HawkSoft
HawkSoft is a privately-held, founder-owned software company founded in 1995 that provides cloud-based and on-premise agency management systems, accounting, and carrier integration tools to thousands of independent insurance agencies across North America.
- Company typePrivate
- Founded1995
- HeadquartersCanby, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What HawkSoft does
HawkSoft, Inc. is a privately-held software company founded in 1995 by Paul Hawkins and Sean Hawkins, headquartered in Canby, Oregon, with a second office in New Bern, North Carolina. The company provides an agency management system (AMS) for independent insurance agencies across North America, covering personal lines, commercial lines, life, health, and benefits workflows. The platform is built on a Windows desktop application (.NET Framework 4.8) backed by Microsoft Azure cloud infrastructure in the HawkSoft 6 release, combining desktop performance with cloud-delivered data accessibility. Core modules include policy management, trust and operating accounting, e-signature, carrier downloads (ACORD XML/AL3/MTF, including first-to-market Agriculture/Farm downloads via Ivans/AUGIE), a comparative Rater (powered by ITC TurboRater), text messaging, self-service certificates, an Agent Portal, an insured mobile app, and the Agency Intelligence reporting suite. A Partner API Program and HawkSoft Marketplace host 50+ vetted third-party integrations spanning rating, payments, VoIP, marketing automation, communications, and AI.
The business model is subscription SaaS priced at approximately $99 per user per month for HawkSoft 6 cloud, with all core features bundled, no term contracts, no termination fees, and no data-extraction fees. The 3-user minimum license was eliminated in HawkSoft 6. Additional revenue streams include paid Managed Accounting Services (outsourced trust, operating, and commission accounting) and QuickBooks Online resale as an Intuit agent, offering agencies a 10-15% ongoing discount on QBO via a single HawkSoft invoice. Go-to-market is direct, via inside sales, a no-obligation demo request, and a consultative sales process that emphasizes painless data conversion (agencies operational in 4-6 weeks). HawkSoft is privately owned by its founders with no outside investors and has explicitly rejected acquisition offers, with ownership reinforced by 10 consecutive years on Oregon's Top Workplaces and reported metrics of 97% recommendation rate, 97% first-call resolution, and 18-year average customer tenure. The company employs 150+ people nationwide and serves thousands of independent agencies.
HawkSoft firmographics
Firmographics- Name
- HawkSoft
- Legal name
- HawkSoft, Inc.
- Website
- https://hawksoft.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- HawkSoft is a privately-held, founder-owned software company founded in 1995 that provides cloud-based and on-premise agency management systems, accounting, and carrier integration tools to thousands of independent insurance agencies across North America.
- Ownership category
- akta.pro rank
HawkSoft industry classification
Industry- Product category
- Insurance Agency Management Software
- NAICS
- Other Insurance Related Activities (52429)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Captive Insurance Advisory & Management (FSAEADAF)
Keywords
Where HawkSoft is headquartered
LocationHeadquarters
- HQ city
- Canby
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
HawkSoft business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Agency Management System Subscription (Per-Seat): Subscription-based SaaS model billed per user per month. HawkSoft 6 (cloud) is priced at approximately $99/user/month retail; local installation pricing increased up to $39/user/month upon migration. All core features are bundled in the base subscription. The 3-user minimum license requirement was eliminated in HawkSoft 6.
- Managed Accounting Services (Add-on): Paid add-on service offering offloading of trust accounting, operating accounting, and/or commissions tasks to HawkSoft's managed accounting team. Offered in service packages tailored to agency needs, with a free discovery call available.
