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

Management Changes as XL and Catlin Gear-up for Deal Closure

Reports in London’s insurance trade press, led by the Insurance Insider, have detailed a number of prospective management changes to take place when ... more

Aon Risk Solutions Identifies 5 Big Geopolitical Risks for 2015

Critical events of early 2015 – cheap oil and Middle East violence – will probably continue to take their toll as the year goes on, according to a ... more

LP Insurance Taps Hicks for Northern Nevada Team

Reno, Nev.-based LP Insurance Services Inc. has named Terrin Hicks to its northern Nevada sales team. Hicks is responsible for developing new ... more

Who Is Tough Enough for a Conference in Wintry Boston?

It was 78 degrees and sunny yesterday when Tammy Perdue was packing her suitcase and the local forecast called for more of the same all week. Perdue, ... more