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Description and Features

HawkSoft^® Client Management System (CMS) provides quick and easy access to the most common tasks an independent insurance agent will do daily.  It also self-documents what you have done for each client. 

CMS integrates with your comparative rating system and downloads information directly from the company, making stored information accessible at the touch of a key.

CMS uses event driven menus to make changes quick and easy. Automatic diary entries show the history of all communications regarding the insured’s policy.

High Speed Scanning and Document Storage saves time and space. No more filing headaches. Allows you to service your customers without ever leaving your desk.

Features

• Easy to use
• Self-Documenting
• High Speed Scanning and Document Storage
• Single Entry System
• Company Downloads
• Exceptional Customer Service (Just ask our customers)
• Company specific coverage menus
• Event Wizard
• Network Ready
• Multiple policies
• Prints
  • Binders
  • Change Forms
  • Form Letters
  • ID cards
  • Memos
  • Receipts
  • Certificates of Insurance
  • ACORD^©  Forms
  • Invoices
  • and more
• Company Integration
  • Company Websites through Hawk-Link
  • Billing, Policy, Claim Inquiries through Transformation Station
  • Progressive Bridge - Billings, Policy and Claim Inquiries
  • Arrowhead Bridge - Inquiries
• Rater Integration
• Email to Company/Customers
• Email Change Requests
• Reporting
  • Marketing Reports
  • Management Reports
  • Activity Reports
  • Invoice Reports
  • Accounting Reports
  • Commission Reports
• Quick search by name, address, and policy number
• Quick selection box for vehicles, cities, state, etc.
• VIN lookup
• Loss Payee/Mortgagee/Certificate Holder databases
• Reinstate vehicles & drivers
• Tracks and Records Customers Payments
• Suspense/Tickler File
• Transaction Tracking
• Multiple Monitor Support
• Commission Reconciliation
• Link Multiple Offices
• Broker Fee Tracking
• Email Templates
• Mass Emailing

Here at HawkSoft, we are dedicated to the Single Entry Multi Company Interface (SEMCI) concept. Our products are agent developed, in other words, they are developed by you, the agent. We want to make everything as easy as we can for you. Our customer service representatives are eager to know what they can do to make our programs run smoother and make your job easier.