- QuickBooks Online Resale (Agent of Intuit): HawkSoft resells QuickBooks Online subscriptions as an Intuit partner, offering 10-15% ongoing discounts to agencies. QuickBooks is billed on a single invoice alongside the HawkSoft subscription. Revenue derived from the margin on QuickBooks resale and the bundled billing relationship.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Base subscription (all core features bundled) |
| Subscription | Monthly | HawkSoft 6 Cloud (per user/month) |
| Subscription | Monthly | QuickBooks Online add-on (via HawkSoft) |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
HawkSoft product offering
Product offeringCore offering
HawkSoft develops and sells an insurance agency management system (CMS) for independent insurance agencies across North America. The flagship product combines personal and commercial lines policy management, accounting, carrier downloads, comparative rating, e-signature, text messaging, and client communications into a single subscription. It is available as HawkSoft 6 (cloud-based on Microsoft Azure) or as a local server installation, with an Agent Portal, HawkLink Chrome extension, and 50+ third-party integrations via the Partner API Program.
Product overview
HawkSoft offers a unified agency management system (CMS) for independent insurance agencies, combining core policy management, accounting, and communication tools with an extensive ecosystem of third-party integrations. The flagship product is HawkSoft Agency Management System, available as HawkSoft 6 (cloud-based on Microsoft Azure) or legacy HawkSoft Online. The platform includes built-in modules for accounting, e-signature, text messaging, comparative rating (Rater), agent portal, insured mobile app, and reporting (Agency Intelligence). HawkSoft's Partner API Program enables 50+ third-party integrations across rating, marketing automation, VoIP, payments, document management, and AI capabilities. Additional add-on services include managed accounting, self-service certificates, and the HawkSoft User Group (HUG) community for training and education. The system supports both desktop and cloud deployment with data conversion services for agencies switching from other systems.
Differentiator
Problem solved
Functional benefit
Brands
- HawkSoft CMS: The flagship Agency Management System / Client Management System for independent insurance agencies.
- HawkSoft 6
- HawkSoft Online
- HawkSoft Agency Intelligence
- HawkSoft Agent Portal
- HawkLink
- HawkSoft University
- HUGs
Products and services
- HawkSoft Agency Management System (CMS) / HawkSoft 6 Flagship subscription-based insurance agency management system for independent insurance agencies. Provides policy management for personal and commercial lines, accounting, carrier downloads, comparative rating, e-signature, text messaging, client communications, document management, and Agency Intelligence analytics. Available as HawkSoft 6 (cloud on Microsoft Azure) or local server installation. All core features bundled in one base subscription.
- HawkSoft Managed Accounting Services Paid outsourced accounting service for independent insurance agencies to offload trust accounting, operating accounting, and/or commissions tasks to HawkSoft's managed accounting team. Offered in service packages tailored to agency needs, with a free discovery call available. Operated from HawkSoft's East Coast office in New Bern, NC.
- HawkSoft Premier Book Roll Data standardization service for insurance carriers providing predictable pricing for data conversion from any data source with no per-policy fees. Targeted at carriers needing clean, normalized policy data for book transfers or onboarding.
- HawkSoft Partner API Program and Marketplace API-based partner ecosystem with a centralized Marketplace for add-on features and third-party integrations. Encompasses over 50 vetted integration partners spanning rating, marketing automation, VoIP, payment processing, document management, AI, and other insurance workflows. HawkSoft vets partners to ensure respect for agency data ownership.
Quantifiable outcome
- 18-year average customer retention rate
- +4 more outcomes
Companies that use HawkSoft
Customer profileNamed customers8 records
Segments1 record
Ideal customer profiles2 records
HawkSoft technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration49 records
AI capability10 records
Feature13 records
HawkSoft partnerships and signals
Strategic signalPartnerships
27 partnerships are on record, tiered core.
- Producers XLcoreProducers XL is an insurance marketing organization and advisor support partner. The partnership enables HawkSoft agencies to address coverage gaps in life, long-term care, and Medicare for their clients by leveraging Producers XL's consultative support ecosystem. The collaboration aims to reduce administrative friction for insurance agents, allowing them to focus more on client relationships and closing business.
