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Cos'è HawkSoft CMS?

Dal 1995, HawkSoft è leader nei sistemi di gestione per le agenzie che desiderano flussi di lavoro efficaci senza sacrificare un'esperienza piacevole per il personale e gli assicurati. Creata da agenti indipendenti, le persone di HawkSoft sono orgogliose di appartenere a una società indipendente e in grado di rispondere alle agenzie che utilizzano il sistema per sostenere le proprie attività assicurative. HawkSoft continua a evolversi in un sistema all'avanguardia che sostiene migliaia di agenzie che sottoscrivono rischi personali e commerciali.

Chi utilizza HawkSoft CMS?

HawkSoft è destinata alle agenzie con linee commerciali e personali che apprezzano un rapporto significativo a lungo termine con un'azienda privata che offre un valore eccezionale al loro sistema di gestione.

HawkSoft CMS Software - 1
HawkSoft CMS Software - 2
HawkSoft CMS Software - 3
HawkSoft CMS Software - 4

Hai dubbi su HawkSoft CMS? Confrontalo con un'alternativa popolare

HawkSoft CMS

HawkSoft CMS

4,4 (63)
250,00 USD
mese
Versione gratuita
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VS.
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Prezzi
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una tantum
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Le barre di valutazione verdi mostrano il prodotto con il risultato migliore in base alla valutazione media e al numero di recensioni.

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Recensioni su HawkSoft CMS

Punteggio medio

Nel complesso
4,4
Facilità d'uso
4,3
Servizio clienti
4,6
Caratteristiche
4,3
Rapporto qualità-prezzo
4,3

Recensioni per dimensioni dell'azienda (numero di dipendenti)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Trova recensioni per valutazione

5
63%
4
27%
3
3%
2
3%
1
3%
Greg
Greg
Agency Admin (USA)
Utente LinkedIn Verificato
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Hawksoft Review - The agencies future system.

5,0 3 settimane fa Nuova

Commenti: We have been with Hawksoft since 2019 and it has been amazing to help us with our retention for client files and documents as well as a sales portal to keep up with prospecting and sales pipeline.

Aspetti positivi:

The multi feature use for accessing client files and also being able to report from that information!

Aspetti negativi:

Some of the tasks are still on a single clear feature and not a batch feature.

Risposta di HawkSoft

3 settimane fa

Thank you for the positive review! We appreciate the feedback on tasks. We are continuing to improve the platform and are happy you are a member of the HawkSoft family. Please don't hesitate to reach out to us if you have any further questions. Thanks again!

Tannya
mgr (USA)
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Popular Insurance Client Mgt System, but bnot as user friendly as others

4,0 anno scorso

Commenti: Overall, Hawksoft is a good client management system

Aspetti positivi:

Like how easy it is to manage Certificates of insurance

Aspetti negativi:

would prefer an easier way to attach documents to each policy

Risposta di HawkSoft

anno scorso

Thank you for the review! We appreciate your candid feedback. We'll take what you said back to our team to improve future updates. We do have drag-n-drop of attachments from the desktop to our system. If there is an easier way to handle this workflow, please contact us. Thank you!

Michael
Agent & Manager (USA)
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione
Fonte: SoftwareAdvice

Unstable/Constant Issues, but Good when it works

2,0 5 anni fa

Commenti: When the system works, it is fine, but it errors about once a week. It is a constant battle and with what we do and how important the system is to our minute by minute workflow, the instability kills this product for us. Knowing this now, I would have opted for a different program/company. You simply can't trust that it will be there all the time for your company, or that work you do won't just be lost at random.

Aspetti positivi:

The ability to drag and drop was a step up from our previous, not much else, perhaps some of the interactivity and organization of the tasks.

Aspetti negativi:

Notes entered can be dropped/lost without notice with relative frequency, and when notes are absolutely essential to what we do, well, simply put, that cannot happen.

Risposta di HawkSoft

5 anni fa

Thank you for sharing your concerns, Michael. The recent connectivity issues you experienced are due to load-balancing problems on one of our servers. It affected only those agencies whose data is hosted on that server, but we understand the frustration caused by the loss of productivity and disruption to your business, as well as the impact that trickles through to policyholders who trust your agency for timely service. The connectivity issues lasted for nearly half the day for most agencies in that region. We trust that your agency is now back up and running. We value you as a customer, Michael, and we want to understand all of your concerns as fully as possible. Please don't hesitate to reach out to [email protected] if you would like to discuss your experience further. While we can't promise that there will never be disruptions to service, we can promise that we'll leave no stone unturned to make it right for you and your agency when there is a disruption.

