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

Hacala Appointed Financial Institutions Practice Leader, Willis Canada

Willis North America, a unit of Willis Group Holdings, has appointed of Roger Hacala as senior vice president and financial institutions practice ... more

Weak El Nino May Form in Warmer-Than-Normal Pacific

A weak El Nino will probably develop by the year-end, according to MDA Weather Services. While sea-surface temperatures are warmer than normal across ... more

Florida’s AssuredPartners Acquires Alabama’s Turner & Hamrick

Agency acquirer AssuredPartners Inc. of St. Mary, Florida, has purchased the assets of Turner & Hamrick, LLC, headquartered in Troy, Alabama. The ... more

Florida Is Hot Spot for Luxury Car Theft

Drivers of luxury vehicles in Florida should watch out. Their cars are the least likely in the U.S. to be returned if stolen. More than 25 percent of ... more