Client Management System (CMS)

Proven Insurance Agency Management Software Systems:
Made for Agents, Designed and Supported by Agents

Commercial Lines

Whether your agency writes Property, General Liability, Automobile, Inland Marine, Crime, Umbrella, Workers’ Compensation or something else, HawkSoft CMS is the insurance agency management software that provides industry leading tools and the flexibility you need to manage your book of business. Learn more >

Personal Lines

HawkSoft CMS is the insurance industry’s leading agency management software solution for managing your personal lines business. 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. Learn more >

Online or Local

When it comes to the choice between an internet-based or an inhouse network solution, many factors can influence an agency's decision. Every insurance agency has unique interests, and HawkSoft CMS is the one agency management software solution best suited to satisfy those needs in any circumstance. Learn more >

CLIENT MANAGEMENT SYSTEM FEATURES INCLUDE:

  • Carrier Downloads: Commercial Lines, Personal Lines and Direct Bill Commissions
  • Real Time Inquiries via HawkLink™
  • Integration with Comparative Raters
  • Sales Proposal System
  • Drag and Drop Any Electronic File Directly Into Client File
  • High-Speed Scanning and Document Management
  • ACORD® Forms
  • Data Conversions From Most Management Systems
  • Management and Marketing Reports
  • Integration with Your Agency's Website
  • Pricing Structure to Fit Your Agency Size and Needs
  • and much, much more >

INDUSTRY NEWS

provided by Insurance Journal

Mass. AG Asks DOI to Reject Proposed Fee Increase for MAIP Policies

Massachusetts Attorney General Maura Healey’s office sent a letter to the state’s Division of Insurance (DOI) this week, urging regulators to reject ... more

N.H. Court: Worker Who Fell Asleep While Driving Due Benefits for Crash Injuries

The New Hampshire Supreme Court ruled last week that a worker who fell asleep while driving a company truck and hit a utility pole in the course of ... more

Consultant: Self-Insurance for Wisconsin State Employees Premature

A consultant says it’s not feasible to move to a self-insurance model for Wisconsin state employees next year. The Wisconsin State Journal reports ... more

Premiums, Claims Severity on Rise in Architects & Engineers Market: Survey

For the third consecutive year, most insurers providing professional liability insurance for architects and engineers saw their premium rates ... more