Client Management System (CMS)

Proven Insurance Agency Management Software Systems:
Made for Agents, Designed and Supported by Agents

Commercial Lines

Whether your agency writes Property, General Liability, Automobile, Inland Marine, Crime, Umbrella, Workers’ Compensation or something else, HawkSoft CMS is the insurance agency management software that provides industry leading tools and the flexibility you need to manage your book of business. Learn more >

Personal Lines

HawkSoft CMS is the insurance industry’s leading agency management software solution for managing your personal lines business. With innovative tools to help write and maintain your personal lines book of business, your agency’s level of productivity will increase, and agencies of any size can become more efficient than ever. Learn more >

Online or Local

When it comes to the choice between an internet-based or an inhouse network solution, many factors can influence an agency's decision. Every insurance agency has unique interests, and HawkSoft CMS is the one agency management software solution best suited to satisfy those needs in any circumstance. Learn more >

CLIENT MANAGEMENT SYSTEM FEATURES INCLUDE:

  • Carrier Downloads: Commercial Lines, Personal Lines and Direct Bill Commissions
  • Real Time Inquiries via HawkLink™
  • Integration with Comparative Raters
  • Sales Proposal System
  • Drag and Drop Any Electronic File Directly Into Client File
  • High-Speed Scanning and Document Management
  • ACORD® Forms
  • Data Conversions From Most Management Systems
  • Management and Marketing Reports
  • Integration with Your Agency's Website
  • Pricing Structure to Fit Your Agency Size and Needs
  • and much, much more >

INDUSTRY NEWS

provided by Insurance Journal

California Legislator Introduces Ridesharing Bill

A California Assemblywoman has introduced a bill to regulate ridesharing companies like Uber, Lyft and Sidecar. Assembly Bill 2293, authored by ... more

California Bill To Close Earthquake Loophole Clears Committee

A California bill to close a loophole that enables building on active earthquake faults without considering the impacts passed a key committee hurdle ... more

Carter Named President of Berkley Program Specialists, Succeeding Diem

W. R. Berkley Corp. has named Wayne H. Carter, III as president of Berkley Program Specialists. Carter succeeds John Diem, who is retiring. Based in ... more

Owner Sues Welding Firm Over Deadly Boston Brownstone Blaze

The owner of a brownstone where two firefighters were killed in a wind-fueled fire has filed a civil lawsuit alleging negligence by welders working ... more