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

N.Y. Compensation Insurance Rating Board Seeks 16.9% Hike in WC Loss Costs

<p>The New York Compensation Insurance Rating Board (NYCIRB) said it submitted to the state’s Department of Financial Services last week a loss-cost ... more

Crystal & Co. Exec Moves to Hub International in New York

<p>Chicago-based broker Hub International’s Northeast division hired Scott Konrad as senior vice president and not-for-profit business practice ... more

Idaho State University To Pay $400K For Medical Records Breach

<p>Idaho State University is paying a $400,000 to the federal government to settle allegations it improperly exposed confidential medical records. In ... more

Oklahoma City Mayor: Up to 13K Homes Hit by Tornado

<p>Oklahoma City Mayor Mick Cornett says 12,000 to 13,000 homes were affected by the tornado that tore through a city suburb. At least 24 people died ... more