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

Rhode Island’s OceanPoint Insurance Hires Porter as Director of Sales

OceanPoint Insurance Agency Inc. in Middletown, Rhode Island, has hired Christine Porter as director of sales. Porter will oversee the sales ... more

XL Adds 3 Underwriters to Cyber & Technology Risk Unit in New York

XL Group’s Cyber and Technology business unit has added three underwriters, Sean Donahue, Elissa Doroff and Richard Schulz, to its New York-based ... more

EMC Insurance Office to Replace Downtown Des Moines Buildings

An insurance company plans to begin demolishing three downtown Des Moines, Iowa, structures to make room for a new office building. EMC Insurance ... more

LSU Flagship Campus Authorized to Buy Its Own Insurance

Lawmakers have given Louisiana State University (LSU) the authority to leave the state-run insurance program and buy its own coverage in a ... more