HawkSoft review: pricing, downloads and accounting
HawkSoft 6 is an agency management system for independent P&C agencies. It holds the client file, policies, carrier downloads, ACORD forms, documents, trust accounting and commissions.
It fits small and mid-size agencies whose staff work on Windows PCs, with agency data in HawkSoft's cloud. HawkSoft publishes its seat price and base fee, and plans run month to month unless your proposal sets a term.
- Best for
- Small and mid-size independent P&C agencies that work on Windows PCs
- Lines
- Personal and commercial P&C, including farm
- Price
- $99 a concurrent seat a month plus a $100 monthly base fee. Your HawkSoft proposal shows the exact total for your seat count. A concurrent seat counts users logged in at once
- How it runs
- Windows desktop app with data in HawkSoft Cloud. Many features also open in a browser
- Carrier downloads
- IVANS, TEAM-UP and direct carrier downloads, retrieved all day
- Accounting
- Agency bill, trust accounting and commissions. The general ledger runs in QuickBooks
- Contract
- Month to month unless your proposal sets a term
- Demo or trial
- One-on-one demo. No free trial
Our take
HawkSoft fits an independent P&C agency that wants personal and commercial policies, downloads, certificates and trust accounting in one place. It publishes its seat price and base fee, which few agency systems do, and there is no long contract unless you ask for one.
Plan for two things before you switch. Staff need Windows, since the full system is a desktop app, and your books stay in QuickBooks, which holds the general ledger. HawkSoft quotes 4 to 6 weeks to go live after a test conversion of your own data.
Pros
- Published retail price of $99 a concurrent seat plus a $100 base fee a month
- Month to month, with no early termination fee
- Downloads retrieved all day, including a farm policy type
- HawkLink fills carrier websites at no extra cost
- Over 230 ACORD forms with prefill
- Free final backup of your data when you leave
Cons
- Full features need the Windows desktop app
- General ledger lives in QuickBooks, bought separately
- Setup and conversion are quoted, not listed
- 10 GB of storage a user, more for a fee
- Downloaded commission statements aren't supported yet
- Data may be deleted 30 days after you cancel
Plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| HawkSoft 6Every agency, no seat minimum | $99 a concurrent seat a month plus a $100 monthly base fee. Your HawkSoft proposal shows the exact total for your seat count | Policies, downloads, ACORD forms, documents, trust accounting, commissions, reporting, Agent Portal, HawkLink and phone support |
Retail seat price from HawkSoft's FAQ and base fee from its HawkSoft 6 migration page, checked October 2026. HawkSoft's March 2026 pricing guide says the monthly fee has a base fee for the first user and a set fee for each added user, counted by users logged in at once. Your proposal gives the exact math.
| Fee | Price | When it applies |
|---|---|---|
| Setup and training | Quote only | One time. Depends on your number of users |
| Data conversion | Quote only | One flat fee per database |
| E-Signature | $39 a license a month | Optional add-on, powered by Formstack Sign |
| Self-Service Certificates | $49 a month | Optional, per agency, unlimited certificates |
| Text Messaging | $20 a month | Optional, per agency, unlimited texts and users |
| Texting from your main number | $99 once | Optional setup |
| Extra training and services | $150 an hour | Most services have a two-hour minimum |
| Nationwide file import | $250 a file | Agents leaving Nationwide, with no extra changes |
From HawkSoft's additional services price list, checked October 2026. Seats added in the first year can carry a one-time setup and training fee.
Good to know before you buy
- Each user gets 10 GB of storage. More costs extra.
- Billing is monthly by card or bank account, paid automatically on the 15th. Paper checks aren't accepted.
- Setup fees are earned when you sign and aren't refunded.
Group offers
- Members of SIAA, the Strategic Insurance Agency Alliance, get preferred pricing.
- Agencies referred by a carrier rep get 15% off setup.
- Members of the Kansas association (KAIA) and the American Agents Alliance get 30% off setup.
- For Utah Independent Agents members, HawkSoft pays a year of dues on a new agreement and takes 5% off monthly fees.
Clients and policies
Each client's contact details, policies, log notes, documents and accounting sit together in one file. Any mix of lines can sit on one policy, and a home policy can carry several locations and schedules.