Rebecca
Rebecca
Processor and CSR (USA)
Utente LinkedIn Verificato
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Economical, user-friendly agency management

4,0 6 anni fa

Commenti: Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick. They work well even with our outside tech support company. We are able to efficiently maintain our database and our employees can easily navigate the system making them more productive.

Aspetti positivi:

Intuitive - easy to use. Adding functionality frequently. Allows many windows open at once in case we get client calls one after another. Economical - much better pricing than most other products. Lots of reporting options that help us keep on top of many agency aspects from sales to retention, to the flow of business. Several opportunities to connect and learn annually with the conventions they offer around the country. Great learning sessions in each - highly recommend attending conventions.

Aspetti negativi:

Slower-than-desired rollout of integrated texting that our clients want. Software doesn't do quite as good of a job of exporting to multi-raters (EZLynx in particular) as I'd hope. Some of the things I would expect to match up do not and we have to adjust them manually. There are a few things (like vehicle types or branded titles) that we can't run reports on.

Pramod
Pramod
Business Analyst (India)
Utente LinkedIn Verificato
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

HawkSoft - Agency's best companion

5,0 6 anni fa

Commenti: We have used many AMS like AMS360, EzApps, etc for different agencies, but HawkSoft is the BEST. It stands up from crowd and it provides something which no other AMS could provide, PEACE of MIND. We know our data is safe in hands of HawkSoft.

Aspetti positivi:

HawkSoft is best all-in-one solution for small & growing agency as well as well established agency. It can maintain & manage data for thousands of customers without breaking a sweat. Very fluid, modern interface which is very easy to learn and use, loads of customization, complete control over your data and robust performance are plus points of this AMS. Also if you are new user, help is in abundance and available at your fingertips. Their integration with Raters and carriers is time saver.

Aspetti negativi:

Only thing I didn't like about HawkSoft is that their training course (HawkSoft University) are very expensive and provides very generic knowledge for the fees they charge.

Dan
Dan
Owner (USA)
Utente LinkedIn Verificato
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

A True Partner

5,0 6 anni fa

Commenti: While at national user group conference, agency owner to founder of HawkSoft "I wish we could do this in HawkSoft." Founder of HawkSoft "I like it!" - to his development guys in the room "Figure out how we are going to do that because it's gonna happen!" They listen and respond. Awesome company to be partnered with!!!

Aspetti positivi:

The most responsive agency management system system I have ever been exposed to! They truly care about their agency partners - our needs and desires!

Aspetti negativi:

I'm actually struggling with finding something I don't like about HawkSoft. It is taking a long time for them to open up their API, but I know they are begin very diligent and purposeful about it and that I can appreciate!

Ryan
Ryan
Insurance Agent (USA)
Utente LinkedIn Verificato
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Amazing way to keep track of and list your clients data in one place.

5,0 7 anni fa

Commenti: Amazing program and awesome support staff when needed.

Aspetti positivi:

This program is very robust. We keep track of all of our client data, signature forms, photos, etc. all within this program. I highly recommend this program to any Insurance or Office Agency.

Aspetti negativi:

The only thing that I don't like is that you are very limited to what you can customize for individual use. Meaning, every producer in our office likes to set things up to their own systems and color schemes. Although you can do this to an extent, it would be nice if you could do more.

Sagar
Subject Matter Expert (India)
Utente LinkedIn Verificato
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Best Agency Management System Ever

5,0 6 anni fa

Commenti: We are storing and maintaining over 1000 customers in HawkSoft, seamlessly and effortlessly. Fetching customer info, updating data, printing documents/certificates is piece of cake in HakwSoft. Every agency must have this system.

Aspetti positivi:

I have been using HawkSoft CMS since 2008 for the agency I work with. System was fantastic to start with even in 2008, but it kept evolving every year with new features and turned into THE BEST system I ever came across. It has all the bells and whistles one could wish for from such type of systems. Easy of use, help on the every click and integration with other carriers, rating websites makes this system perfect solution. I am not an insurance agent, however I could master it within just few days of use.

Aspetti negativi:

None. Its just perfect. HawkSoft people already keep adding new features, improving, fixing it to the system which is already perfect.

