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 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 or Transformation Station
  • 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

How Young Insurance Agents Are Changing the Industry

There’s a change happening — a big change. And some say young independent insurance agents are the catalyst for that change. They may even be leading ... more

EEOC Updates Best Practices When Using Criminal Records in Hiring

Recognizing that technology has changed hiring procedures and also that more people are coming in contact with the criminal justice system, the ... more

SaveOurSeafarers Organization Lauds EU Air Strike on Somali Pirate Bases

SaveOurSeafarers, the organization that supports anti-piracy measures and aids the crews who are taken by pirates, has expressed its approval of the ... more

Cooper Gay Promotes Dalton promoted to Head of Risk Management

London-based Lloyd’s broker Cooper Gay & Co Ltd, the UK half of Cooper Gay Swett & Crawford (CGSC], announced that Peter Dalton has been appointed ... more