HawkSoft CMS

¿Quién usa HawkSoft CMS?

HawkSoft es para agencias de líneas comerciales y que valoran una relación significativa y a largo plazo con una empresa privada que ofrece un valor excepcional en su sistema de gestión.

¿Qué es HawkSoft CMS?

Desde 1995, HawkSoft es uno de los líderes en sistemas de gestión para agencias que desean flujos de trabajo efectivos sin sacrificar una experiencia agradable para el personal y los asegurados. Creado por agentes independientes, el personal de HawkSoft se enorgullece de ser independientes y tener una gran capacidad de respuesta para las agencias que utilizan el sistema para impulsar su negocio de seguros. HawkSoft continúa evolucionando para transformarse en un sistema de vanguardia que impulse a miles de agencias con los riesgos personales y comerciales.

Información sobre HawkSoft CMS

HawkSoft

http://www.hawksoft.com

Fundada en 1995

Vídeo de HawkSoft CMS
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Resumen de precios de HawkSoft CMS

HawkSoft CMS no está disponible en versión gratuita y no ofrece prueba gratis.


Versión gratuita

No

Prueba gratis

No

HawkSoft CMS: implementación y asistencia

Asistencia

  • Horas laborables
  • En línea

Implementación

  • Instalado: Mac
  • En la nube, SaaS, web
  • Instalado: Windows
  • Móvil: nativo de iOS
  • Móvil: nativo de Android

Formación

  • En persona
  • En vivo en línea
  • Seminarios web
  • Documentación

Funciones de HawkSoft CMS

  • Clasificación de seguros
  • Daños y accidentes
  • Gestión de comisiones
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de presupuestos
  • Gestión de pólizas de seguros
  • Gestión de reclamaciones
  • Vida y salud

Lista completa de Programas para corredores de seguros

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Opiniones de HawkSoft CMS

Todas las opiniones

Calificación general

4.4/5

Evaluación media

Facilidad de uso 4.4
Atención al cliente 4.6
Funcionalidades 4.2
Relación calidad-precio 4.1

Evaluar software

Comparte tus experiencias con otros compradores de software.

¡Escribe una reseña!
Pramod N.
Business Analyst
Seguros, 11-50 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 12/10/2018

"HawkSoft - Agency's best companion"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 12/10/2018
Paulette A.
Agency Sales Manager
Seguros, 11-50 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    4 /5
  • Facilidad de uso
    3 /5
  • Características y funcionalidades
    3 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    3 /5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 24/8/2018

"Using Hawksoft for our Agency Management System"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 24/8/2018
Michael W.
Agent & Manager
Seguros, 11-50 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    2 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    3 /5
  • Asistencia técnica
    1 /5
  • Relación calidad-precio
    1 /5
  • Probabilidad de recomendación
    0/10
  • Fuente de la reseña 
  • Fuente: SoftwareAdvice
  • Publicado el 24/7/2020

"Unstable/Constant Issues, but Good when it works"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por HawkSoft el 6/8/2020

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 support@hawksoft.com 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.

  • Fuente de la reseña 
  • Fuente: SoftwareAdvice
  • Publicado el 24/7/2020
Rebecca D.
Processor and CSR
Seguros, 11-50 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    4 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    4 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 8/1/2019

"Economical, user-friendly agency management"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 8/1/2019
Steve K.
Owner
Seguros, 2-10 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 22/3/2020

"The best Agency Management Software ever!"

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

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 22/3/2020