- Commercial accounts
- Hazards, scheduled items, drivers and vehicles, with CSV import and export for long lists
- Custom fields
- Up to 30 custom client fields, plus client and activity tags
- Several offices
- Permissions by office. Books can be merged after an acquisition
Carrier downloads
- Download routes
- IVANS (the network most carriers use to send downloads), TEAM-UP, IMT Group, Ebix, NxTech, Symbience and direct from some carriers
- Policy downloads
- Personal and commercial, retrieved all day through IVANS so staff don't run them by hand. Farm policies download as their own type
- Commission downloads
- The carrier list marks carriers that send direct bill commissions. The Downloads Dashboard doesn't take downloaded statements yet, so import them from CSV or Excel
- eDocs and claims
- From carriers that send them
- Real-time with carriers
- Billing and claims status, policy view, loss runs and payments for supported carriers
- Unmatched downloads
- Flagged on the Downloads Dashboard. Unmatched documents match in one click, and rules can alert staff to premium increases
- Carrier list
- HawkSoft keeps a carrier list on its site, searchable by line and download type
Certificates, ACORD forms and claims
- ACORD forms
- Over 230 ACORD forms, the industry's standard insurance forms, prefilled from client and policy data. You need your own ACORD forms license
- Certificates
- Staff prefill certificates from policy data. With the Self-Service Certificates add-on, insureds issue their own with an emailed code and no password
- Policy changes
- Changes arrive by download. HawkLink fills carrier websites for endorsements and payments and saves a screenshot of the confirmation to the client
- Claims
- Claim records on the client, claims downloads and live claims status for supported carriers
Rating and quoting
- Raters that connect
- TurboRater, EZLynx Rating Engine, PL Rating, QuoteRUSH, Applied Rater, Evolution, ACS, FSC Rater, Quomation and AccuAgency
- How quotes come in
- HawkSoft sends client data out to most personal lines raters. EZLynx gets policy data one way. AccuAgency sends policy data into HawkSoft
- Carrier quoting sites
- HawkLink, a free Chrome and Edge extension, fills carrier quoting sites with client data
Accounting and commissions
Agency bill and direct bill
- Agency bill invoices for premium, taxes and fees, with receipts, credit memos and refunds
- Carrier payables report with check queuing
- Direct bill statements imported or entered, matched to policies and reconciled
- Trust accounting, sent to QuickBooks item by item
General ledger
Not in HawkSoft. Operating accounting and the general ledger run in QuickBooks Online or QuickBooks Pro 2024, which you buy separately. HawkSoft can quote QuickBooks Online at a discount.
- Producer commissions
- Commission rules calculate producer pay, with paid reports and statements
- Payments
- Online payments through partners such as ePayPolicy, RevitPay, Agave and Ascend
- Done for you
- HawkSoft Managed Accounting, a paid service, can run trust and operating books, commission reconciliation and payroll
Budget for QuickBooks too. Your bank reconciliation and month-end close happen in QuickBooks, with balances checked against HawkSoft. Accounting consultants teach that setup during onboarding.
Documents, email and e-signature
- Storage
- 10 GB a user, with more for a fee
- Classic Outlook on a PC or Microsoft 365. 64-bit Outlook isn't supported
- E-signature
- HawkSoft E-Signature sends documents by text or email and files the signed copy to the client
- Mass email
- Batch email from any report, logged to each client
Tasks, texting and phones
- Tasks and renewals
- Task templates, default tasks and alerts when a renewal premium rises. The Action Menu logs each client contact
- Sales pipeline
- Pipeline categories, submission tracking and sales proposals
- Texting
- From a local or your main number, with opt-in and opt-out handled for you, logged to the client
- Phones
- Screen pops, plus partners such as Bridge, Lightspeed Voice and Sonant that log calls to the client
- Client emails on autopilot
- The HawkSoft+ Rocket Referrals bundle puts Rocket Referrals Premium on your HawkSoft bill
Mobile and client portal
Staff on the go
Agent Portal, included, shows clients, policies and coverages in any phone or tablet browser. Staff can add log notes and attachments.
Clients
Insured apps with policy details and ID cards come from partners GloveBox, Insurance Agent App and InsuredMine. Certificates come from the Self-Service Certificates portal.
Integrations and API
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| IVANS | Carrier downloads | Into HawkSoft | Policy, eDocs, claims and some commission downloads |
| TEAM-UP | Carrier downloads | Into HawkSoft | Policy downloads from TEAM-UP carriers |
| TurboRater | Rater | Out of HawkSoft | Client data for auto and home quotes |
| EZLynx Rating Engine | Rater | Out of HawkSoft | Policy data, one way |
| PL Rating, QuoteRUSH, Evolution, ACS | Rater | Out of HawkSoft | Client data for quoting |
| AccuAgency | Rater | Into HawkSoft | Policy data from the rater |
| QuickBooks | Accounting | Out of HawkSoft | Trust accounting entries |
| ePayPolicy, RevitPay | Payments | Both ways | Agency bill payments through HawkSoft's invoice and receipt API |
| AgencyZoom | CRM | Out of HawkSoft | Client and policy data for leads, automation and book reports |
| InsuredMine | CRM | Both ways | Client data through the Partner API |
| Rocket Referrals | Client emails | Both ways | Sends client messages and adds follow-up tasks in HawkSoft |
| Agency Revolution | Client emails | Out of HawkSoft | Client data through the Partner API |
| Bridge, Lightspeed Voice | Phones | Into HawkSoft | Logs calls, texts and recordings to the client |
| Broker Buddha | Commercial submissions | Both ways | Reads insureds and policies and logs submission replies |
| Bold Penguin | Commercial submissions | Out of HawkSoft | Small commercial quoting |
| Formstack Sign, WeSignature | E-signature | Into HawkSoft | Signed files back to the client |
| GloveBox, Insurance Agent App | Client apps | Out of HawkSoft | Policy details and ID cards for insureds |
| Canopy Connect | Data import | Into HawkSoft | Verified insurance data from a prospect's current carrier |
- API
- Partner API versions 3 and 4, with open documentation
- Who can use it
- Approved partners. HawkSoft issues credentials and a sandbox, and bars competitors
- What partners can write
- Log notes, attachments, tasks, prospects and client payments, with your agency's permission
- Updates
- No webhooks. Partners pull changes every 1 to 24 hours
- Cost
- Developers pay $3,000 a year unless HawkSoft waives it
Hosting and product status
- How it runs
- Windows desktop app. Tasks, reports, trust accounting, commissions, downloads and setup also open in a browser
- Where data lives
- HawkSoft Cloud on Microsoft Azure
- Computers
- Windows PCs. Macs need a Windows setup you arrange
- Product status
- HawkSoft 6 is the current product. Support for local HawkSoft 5 servers ended June 30, 2026
Getting started
Book a demo
A one-on-one walk-through, then a sales proposal with your seat count, setup and conversion fees.
