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

Spate of Climate Change Reports Ahead of Global Summit

Ahead of December’s big and much-talked about United Nations Climate Change Conference, COP21 or CMP11, it seems there’s been an information ramp up ... more

RIC in California Names Gans Chief Operating Officer

Santa Rosa, Calif.-based RIC Insurance General Agency Inc. has named Jeff Gans chief operating officer. Gans reports to Gary Kitchen, president and ... more

N.H. Law Banning Drivers’ Use of Hand-Held Devices Goes Into Effect

New Hampshire is now the 15th state to bar drivers from using hand-held cellphones while driving. The new “hands-free” law, in effect as of ... more

No Proof of Insurance Threatens South Dakota 4-H Rodeo

A rodeo for 4-H members scheduled for this weekend in northeastern South Dakota is in jeopardy because organizers have not submitted proof of ... more