HawkSoft
A long-established agency management system aimed at independent property and casualty agencies, known for a workflow built around the service conversation rather than the data entry screen.
What it costs
No public rate card. Third-party directories report a base fee from around $250 per month plus roughly $94 per user per month, with one-time setup and training quoted separately. The vendor states it does not use minimum-length contracts, early termination fees or data extraction fees.
Trial and access: Demo and quote; no public self-serve signup.
Who it suits
- Independent personal-lines P&C agencies
- Agencies of roughly 3 to 30 staff wanting a service-first workflow
- Agencies that want carrier download without an enterprise implementation
- Owners who dislike long contracts and exit fees
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Included |
| ACORD forms & certificates | Included |
| Comparative rating / quoting | Via integration |
| Carrier records & downloads | Included |
| Producer licensing tracking | Not stated |
| Health insurance quoting | |
| Household records (members under one client) | Not stated |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not stated |
| Individual Medicare quotes (drugs, pharmacy) | Not stated |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not stated |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Via integration |
| Integrated SMS | Not stated |
| Integrated email | Not stated |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Included |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not stated |
| Public API | Included |
| Integration marketplace | Included |
| White-label / rebranding | Not offered |
| Mobile app | Included |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Not offered |
| Free plan | Not offered |
| Free trial | Not offered |
| Self-serve signup | Not offered |
What it does well
- Well-regarded service workflow: the client history reads as a narrative rather than scattered fields.
- No minimum contract, early termination or data-extraction fees, which is unusual in the AMS category.
- Established independent-agency user base with an active community and vendor training channel.
- Carrier download and policy servicing are mature.
Where it falls short
- Pricing is quote-only, and the base-plus-per-user structure adds up quickly for a growing team.
- Property and casualty oriented, with limited fit for ACA, Medicare or life-only agencies.
- No self-serve trial, so evaluation requires a scheduled demo.
- Less configurable than a general-purpose CRM when your workflow is unusual.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
Everything on this page traces back to one of these. Checked 2026-09-04.
Reviews from agents
Written by people who use or have used HawkSoft. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
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