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

Sandy Flood Insurance Issues Said to Be Focus of Criminal Probe

New York’s attorney general has opened a criminal probe into accusations by Hurricane Sandy victims that insurance companies rejected claims for ... more

Oklahoma Jazz Hall : Insurance Debts Paid or Not?

The shaky finances of the Oklahoma Jazz Hall of Fame seem to be attracting more attention than the museum itself. Executives at the nearly ... more

Wal-Mart Settles With Family of Comedian Who Died in N.J. Turnpike Crash

Wal-Mart Stores Inc. reached a confidential legal settlement with the family of comedian James McNair, who died in a June 7 accident on the New ... more

XL’s McGavick Receives St. John’s 2014 Insurance Leader of the Year Award

St. John’s University’s School of Risk Management (SRM) in New York hosted its 20th Annual Insurance Leader of the Year Award Dinner on Jan. 21 in ... more