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

Mass. Gov. Takes Issue With Report Pegging ACA Costs at $1B

Massachusetts Gov. Deval Patrick is sharply criticizing a report that puts a price tag of about $1 billion on the implementation of the federal ... more

California Governor Signs Bill Earthquake Insurance Information Bill

Gov. Jerry Brown has signed Assembly Bill 2064, a bill aimed at changing the way Californians learn about earthquake insurance for their homes. Under ... more

Lockton Adds Gabriel, Koslowski to Employee Benefits Team in Milwaukee

Independent insurance broker Lockton, has added Account Executive Tom Gabriel and Senior Account Manager Lori Koslowski to the employee benefits team ... more

New Jersey OKs Storm Buyouts in East Brunswick

New Jersey has purchased the first of seven flood-damaged homes in East Brunswick under a Superstorm Sandy program. The home on Squire Street was ... more