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

Hackers Target Global Tanker, Container Shipping Fleet

The next hacker playground: the open seas – and the oil tankers and container vessels that ship 90 percent of the goods moved around the planet. In ... more

UK Insurer Saga Could Announce $5 Billion IPO Next Week

British over-50s insurer Saga is planning to announce its intention to float next week in a London stock market debut that could value the company at ... more

Heyroth Promoted to VP–Sales at SECURA

Appleton, Wis.-based SECURA Insurance has promoted Tim Heyroth to the newly created position of vice president–sales. Heyroth, who has been with ... more

Louisiana Residents Moving from Coastal Areas Due to Erosion

A new report says commuting statistics indicate that coastal parishes are losing residents because of coastal erosion. And it says those left behind ... more