HawkSoft
A full-featured agency management system for independent P&C agencies, with flat, published per-user pricing.
Overview
HawkSoft is an agency management system built for independent property and casualty agencies. Its pricing stands out in a category where most vendors require a custom quote: HawkSoft publishes a flat base fee plus a per-user monthly rate, and states outright that it does not use long-term contracts, early-termination fees, or data-extraction fees. That’s a meaningful detail for an agency weighing how hard it would be to leave later.
The platform centers on the standard AMS job: client and policy records, carrier connections, and commission tracking. It layers on “Agency Intelligence” reporting aimed at identifying cross-sell and account-rounding opportunities from the agency’s own book of business.
Integrations
HawkSoft’s most notable integration is with AgencyZoom: the two companies publish a joint partner page describing a native, bi-directional sync intended to eliminate double data entry between the AMS and the CRM layer. HawkSoft also offers broader API access for connecting other tools in an agency’s stack, plus the carrier and comparative-rating connections expected of any modern AMS.
Key Features
- Policy and client record management
- Agency Intelligence reporting: productivity, profitability, and revenue dashboards
- Automated client communication and marketing campaigns
- Cross-sell and account-rounding reports
- Carrier and comparative-rating connections
- API integrations with third-party agency software
Pricing
HawkSoft publishes its pricing directly: a flat base fee plus $94 per user per month, with no long-term contracts, early-termination fees, or data-extraction fees.
Integration Partners
Who It's Best For
Independent P&C agencies that want a full-featured AMS with transparent, published pricing and no long-term contract.
Independent agencies, from single-location shops to multi-office agencies.
Pros & Cons
Pros
- Published, flat-rate pricing with no long-term contract, early-termination fee, or data-extraction fee
- Deep carrier and rating connections for personal and commercial lines
- Native, bi-directional integration with AgencyZoom
Cons
- Per-user pricing can add up for larger teams compared with flat tiered plans
- Full feature set has a learning curve during onboarding
Frequently Asked Questions
Does HawkSoft publish its pricing?
Yes. HawkSoft publishes a flat base fee plus a per-user monthly fee, rather than requiring a custom quote.
Does HawkSoft integrate with AgencyZoom?
Yes, HawkSoft and AgencyZoom offer a native, bi-directional integration. See our integration page for details on what data syncs and how setup works.