Client Management System

The Smart Choice to Enhance Office Productivity,
Profitability, and Customer Service

HawkSoft Screen Shot

HawkSoft Client Management System (CMS) is the smart choice to enhance office productivity, profitability, and customer service. Since 1995, HawkSoft has been nationally recognized as a leading provider of innovative agency management software solutions. HawkSoft CMS is the premier system for agencies that manage any combination of personal or commercial lines, and is available as both a locally hosted, or internet-based application. HawkSoft CMS is the tool more independent insurance agencies recommend to ensure effective management of all aspects of your agency.

COMMERCIAL LINES

Whether your agency writes Property, General Liability, Automobile, Mechanical Breakdown, Inland Marine, Crime, Umbrella, Workers' Compensation or other lines of business, HawkSoft CMS  is the agency management software that provides industry leading tools and the flexibility you need to manage your book of business.

Learn more about how HawkSoft Client Management System (CMS) can refine the way your agency approaches Commercial Lines business. 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 about how HawkSoft CMS is enhancing the way insurance agencies approach their Personal Lines business. more

ONLINE or LOCAL

When it comes to the choice between a internet-based or an inhouse network solution, many factors can influence an agency's decision. Every insurance agency has unique needs and interests, and HawkSoft CMS is the one agency management software solution best suited to satisfy the requirements of any circumstance. Agencies across the nation are using HawkSoft CMS as either an inHouse or internet-based solution.

Find out which type of implementation is best for your agency! more

CLIENT MANAGEMENT SYSTEM FEATURES INCLUDE:

  • Central data storage location; all data available from every computer
  • Commercial Lines, Personal Lines, Life, Health & Other LOBs
  • Real time carrier integration
  • Seamless integration with multi-carrier rating applications
  • Pre-fill ACORD® Forms and Certificates
  • QuickBooks® integration
  • Powerful report generator to create customizable reports by client, policy, claims and activities
  • Integrated tools to enhance marketing
  • and much, much more >

Recent HawkSoft CMS News

Learn more about HawkSoft CMS v3.04
Read the Press Release

"I cannot begin to tell you how happy we are with the system. The tech support people at HawkSoft are very friendly and explained the system to our staff in terms they could all understand. It was a very short learning experience as it is such a simple system to learn. My employees loved it with in days."
- Sharron V., CA


"We use HawkSoft for clients, messaging, company underwriting and for agency records. The program has also allowed some of our staff to work from home remotely, saving them 2 hours drive time each day and to reduce our staff of 5 to a staff of 3. I would highly recommend this program to anyone either with or without an agency management system."
- Shelia W., FL