- QuandricoreQuandri's AI-powered renewal intelligence platform integrates with HawkSoft, extending renewal automation capabilities to thousands of additional independent insurance agencies beyond its existing Applied Epic integration. The expansion allows agencies to automate renewal workflows, reducing manual work and enabling higher policy volume without adding headcount. Quandri serves hundreds of agencies and brokerages across North America and has been recognized on the CB Insights InsurTech 50 and Deloitte Technology's Fast 50.
- RevitPaycoreRevitPay became an integrated payments partner following its acquisition of ePaymints. The direct API integration enables insurance agencies to process payments directly within HawkSoft's agency management system, providing automated reconciliation, digital payment options including text-to-pay and email-to-pay, and next-day funding with same-day funding available. The partnership is designed to reduce administrative friction, accelerate premium collection, and improve cash flow visibility for insurance agencies without disrupting existing workflows. Kimberly Coley, former founder of ePaymints, leads the partnership as VP of Partnerships at RevitPay.
- PathwayPortcorePathwayPort's enhanced two-way API integration with HawkSoft enables independent insurance agencies to automate client communication and operational workflows using live policy, account, and contact data. The integration keeps HawkSoft as the system of record while allowing agencies to standardize renewals, servicing communications, and retention workflows with built-in compliance controls, audit trails, and automated engagement tracking. Designed for agencies requiring consistency, documentation, and control in regulated environments.
- VoleycoreAPI partnership allowing insurance agencies to streamline client communications across multiple channels within their management systems. The integration enhances compliance, auditability, and efficiency by centralizing communication logs and automating documentation.
- GayacoreHawkSoft and Gaya partnership uses Gaya's Super Paste technology to automatically populate carrier portals, rating systems, and ACORD PDF forms from HawkSoft data, eliminating repetitive manual data entry. Both companies characterize data re-entry as a significant productivity pain point in independent insurance agencies. The technology is aimed at freeing staff to focus on client advisory work.
- WeSignaturecoreThe integration enables independent insurance agencies to send documents for electronic signature and automatically return completed files to the correct client record within HawkSoft. The partnership eliminates manual document handling, removes per-envelope pricing limitations, and combines signature and payment collection into a single workflow. Both companies remain independent, expanding options for agencies seeking to modernize document processes without added complexity.
- Exdion InsurancecoreHawkSoft and Exdion Insurance collaboration integrates AI into insurance agency workflows through Exdion EyeQ, focusing on automating policy checking, quote comparison, and endorsement processes. The AI platform helps agencies mitigate E&O risk, shorten renewal cycles, and improve operational efficiency. The partnership aims to bring enterprise-grade AI capabilities previously available only to large brokerages to middle-market and Main Street agencies.
- RiskAdvisorcoreRiskAdvisor is a client intake and risk data platform. The collaboration helps agencies streamline data collection workflows, addressing challenges including duplicate data entry, inconsistent information, and fragmented technology stacks by standardizing how client information is collected before it flows into downstream systems. Both companies remain independent, with the partnership forming part of HawkSoft's broader strategy to expand its network of vetted Solution Partners.
- SonantcorePartnership delivers conversational AI that logs calls and creates tasks directly in HawkSoft. Voice AI integration enables independent insurance agencies to leverage AI-driven call intelligence within their management workflow.
- LiberatecorePartnership enables insurance agencies to use Liberate's Voice AI for automating customer service, quoting, and call routing. The integration aims to improve operational efficiency, client service, and retention by utilizing AI tailored specifically for the insurance industry.
- CaracoreTogether HawkSoft and Cara are delivering next-generation AI workflows to streamline operations and servicing for agencies.
- LeOcoreHawkSoft and LeO announce API integration to bring AI-assisted insight to the Independent Agent channel. Meaningful AI for independent insurance agencies.
- Lightspeed VoicecoreTwo-way API integration between HawkSoft and Lightspeed Voice VOIP platform. Lightspeed Voice is the first two-way API Partner in its vertical.
- Ivans and AUGIEcoreHawkSoft becomes the first AMS to support Agriculture/Farm policy downloads in partnership with Ivans and AUGIE. With the capability to download a farm policy instead of a commercial package, insurance agents receive more detailed and usable data.