Rick
Rick
Principal (USA)
Utente LinkedIn Verificato
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Hawksoft is the choice for the future.

5,0 6 anni fa

Commenti: Revenue per employee continues to soar. I am more in touch with the characteristics of my book of business than most agents.

Aspetti positivi:

How they continue to innovate. It gets better and better every quarter... or better.

Aspetti negativi:

That they have not take time to link up with a third party mobile app vendor. The have neglected the API.

Anthony
Customer Service Representative (USA)
Utente LinkedIn Verificato
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Hawksoft Rocks

5,0 6 anni fa

Commenti: Overall I have had a very positive experience using Hawksoft. Should I ever run into an issue, I call support and the issue is taken care of. Top notch tech support and customer service.

Aspetti positivi:

The ease with whitch we can log calls and transactions with clients, and how easy it is to track a clients history with us.

Aspetti negativi:

I cant think of any at this time, I have had nothing but a positive experience

Linda
Ins agent (USA)
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Hawksoft review

5,0 2 anni fa

Commenti: Customer service is always good.......the convention everyone was sooo nice

Aspetti positivi:

I wish we would have had hands on training I know we are missing so many things that can be done

Aspetti negativi:

When we got set up everyone is a customer and an active member......talked to someone to del the prospects that were active but was told will have to do one by one

Paulette
Agency Sales Manager (USA)
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Using Hawksoft for our Agency Management System

4,0 6 anni fa

Commenti: Overall, Hawksoft management and the development team are wonderful to work with and receptive to what an agency needs. There
are many features that enable us to save time when handling our clients. The direct links that can be set
up to company websites is a great help. Agency Intelligence gives a quick snapshot of the book of business so you can see where to focus your cross selling attempts.

Aspetti positivi:

Having only used Hawksoft for a little more than a year, it is still a "work in progress". The support staff is wonderful whenever you have to call in to ask a question. There are many wonderful features that are very user friendly and time saving, such as the "hot keys", "external links", and other quick features on the task bar. I really like using the "virtual printer" which makes it very easy to attach a document so it doesn't have to be printed and scanned. The drag & drop feature is also very convenient. The "help" feature and all of the training guides give you step by step processes to follow, so "self-training" is easy as well. Management is delightful to work with and very receptive to agency needs. It integrates with our emailing system well.

Aspetti negativi:

These are the things that could assist running an agency smoother: Reports could be easier to use. It would be nice if you could "drill down" commission reports more specifically like you can production reports. Also, the commercial book of business is skewed because when tax & fees are added to the premium it looks like there is more premium than there actually is. Commercial lines could be easier to navigate through. It is not as user friendly for life & health and there is no category to segment "Group Benefits". It's all lumped under "other". Commission Reports for Life & Health are difficult to reconcile for various reasons. We chose Hawksoft because we were told that every line of business could be combined into 1 management system (except for investments of course) and that is not as simple as it sounds. There are challenges. Integrating with a rater would be wonderful for personal lines. A pet peave of the agency principle is that you have to click too many things to get out of something. Agency billing & invoicing is a challenge at times.

Utente Verificato
Utente LinkedIn Verificato
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Feature rich but high learning curve

5,0 4 anni fa

Commenti: It’s a great product and one that keeps my workflow moving.

Aspetti positivi:

Accessing to customer files and notes on the fly makes handing customers easy. Keeping notes up to date is essential to making sure that clients are handled on time and according to client requests.

Aspetti negativi:

Lots of features are missing and are added based on fees. So what you may think is included, isn’t, and you’ll get charged monthly for it.

Risposta di HawkSoft

4 anni fa

Thanks for leaving such a great review of HawkSoft! In response to your comment on fees, HawkSoft includes all the core management features you need to run your agency (including reports and dashboards, batch email marketing, accounting workflows, our mobile-friendly Agent Portal, and more) at one price, rather than using pricing tiers. We do also offer add-on features for agencies looking to customize their insurance technology stack, such as our e-Signature solution, Managed Accounting Services, and API integrations for marketing automation, review management, and much more. In our eyes, an agency should have all necessary agency management features included at one flat rate, with the ability to customize their technology stack as their agency grows and their needs evolve. We don't want to build those customization costs into the price when not all agencies will need those features.

James
President (USA)
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Love Hawksoft

5,0 3 anni fa

Commenti: I switched from one of the big two and the only regret I have is not switching sooner. Current reports do not do historical changes currently.

