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

Monarch Names Neville Senior Underwriter in California

Monarch E&S has named Deb Neville a senior commercial lines underwriter in its San Diego, Calif. branch office. Neville has extensive commercial ... more

12 Articles on Ebola Risk and Insurance

1. Ebola ‘Tipping Point’ Could Come By Late January, Reports RMS Until the number of new daily cases declines rather than increases, the severity of ... more

Big Money Spent on South Dakota Doctor Choice Ads

Activists on both sides of the “any willing provider” ballot measure that would give South Dakota patients more choice of in-network doctors say the ... more

Ohio Workers’ Comp Bureau: Rates for Local Governments Falling

Ohio public employers applauded an average 9.1 percent reduction in workers’ compensation rates for local governments that was approved by the Ohio ... more