High recommendation rate from users
Strong focus on customer support with high first-call resolution
Designed to be simple, fast, efficient, and effective for agents
Privately-owned, prioritizing customer and employee needs over external stakeholders
Promises investment pays for itself within the first year

Cons

Specific pricing details are not publicly available
No explicit mention of integrations with other insurance-specific tools or general business software

What is HawkSoft?

HawkSoft is an agency management system designed specifically for independent insurance agencies. It streamlines daily operations by automating workflows, managing client relationships, and providing actionable insights. The system is built around the agent's workflow, aiming to enhance efficiency and allow agencies to deliver exceptional service. HawkSoft helps agencies retain clients through proactive service alerts, grow their business with lead management and cross-sell/upsell reports, and measure key performance indicators with comprehensive reporting tools. It enables agents to manage their sales pipeline, communicate with clients via various channels, and gain a clear understanding of their agency's performance.

Available on: Web, Chrome

Louis Corneloup Updated May 26, 2026 · how we evaluate Source hawksoft.com ↗

Ratings Across the Web

4.7 (148 reviews)

HawkSoft holds an aggregate rating of 4.7 out of 5 from 148 reviews across G2 and Capterra, last checked September 17, 2026.

Ratings aggregated from independent review platforms. Learn more

Key Features

Retention Alerts for proactive client service
Lead Management for sales pipeline tracking
Cross-sell and Upsell reports
Batch email, letter, and text message communications
Scheduled communications
Actionable agency vital reports (close ratio, policies per client, commissions, retention)
Book of business reports

Pricing

Paid

HawkSoft offers paid plans. Visit their website for current pricing details.

View pricing

Reviews

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4.7/5

Across 148 verified user reviews on G2, Capterra

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Best HawkSoft Alternatives

Top alternatives based on features, pricing, and user needs.

View full list →

Applied Epic Paid

Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.

4.3

Vertafore AMS360 Paid

Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.

4.3

EZLynx Paid

Run, manage, and scale your insurance agency with an all-in-one system powered by automation and AI.

4.1

AgencyZoom Freemium

Sales suite for insurance agents to automate processes, boost retention, and track growth.

4.6

AgencyBloc Paid

All-in-one agency management system for health and life insurance professionals.

4.7

Bold Penguin Paid

Real-time, programmatic bind for commercial insurance, connecting brokers, agents, and carriers.

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

All HawkSoft alternatives 6+ tools ranked, pricing + verdict per pick HawkSoft vs Applied Epic Head-to-head: features, pricing, who wins HawkSoft vs Vertafore AMS360 Head-to-head: features, pricing, who wins HawkSoft vs EZLynx Head-to-head: features, pricing, who wins

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HawkSoft FAQ

How does HawkSoft assist with client retention for insurance agencies?

HawkSoft helps agencies retain clients by providing proactive service alerts, ensuring timely communication and service. It also supports managing client relationships through streamlined workflows, allowing agencies to deliver consistent and exceptional service.

Which teams within an insurance agency would benefit most from HawkSoft?

HawkSoft is designed for the entire independent insurance agency, particularly benefiting teams involved in client relationship management, sales, and daily operations. It streamlines workflows for agents and provides management with reporting tools for performance insights.

How does HawkSoft compare to Vertafore AMS360 in terms of agency focus?

HawkSoft is specifically designed to be simple, fast, efficient, and effective for independent insurance agents, focusing on their daily workflows. While both are agency management systems, HawkSoft emphasizes a user-centric design to enhance agent efficiency.

What kind of insights does HawkSoft provide for agency growth?

HawkSoft provides actionable insights through lead management features and cross-sell/upsell reports to help agencies identify growth opportunities. It also includes comprehensive reporting tools to measure key performance indicators and understand overall agency performance.

What are the main trade-offs to consider when evaluating HawkSoft?

A primary trade-off is that specific pricing details for HawkSoft are not publicly available, requiring direct inquiry for cost information. Additionally, the provided information does not explicitly detail integrations with other insurance-specific tools or general business software.

How is HawkSoft priced?

HawkSoft is a paid product and does not offer a permanently free tier. Agencies interested in using the system would need to inquire directly to obtain specific pricing information.

Can HawkSoft help agencies manage their sales pipeline effectively?

Yes, HawkSoft enables agents to manage their sales pipeline, supporting lead management and providing tools for identifying cross-sell and upsell opportunities. This helps agencies grow their business by optimizing their sales efforts.

Source: hawksoft.com

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