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

Personal Insurance Federation of Florida Releases TNC Legislation Guidelines

Transportation network companies such as Uber and Lyft represent a promising technology that can serve consumers well in the future, but Florida ... more

ProSight, Affinity Partner on Golf, Country, Leisure Club Program

ProSight Specialty Insurance and Affinity Agency Group, LLC have partnered to create ClubComplete, a specialized one-stop insurance product for golf, ... more

Texas Fire Investigators Honored for Service

A Texas Advisory Council on Arson (ATAC) has honored two Texas fire investigators for their years of service and accomplishments. The two honored ... more

Erie Survey Finds Wide Range of Distracted Behaviors Behind Wheel

To discourage distracted driving in conjunction with National Distracted Driving Awareness Month in April, Erie Insurance, based in Erie, ... more