HawkSoft

HawkSoft is an agency management system that organizes customer files, policy details, and carrier communications. It supports personal and commercial lines, offering a centralized database for quick searches. An integrated document management feature attaches PDFs, images, and emails to client records for easy reference. Users can set renewal reminders and track claim activities. Built-in reporting reveals book of business metrics, commissions, and cross-sell opportunities. HawkSoft also provides eSignature functionality to expedite paperwork. Suitable for agencies wanting a traditional desktop-based solution with cloud sync options.