- Rocket ReferralscoreHawkSoft and Rocket Referrals collaborate to deliver agency management and automated communications in one package (HawkSoft+ Rocket Referrals package). Independent insurance agencies can efficiently discover, buy, and implement both platforms together.
- Agency RevolutioncoreAgency Revolution uses HawkSoft's two-way integration to add activities to HawkSoft's management system. Agents relying on Agency Revolution to automate communications can automatically see which communications were sent to their clients right from the HawkSoft system.
- LevitatecoreLevitate and HawkSoft launch two-way API integration between platforms. New read-write capabilities allow independent insurance agents to build and nurture relationships more seamlessly.
- PathwaycorePathway and HawkSoft partner to streamline client-facing communications like email and text messaging. Pathway adds bot-driven automations to communicate with insureds for renewals, billing, and delivery of policy documents.
- Duck Creek TechnologiescorePartnership with Duck Creek Technologies offers independent insurance agents direct connections to supported carriers. Agencies can submit quotes directly from HawkSoft's management system to carriers that utilize the Duck Creek Platform.
- Rocket ReferralscoreHawkSoft and Rocket Referrals partner to automate maintaining relationships with insureds through automated activities like welcome letters, at-risk client engagement, online review collection, and NPS surveys.
- Agency RevolutioncoreIntegration delivers marketing automation to independent agencies. Agency Revolution allows agencies to personalize customer communication and drive powerful automated campaigns.
- LevitatecoreAgencies using HawkSoft can seamlessly integrate with Levitate's keep-in-touch tools for complete contact management and communication solution.
- Bridge / Lightspeed Voice / RingCentralcoreHawkSoft announces VoIP phone system integrations with leading providers both within and outside the insurance industry, including partnerships with Lightspeed Voice, Bridge, and RingCentral.
- Formstack Sign (formerly InsureSign)coreHawkSoft launches HawkSoft E-Signature through partnership with Formstack Sign (formerly InsureSign) to offer agencies electronic signature capabilities.
- ITC TurboRater (HawkSoft Rater)coreHawkSoft launches HawkSoft Rater powered by ITC TurboRater, delivering nationwide home and auto comparative rating for independent agents.
- Intuit (QuickBooks)coreHawkSoft partners with Intuit to offer preferred rates on QuickBooks Online subscriptions (10-15% ongoing discount). Agencies receive a single invoice from HawkSoft for both CMS and QuickBooks. HawkSoft provides training and support for QuickBooks with HawkSoft for trust accounting needs. QuickBooks Online (QBO) integrates seamlessly with HawkSoft's trust accounting workflows.
Scale indicators9 records
Recent moves7 records
Expansion highlights6 records
HawkSoft competitors and assessment
Company assessmentEmerging players
- InsuredMine: InsuredMine is a CRM, sales pipeline, and policy management platform built specifically for P&C agencies. It partners with HawkSoft via two-way API but also competes for CRM and marketing automation wallet share within the same agency customer base.
- NowCerts: NowCerts is a cloud-based insurance agency management platform targeting independent agencies, often positioned as a modern alternative to legacy AMS systems. It competes directly with HawkSoft 6 on cloud-native delivery and SMB pricing.
- Agency Revolution: Agency Revolution is a marketing automation platform built for independent insurance agencies. It integrates with HawkSoft via two-way API but overlaps on customer communications, cross-sell, and engagement workflows that HawkSoft also delivers natively.
- Better Agency: Better Agency Insurance CRM provides automation for emails, reviews, renewals, claims, and cross-selling to independent insurance agencies. It is integrated with HawkSoft via API but competes for the same agencies' automation and engagement stack spend.
Direct peers
- Vertafore: Vertafore (owned by Roper Technologies) provides agency management systems including AMS360 and Sagitta, serving independent insurance agencies. It competes head-to-head with HawkSoft in personal and commercial lines policy management for the same SMB-to-mid-market agency segment.
