Hawksoft Client Management System (CMS)

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

Members receive a 10% discount on the initial licensing/training fee.

With innovative tools to help write and maintain your book of business, your agency’s level of productivity will increase, and agencies of any size can become more efficient than ever.

Client Management System Features Include:

  • Carrier Downloads: Commercial Lines, Personal Lines and Direct Bill Commissions
  • Real Time Inquiries via HawkLink or Transformation Station
  • 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 Conversion From Most Management Systems
  • Management & Marketing Reports
  • Integration with Your Agency’s Website
  • Pricing Structure to Fit Your Agency Size and Needs
  • And More!


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