.

Training: In addition to the community, self-service options listed above, the vendor provides product training via webinars, guides and brochures.

Tickets: Visit the vendor’s website to submit a support request.