- EZLynx: EZLynx (Roper Technologies) is a comparative rater and agency workflow platform widely used by independent insurance agencies. It overlaps with HawkSoft's HawkSoft Rater offering and competes in the agency productivity layer for personal lines quoting.
- Applied Systems (Applied Epic): Applied Systems is the largest insurance agency management system provider in North America, serving independent agencies and brokerages with Applied Epic and other products. It is HawkSoft's primary direct competitor, sharing the same customer segment (independent agencies) and offering an overlapping cloud-based AMS.
Broad incumbents
- Duck Creek Technologies: Duck Creek Technologies provides a core insurance platform suite for carriers and is a HawkSoft technology integration partner enabling direct carrier quoting from the HawkSoft AMS. It serves the broader insurance software market including agencies, brokerages, and carriers, making it an adjacent incumbent.
- Intuit QuickBooks: QuickBooks is the dominant small-business accounting platform and a HawkSoft technology partner for trust accounting workflows. HawkSoft even resells QuickBooks Online with a 10-15% discount, making Intuit both a partner and an adjacent incumbent competing for the agency's financial software wallet.
Others
- Applied Client Network: Applied Client Network is the user group and education community for Applied Systems customers, paralleling HawkSoft's HUG (HawkSoft User Group). It is a relevant ecosystem peer because it reflects the same independent-agency engagement and community-building playbook that is core to HawkSoft's retention strategy.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
HawkSoft social profiles
Digital presenceHawkSoft financial estimates
Financial estimateRevenue estimate
Valuation estimate
HawkSoft leadership team
Management profileNumber of profiles
Profiles5 records
HawkSoft funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HawkSoft M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HawkSoft
What does HawkSoft do?
HawkSoft develops and sells an insurance agency management system (CMS) for independent insurance agencies across North America. The flagship product combines personal and commercial lines policy management, accounting, carrier downloads, comparative rating, e-signature, text messaging, and client communications into a single subscription. It is available as HawkSoft 6 (cloud-based on Microsoft Azure) or as a local server installation, with an Agent Portal, HawkLink Chrome extension, and 50+ third-party integrations via the Partner API Program.
Is HawkSoft a public or private company?
HawkSoft is a private company. It is classified as family owned and is currently operating.
When was HawkSoft founded?
HawkSoft was founded in 1995. It employs 51 to 100 people.
Where is HawkSoft based?
HawkSoft is headquartered in Canby, United States, in the North America region.
How does HawkSoft make money?
Three revenue lines are on record. Agency Management System Subscription (Per-Seat) is the primary driver. The others are managed Accounting Services (Add-on) and quickBooks Online Resale (Agent of Intuit).
Who are HawkSoft's main competitors?
Emerging players on record are InsuredMine, NowCerts, Agency Revolution and Better Agency. Direct peers are Vertafore, EZLynx and Applied Systems (Applied Epic). Broad incumbents are Duck Creek Technologies and Intuit QuickBooks. Applied Client Network is listed as an others.
Does HawkSoft have an API?
Yes. HawkSoft offers a Partner API program that enables third-party integrations with the HawkSoft agency management system. The API allows agencies to enable integrations with various third-party systems through the HawkSoft Marketplace. API integrations are available for rating, marketing automation, VoIP, payment processing, document management, and other insurance workflows. Key API partners include RevitPay (payments), PathwayPort (workflow automation), Gaya (data entry), Exdion (AI), Liberate (Voice AI), Sonant (Voice AI), Quandri (renewal intelligence), and many others. HawkSoft carefully vets potential API partners to ensure they respect agency data ownership. Developer documentation is at www.hawksoft.com/partners.
What industry is HawkSoft in?
HawkSoft's product category is Insurance Agency Management Software. Its primary akta.pro industry code is FSAEADAF, Captive Insurance Advisory & Management. Its NAICS code is 52429 and its SIC code is 6411.