HawkSoft CMS Erfahrungen

Economical, user-friendly agency management

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Feature rich but high learning curve

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

Vorteile:

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.

Nachteile:

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.

Unstable/Constant Issues, but Good when it works

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

HawkSoft - Agency's best companion

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Very effective client management system.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

A True Partner

Kommentare: 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!!!

Vorteile:

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

Nachteile:

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!

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

Kommentare: Amazing program and awesome support staff when needed.

Vorteile:

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.

Nachteile:

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.

Best Agency Management System Ever

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Hawksoft is the choice for the future.

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

Vorteile:

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

Nachteile:

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

Hawksoft Rocks

Kommentare: 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.

Vorteile:

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

Nachteile:

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

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

Kommentare: Overall, Hawksoft is a good client management system

Vorteile:

Like how easy it is to manage Certificates of insurance

Nachteile:

would prefer an easier way to attach documents to each policy

Hawksoft review

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

Vorteile:

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

Nachteile:

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

Using Hawksoft for our Agency Management System

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Love Hawksoft

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Like drinking from a fire hose

Vorteile:

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

Nachteile:

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.

Hawksoft can't deliver

Kommentare: 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.

Vorteile:

The product itself is functional and easy to use.

Nachteile:

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

Hawksoft rules service!

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

Vorteile:

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!

Nachteile:

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

The best Agency Management Software ever!

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

Vorteile:

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.

Nachteile:

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.

HawkSoft Has Been a Great CMS

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

Vorteile:

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

Nachteile:

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.

Great AMS

Kommentare: They're a fantastic company.

Vorteile:

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.

Nachteile:

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.

Parallels with HawkSoft CMS

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

My Hawksoft Experience

Kommentare: 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.

Vorteile:

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

Nachteile:

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

Management system

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

Vorteile:

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

Nachteile:

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

Hawksoft is the best!

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

Vorteile:

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

Nachteile:

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

Review of Hawksoft CMS

Kommentare: Excellent

Vorteile:

Ease of use, captures all policy detail, integration with Quick Books. Pricing is well below Applied Systems.

Nachteile:

I can't think of anything that I don't like about this software.