Aspetti positivi:

The customer service is the most important part of hawksoft. They make you part of the family. It is an amazing family. The program is amazing, it works for our commercial, personal lines and they are growing with partners that help us automate.

Aspetti negativi:

They were amazing to transfer data. The software is not perfect, but it has been amazing and we love it.

Risposta di HawkSoft

3 anni fa

Thank you for the heartfelt review. We're glad you feel like part of the family at HawkSoft - that means we've done our job!

Utente Verificato
Utente LinkedIn Verificato
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Very effective client management system.

5,0 4 anni fa

Commenti: Being able to text a client directly from the system is very handy and time saving. One of the best updates that they have had.

Aspetti positivi:

Hawksoft is the reason that our business runs so smoothly. Being able to suspend tasks for days, and weeks out is amazing. having a scratch pad to jot things down on while in a client file, or working on another client is helpful. There are so many things to list. And with every update the system keeps improving.

Aspetti negativi:

I guess the only thing that I would have to say, is that I wish that there was an integrated messaging between agents. Not so much text messages, or sending emails, but being able to send a quick note to a co-worker would be helpful.

Risposta di HawkSoft

4 anni fa

Thank you for leaving us such a great review! We're happy to hear that HawkSoft is improving your agency workflows. And we're looking forward to adding Automated Tasks in the future, which should help with your wishlist items!

Lee
Owner (USA)
Assicurazioni, Lavoratore autonomo
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Like drinking from a fire hose

4,0 3 anni fa

Aspetti positivi:

I came from captive world so does all was quite a shock but the software does what it says it will do

Aspetti negativi:

It seems like companies put way too many options and features into software these days like they have to give you every option in the world, I would like to find a company that just keeps it simple and a little more basic. There are 12 major tasks that are done in anb insurance agency each week and software these days does about 10,000. Warren Buffet does not even have a computer on his desk.

Risposta di HawkSoft

3 anni fa

Thanks for leaving us such a great review, Lee! The HawkSoft system does include a lot of options - our goal is to allow agencies to set things up in whatever way works best with their workflows, rather than conforming their processes to our system. Many of our features are implemented due to feedback from real agencies who have requested them. There is always a learning curve for adopting a new system, but but our training guides and videos can help you get the basics down quickly. And you have consultation sessions with our implementation team across your first year to help you learn more once you've got that down! Feel free to let them know if there's anything your agency could use a little extra help on.

Chris
Agency Principal (USA)
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Hawksoft can't deliver

1,0 4 anni fa

Commenti: What used to be good is now horribly unreliable and the management's refusal to adequately address their server hosting partner's incompetence and inability to deliver consistent connectivity is an embarrasment.

Aspetti positivi:

The product itself is functional and easy to use.

Aspetti negativi:

Hawksoft is not able to consistently deliver reliable connectivity. They system frequently goes offline, sometimes for days, and this completely shuts down an agency.

Risposta di HawkSoft

4 anni fa

Thank you for sharing your concerns, Chris. We learned that yesterday's connectivity issue with one of our online hosting partners was due to the crashing of a file cluster. The issue affected some agencies in your region for about an hour. We understand the frustration caused by the loss of productivity and disruption to your business, and consequently your clients. We would feel the same way you do. The recent connectivity issues with this partner at this server location are unacceptable to us. We are actively working with them to improve the online hosting experience at this location. We also look forward to the completion of our HawkSoft Cloud project, which will eliminate the need for online hosting partners and allow you to access data more directly from our own secure cloud servers. We have reached out to you in the past to discuss your concerns, and will again for this instance. We value you as a customer and want to make it right for you when there is a service disruption.

Utente Verificato
Utente LinkedIn Verificato
Servizi e tecnologie dell'informazione, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Hawksoft rules service!

5,0 6 anni fa

Commenti: Never missed a client, Earn graphs, Agency insight at fingertips to make sane decisions.
Manage my staff :)

Aspetti positivi:

Variety of Connectivity clients(Dell Workspace, Parallels, RDP) to use to connect to the online Hawksoft environment, Freedom to use Hawksoft Online or use it in Local secluded mode, this gives pro-choice security options, Integrated customer service from Kotter Group and Hawksoft, Constant backups ensure, even in the most dangerous attacks, Hawksoft can revert back and keep its ground. Unbeatable!

Aspetti negativi:

Old looks, Resourceful tools can be made a little fancy, misses asthetic.

