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

Networked Names Hayes Vice President in Southern California

Grass Valley, Calif.-based Networked Insurance Agents has named Phyllis Hayes sales vice president. Hayes will be the key point of contact for ... more

Pelissier Named Partner at Woodruff-Sawyer in California

Woodruff-Sawyer & Co. has named Jared Pelissier a partner and senior vice president in the Southern California office. Pelissier specializes in ... more

Conn. Regulators Recovered $6.3M for Policyholders, Taxpayers in 2014

The Connecticut Insurance Department recovered approximately $6.3 million for policyholders and taxpayers in 2014, the state’s Deputy Insurance ... more

Massachusetts Coastal Communities Hit Hard by Blizzard

Some of the areas hardest hit by the blizzard that tore through Massachusetts were on the coastline, where oceanfront homes took the brunt of raging ... more