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

Boston Children’s Hospital to Pay $40K Over Data Breach Allegations

Boston Children’s Hospital (BCH) has agreed to pay $40,000 and take steps to prevent future security violations following allegations related to a ... more

PCRB Proposes 5.99% Average Workers’ Comp Loss Cost Decrease in Penn.

The Pennsylvania Compensation Rating Bureau (PCRB) has submitted a filing of Pennsylvania loss costs and related rating values with a proposed ... more

Ringling Bros. Disputes OSHA Citation for Hair-Hanging Accident in R.I.

Ringling Bros. and Barnum & Bailey Circus has contested a citation it received from federal regulators for an accident that sent eight hair-hanging ... more

McGowan Installed as President of the Independent Insurance Agents of Indiana

The Independent Insurance Agents of Indiana Inc. (Indiana Big “I”) has installed its slate of officers for 2015, including Hugh M. McGowan of the ... more