Designed with Commercial Lines in Mind
Whether your agency writes Property, General Liability, Automobile, Mechanical Breakdown, Inland Marine, Crime, Umbrella, Workers' Compensation or other lines of business, HawkSoft CMS provides industry leading tools and the flexibility you need to manage your book of business.
- Customizable Sales Proposal System
- Carrier Downloads
- QuickBooks® Integration to Record Agency Bill Invoices, Receipts and Accounts Payable Reports
- Drag and Drop any electronic file directly into client file
- HawkSoft Virtual Printer converts any document to a PDF for paperless storage
- Management Reports to show production reports, cancellation reports, book of business reports, retention reports and many more
- Marketing Reports include cross-sell reports, past client reports with expiration dates, past prospect reports to resolicit, and various others
- Unlimited Live Customer Service
- Easily Create ACORD® Forms, Certificates of Insurance, Proposals and Receipts with Pre-Filled Client Information
- Commission Reconciliation and Agent Commission Reporting
Contact us today for a free live demo, or to learn more about how HawkSoft CMS is enhancing the way agencies approach Commercial Lines of business.