Why HawkSoft?
- Unlimited access to the industry’s best live customer support
- Nationally recognized leader in software technology for independent insurance agencies
- Seamless integration with third-party tools and systems agents use most
- Experience, tools and staff to help you effectively manage your paper, your customers and your agency!
Increased Productivity
- Carrier Downloads: Commercial Lines, Personal Lines and Direct Bill Commissions
- Real Time Inquiries via HawkLink™
- Integration with Your Agency’s Website
- Integration with Comparative Raters
- Sales Proposal System
- High-Speed Scanning and Document Management
- Drag and Drop Any Electronic File Directly into Client File
- QuickBooks® Integration
- ACORD® Forms
- Mass Emailing Capability
- Data Conversions From Most Management Systems
- Management and Marketing Reports
- Pricing Structure to Fit Your Agency Size and Needs
Manage Your Paper
- Go Paper Free. Print from any website or program directly back to customer file
- Access scanned documents and digital photos for any customer file on every computer
- Carrier Downloads. Let your carriers keep your customer files up to date so you don’t have to
- E-Mail change requests from your client file
- Single Entry. Transfer information between HawkSoft CMS and comparative raters
- QuickBooks® Integration
Manage Your Customers
- Service customers faster and more accurately with complete information available on every desktop
- Access Carrier Websites from within a customer file giving you access to complete policy information
- Manage your book of business with Cross Selling Reports, Production Reports, Cancellation Reports, Book of Business Reports and much, much more
- Print insurance ID cards, ACORD® forms, Certificates of Insurance, memos, letters, proposals, receipts, envelopes & more with pre-filled client information
- Easy to Use! HawkSoft CMS uses event driven menus to make changes quickly & easily
Manage Your Agency
- Commission Reconciliation and agent commission reporting
- Track Broker Fees, Promissory Notes, and Invoices
- Integrates with QuickBooks® for a complete accounting package
- Activity Reports show you transactions by user
- Assimilate information for single or multiple offices
Learn more about how HawkSoft CMS can help increase your agency's productivity.
Agency Automation Solution
HawkSoft CMS automates the documentation process, ensuring that all agency interactions with customers are thoroughly and accurately documented. When changes are made to a customer account... documented. Marketing materials are sent... documented. A phone call is received regarding a customer question or concern... documented.
- Increase Agency Productivity & Efficiency - Put any customer file on any employee’s desk instantly; No more "hunting" for files, no more putting the customer on hold to pull the file
- Increase Customer Satisfaction - Answer questions faster and more accurately and let the software "remember" customer information for you
- Decrease E&O Exposure - Quickly document all conversations with self-documentation
- Increase Sales Opportunities - Marketing reports on the customers that already know and value you, mass mailing and emailing functionality and more
- More Effective Management of Agency - Track carrier commissions, better trust account management, track new business production, and more
- More Opportunity for Profitability - On average, agencies that use automation have 1.4 fewer employees per 1000 customers
Learn more about how HawkSoft CMS can help your agency through the benefits of automation.
Single Entry Multi Company Interface
Single entry systems help you do things right the first time, while avoiding the need for duplicate data entry. Are you sick of reentering information while doing re-quotes? You will never have to do it again with HawkSoft's single entry system. HawkSoft CMS shares information between the rating software, the carrier, and the agency management system.