Steve
Owner (USA)
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

The best Agency Management Software ever!

5,0 5 anni fa

Commenti: Need i go on..........outstanding!

Aspetti positivi:

Ease of use and customer service. Absolutely the best customer service/support I have ever seen with any vendor in my 35 years as an agency owner. The software is so intuitive that we can have a new hire up and running their first day although of course they continue to learn more features as they continue to use it. This product just works. And they are constantly pushing out additional features and improvements.

Aspetti negativi:

There is nothing I do not like about Hawksoft. I never need to pay attention to any further solicitations from other agency management vendors. This is what my agency will use until I do not own the agency. And I will strongly suggest that the next owner continue to use Hawksoft.

Utente Verificato
Utente LinkedIn Verificato
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

HawkSoft Has Been a Great CMS

5,0 6 anni fa

Commenti: It works well for the obvious- tracking clients- but is also a good way to track employee activities, vendor correspondence, etc.

Aspetti positivi:

Customer Support is equal to none; they are always responsive and willing to improve on their product.

Aspetti negativi:

We tried using HawkSoft Anywhere (HSA) which was hosted by a 3rd party vendor, and had connectivity issues as well as a few quirks in processing emails, printing functions, etc., and went back to our local install and have had no real problems since that.

Utente Verificato
Utente LinkedIn Verificato
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Great AMS

5,0 6 anni fa

Commenti: They're a fantastic company.

Aspetti positivi:

I love the HawkSoft story, who the company is, how they treat their employees, and their product is good. From the many agencies I've seen move TO HawkSoft, there's a reason they're moving. It's typically service related.

Aspetti negativi:

I don't expect it to be everything to my agency but HS seems to try to be that which I dislike. I think dev time would be better spent on the API than on coming out with some of the other features.

Utente Verificato
Utente LinkedIn Verificato
Assicurazioni, 1.001-5.000 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Parallels with HawkSoft CMS

4,0 4 anni fa

Commenti: Overall HawkSoft CMS gets the job done and allows for a fairly seemless experience using parallels. If Parallels and HawkSoft CMS used the same logon info a lot of our complication we experienced would have gone away.

Aspetti positivi:

I did like that it launched via Parallels so I just had to install Parallels client and was able to get up and running. HawkSoft CMS itself was very consistent after we got in.

Aspetti negativi:

Configuration of Parallels client was a little bit of a pain and had to know a lot of little configuration options to get logged in. Also logon for HawkSoft CMS and Parallels was completely seperate so that made it confusing for our users at times.

Risposta di HawkSoft

3 anni fa

Thanks for leaving us a review! We're sorry you found setting up Parallels a little tricky. Our Product Support team is always happy to help with the initial setup and configuration, and you do have the ability to customize your passwords for both Parallels and HawkSoft. We're also looking forward to releasing the fully cloud-based version of our system, which will no longer require logging in through Parallels.

George Jr.
George Jr.
VP / Agent (USA)
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

My Hawksoft Experience

4,0 6 anni fa

Commenti: We've been members for about five years and have enjoyed our experience more than the other management sytems we've used in the past.

Aspetti positivi:

We like the functionality and the quality of the support team, plus how it easily integrates with external applications (Outlook, QuickBooks and DocuSign).

Aspetti negativi:

I can't think of any that stick out. It's good software.

Gretchen
CSR (USA)
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Management system

5,0 2 anni fa

Commenti: So easy to work with if you can understand the client on the phone. We can search clients by address or phone number.

Aspetti positivi:

Hawksoft makes it easy to find clients and manage other items the clients need all in one place and is user friendly.

Aspetti negativi:

Nothing that I dislike, we all had an easy time switching to this system

Risposta di HawkSoft

2 anni fa

Thank you for the thoughtful review! We appreciate the kind words and we're glad HawkSoft has helped your agency be more efficient.

Ally
CSR (USA)
Assicurazioni, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Hawksoft is the best!

5,0 3 anni fa

Commenti: I love hawksoft - super efficient and have never given me a problem

Aspetti positivi:

The logs it creates so it covers all your work as long as you work out of the system

Aspetti negativi:

I have no complaints about hawksoft, have been using it for 3+ years myself, on top of how long my employers have as well

Risposta di HawkSoft

3 anni fa

Thanks for leaving such a great review of HawkSoft! The automatic documentation is definitely a favorite among customers. Agencies like to say "if it's not in HawkSoft, it didn't happen!"

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