HawkSoft® Client Management System and netQuote® are working together to bring you more business!  Auto and Home leads from netQuote can now be imported directly into HawkSoft CMS.  To view a demonstration of how integration can take your agency to the next level, click VIEW DEMO.

Sign up for netQuote and HawkSoft CMS today!

HawkSoft CMS (Client Management System) 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. 

View Printable Brochure

CMS integrates with netQuote and 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
• Integration
  • Company Websites
  • Multico Two-way Integration Partner
  • FSC Two-way Integration Partner
  • RealRate
  • EZLynx
  • netQuote^®
• 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

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.