Sign the agreement
Month to month unless the proposal sets a term.
Test conversion
A Conversions Specialist copies your data and gives you a first conversion to review and train on. Imports also take ACORD XML, CSV and AL3 files, the format carriers send downloads in.
Train and configure
Scheduled sessions run through the first 60 days, including QuickBooks setup with an accounting consultant.
Go live
HawkSoft imports a final copy, and you can work within 24 hours of it.
HawkSoft quotes 4 to 6 weeks to be up and running.
Support and training
- Channels
- Phone, live chat, email, online tickets and remote sessions
- Hours
- Monday to Friday, 5:30 a.m. to 5 p.m. Pacific
- After hours
- Help with access problems. Other after-hours support is billed by the hour
- Training
- Included at setup. Extra training costs $150 an hour
- User group
- The HawkSoft User Group is free and independent, with a national conference, regional meetings and webinars
Security
How client data is protected
- SOC 2 Type 2 audit
- Multi-factor login on by default
- Masking of personal details
- Access rules by domain and IP address
- Permissions by user and office
- Encryption at rest and in transit
- Backups at least daily, kept at least 15 days
- 99.5% monthly uptime target
Contract and your data
- Term
- Month to month unless your sales proposal sets one
- Notice
- Cancel any time in writing or with HawkSoft's form. It takes effect on the 1st of the next month
- Price changes
- 30 days' notice
- Refunds
- Prepaid service after the end date comes back within 30 days
- Leaving early
- No early termination fee
- Your data when you leave
- You own it. Admins can export CSV or SQL any time, and a final backup is free if your account is paid up. HawkSoft may delete your data 30 days after you leave
- HawkSoft ending it
- With 30 days' written notice
From HawkSoft's licensing agreement, checked October 2026.
What users say
Themes that come up most often in public user reviews, as of October 2026.
What users like
- Responsive customer support
- Everything for a client in one file
What users dislike
- Occasional errors or stability issues
- Add-on feature costs
- Learning curve
HawkSoft alternatives
- Momentum AMSFrom $119 a monthBrowser based, with a CRM and texting built in
- EZLynxQuote onlyComparative rater and AMS from one vendor
- QQCatalystQuote onlyVertafore's browser AMS with a PL Rating bridge
- AMS360Quote onlyGeneral ledger built in, for larger P&C agencies
- JenesisLinkQuote onlyJenesis CRM and marketing tools beside its own AMS
See every option in insurance agency management systems.
Frequently asked questions
How much does HawkSoft cost?
HawkSoft 6 is $99 a concurrent seat a month at retail plus a $100 monthly base fee. A concurrent seat counts users logged in at once. Your HawkSoft proposal shows the exact total for your seat count and the one-time setup and data conversion fees.
Is HawkSoft cloud based?
Your data is in HawkSoft Cloud on Microsoft Azure, but you work in a Windows desktop app. Many features, such as reports and Agent Portal, also open in a browser.
Does HawkSoft replace QuickBooks?
No. HawkSoft handles agency bill, trust accounting and commissions, and the general ledger stays in QuickBooks.
Does HawkSoft require a long-term contract?
Not by default. Plans run month to month unless your proposal sets a term, and a cancellation takes effect on the 1st of the next month.
Does HawkSoft work on a Mac?
Only through a Windows setup on the Mac. Browser features such as Agent Portal work on any device.
Which raters work with HawkSoft?
TurboRater, EZLynx, PL Rating, QuoteRUSH and several others connect, mostly by sending client data out for quoting.
How we researched this review. We based this review on the pricing, terms and product pages published by HawkSoft, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan HawkSoft quit selling or a contract term that reads different now, let us know and send the link to the page where HawkSoft has it. Somebody here pulls up that page and checks it before we change anything on ours.