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

Preferred Mutual Hires DiBenedetto as Claims Counsel in New York

Preferred Mutual Insurance Company in New Berlin, New York, hired Shelly DiBenedetto as claims counsel. In her new role, she will be responsible for ... more

IICF Names Cummins Executive Director in Midwest

The Insurance Industry Charitable Foundation has named Mary Cummins executive director of its Midwest division. Cummins will be responsible for ... more

Michigan Rail Project to Eliminate Dangerous Crossing

Officials say a project to extend a rail line in a DTE Energy Co. rail yard in suburban Detroit, Mich. is designed to improve safety and traffic ... more

Heavy Rainfall Impacts Shipping at Oklahoma Port

Heavy rainfall in northeastern Oklahoma has impacted waterway shipping along the McClellan-Kerr Arkansas River Navigation System and the Tulsa Port ... more