# HawkSoft CMS Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about HawkSoft CMS Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/79412/HawkSoft-CMS --- # HawkSoft CMS Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 13, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) HawkSoft CMS ## What is HawkSoft CMS? Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack. ## What is HawkSoft CMS used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Overall rating Based on 64 user reviews Reviews sentiment Positive 91% Neutral 3% Negative 6% Starting price $250 Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HawkSoft CMS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.hawksoft.com&name=HawkSoft CMS) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### HawkSoft CMS 4.5 (64) VS. [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price $250 Per Month Starting Price $25 Per Feature, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (64) Ease Of Use 4.9 (247) Value For Money 4.3 (48) Value For Money 4.8 (241) Customer Service 4.6 (59) Customer Service 4.8 (227) ## HawkSoft CMS alternatives [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/79412/HawkSoft-CMS/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 4.8 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Claims Management 4.3 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Process of submitting and following up on claims with insurance companies Commission Management 4.7 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Document Management 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Contact Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Quotes/Estimates 3.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers HawkSoft CMS 13 features Application programming interface that allows for integration with other systems/databases Process of submitting and following up on claims with insurance companies Private online space that lets businesses securely share documents and provide information access to clients Tracking, calculating, and paying commissions and earnings to employees Manage, organize, and store contact information Store, manage, and track all electronic documents in a centralized location Create and send email blasts/campaigns Create, administer and manage insurance policies for various customers and insurance lines Businesses operating within the life and health insurance sectors Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Get Advice We can help you find the software with the features you need. Features 4.3 (57) 4.3 Based on 57 reviews ## Pricing Value for money 4.3 (48) Basic $250.00 Per Month Value for money 4.3 (48) 4.3 Based on 48 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (59) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (59) 4.6 Based on 59 reviews ## User reviews Overall rating 4.5 Based on 64 reviews Filter by rating 5(41) 4(17) 3(2) 2(2) 1(2) Mentioned topic Sorted by most recent AM Alondra M. Insurance Agent Insurance ### "Honest Review as Daily user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2025 Hawksoft is my main program needed to do any work for our clients and it safely stores and organizes payments and documents provided for our plocies. Pros Working with over 50 companies it makes accessing client customer ID's easily to find to make payments and keep track of any changes done to policies. Cons Hawksoft makes it easy for us to manage all of our companies without it unfortunately it makes my job alot harder and adds in a million extra steps I am not trying due to. I effeciently can manage my time cutting down work. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 30, 2025 Thank you for the kind review. We're so happy to hear that HawkSoft allows for you to easily manage your day-to-day workflows. Please don't hesitate to reach out if you have any questions! Greg L. Agency Admin Insurance ### "Hawksoft Review - The agencies future system." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 20, 2025 We have been with Hawksoft since 2019 and it has been amazing to help us with our retention for client files and documents as well as a sales portal to keep up with prospecting and sales pipeline. Pros The multi feature use for accessing client files and also being able to report from that information! Cons Some of the tasks are still on a single clear feature and not a batch feature. Alternatives considered [Better Agency](https://www.capterra.com/p/211611/Better-Agency/) [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Reasons for choosing HawkSoft CMS More integrations and more tools at our disposal as we were going independent! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 21, 2025 Thank you for the positive review! We appreciate the feedback on tasks. We are continuing to improve the platform and are happy you are a member of the HawkSoft family. Please don't hesitate to reach out to us if you have any further questions. Thanks again! TC Tannya C. mgr Insurance ### "Popular Insurance Client Mgt System, but bnot as user friendly as others" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 December 12, 2023 Overall, Hawksoft is a good client management system Pros Like how easy it is to manage Certificates of insurance Cons would prefer an easier way to attach documents to each policy Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 13, 2023 Thank you for the review! We appreciate your candid feedback. We'll take what you said back to our team to improve future updates. We do have drag-n-drop of attachments from the desktop to our system. If there is an easier way to handle this workflow, please contact us. Thank you! LK Linda K. Ins agent Insurance ### "Hawksoft review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 June 30, 2023 Customer service is always good.......the convention everyone was sooo nice Pros I wish we would have had hands on training I know we are missing so many things that can be done Cons When we got set up everyone is a customer and an active member......talked to someone to del the prospects that were active but was told will have to do one by one Reasons for choosing HawkSoft CMS Money Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GF Gretchen F. CSR Insurance ### "Management system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2022 So easy to work with if you can understand the client on the phone. We can search clients by address or phone number. Pros Hawksoft makes it easy to find clients and manage other items the clients need all in one place and is user friendly. Cons Nothing that I dislike, we all had an easy time switching to this system Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Cost savings and over all ease of use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 3, 2023 Thank you for the thoughtful review! We appreciate the kind words and we're glad HawkSoft has helped your agency be more efficient. JB James B. President Insurance ### "Love Hawksoft" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 25, 2022 I switched from one of the big two and the only regret I have is not switching sooner. Current reports do not do historical changes currently. Pros The customer service is the most important part of hawksoft. They make you part of the family. It is an amazing family. The program is amazing, it works for our commercial, personal lines and they are growing with partners that help us automate. Cons They were amazing to transfer data. The software is not perfect, but it has been amazing and we love it. Switched from [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) Vertafore attitude Alternatives considered [Nexsure Insurance Platform](https://www.capterra.com/p/119445/Nexsure-Agency-Management/) [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reasons for choosing HawkSoft CMS Attitude of company. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 27, 2022 Thank you for the heartfelt review. We're glad you feel like part of the family at HawkSoft - that means we've done our job! TS Todd S. Principal Insurance ### "Review of Hawksoft CMS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2022 Excellent Pros Ease of use, captures all policy detail, integration with Quick Books. Pricing is well below Applied Systems. Cons I can't think of anything that I don't like about this software. Reasons for choosing HawkSoft CMS Better product for our agency at much less cost. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 27, 2022 Thanks for the great review! We're glad you're enjoying the features and ease of use of HawkSoft! AL Ally L. CSR Insurance ### "Hawksoft is the best!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 6, 2022 I love hawksoft - super efficient and have never given me a problem Pros The logs it creates so it covers all your work as long as you work out of the system Cons I have no complaints about hawksoft, have been using it for 3+ years myself, on top of how long my employers have as well Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 3, 2022 Thanks for leaving such a great review of HawkSoft! The automatic documentation is definitely a favorite among customers. Agencies like to say "if it's not in HawkSoft, it didn't happen!" LC Lee C. Owner Insurance ### "Like drinking from a fire hose" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 December 21, 2021 Pros I came from captive world so does all was quite a shock but the software does what it says it will do Cons It seems like companies put way too many options and features into software these days like they have to give you every option in the world, I would like to find a company that just keeps it simple and a little more basic. There are 12 major tasks that are done in anb insurance agency each week and software these days does about 10,000. Warren Buffet does not even have a computer on his desk. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 14, 2022 Thanks for leaving us such a great review, Lee! The HawkSoft system does include a lot of options - our goal is to allow agencies to set things up in whatever way works best with their workflows, rather than conforming their processes to our system. Many of our features are implemented due to feedback from real agencies who have requested them. There is always a learning curve for adopting a new system, but but our training guides and videos can help you get the basics down quickly. And you have consultation sessions with our implementation team across your first year to help you learn more once you've got that down! Feel free to let them know if there's anything your agency could use a little extra help on. AU Anonymous User Support Technician Insurance ### "Parallels with HawkSoft CMS" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 July 29, 2021 Overall HawkSoft CMS gets the job done and allows for a fairly seemless experience using parallels. If Parallels and HawkSoft CMS used the same logon info a lot of our complication we experienced would have gone away. Pros I did like that it launched via Parallels so I just had to install Parallels client and was able to get up and running. HawkSoft CMS itself was very consistent after we got in. Cons Configuration of Parallels client was a little bit of a pain and had to know a lot of little configuration options to get logged in. Also logon for HawkSoft CMS and Parallels was completely seperate so that made it confusing for our users at times. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 13, 2021 Thanks for leaving us a review! We're sorry you found setting up Parallels a little tricky. Our Product Support team is always happy to help with the initial setup and configuration, and you do have the ability to customize your passwords for both Parallels and HawkSoft. We're also looking forward to releasing the fully cloud-based version of our system, which will no longer require logging in through Parallels. [View all Reviews](https://www.capterra.com/p/79412/HawkSoft-CMS/reviews/) Popular comparisons [ePayPolicy vs HawkSoft CMS](https://www.capterra.com/compare/79412-198072/HawkSoft-CMS-vs-ePayPolicy)[Jenesis Software vs HawkSoft CMS](https://www.capterra.com/compare/79412-119068/HawkSoft-CMS-vs-Jenesis-Software) [Applied Epic vs HawkSoft CMS](https://www.capterra.com/compare/70671-79412/Applied-Epic-vs-HawkSoft-CMS)[EZLynx vs HawkSoft CMS](https://www.capterra.com/compare/79412-102928/HawkSoft-CMS-vs-EZLynx)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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