HawkSoft: Agency Management System for Independent Agencies
What is HawkSoft? HawkSoft is an agency management system (AMS) for independent insurance agencies. It stores client and policy records for personal and commercial lines, tracks submissions, prefills ACORD forms and manages carrier downloads. HawkSoft's pages describe integrations with ten third-party raters and the pages read describe no rater of its own. HawkSoft says it is privately owned by the family that founded it in 1995. Last verified against hawksoft.com on 9 November 2026.
This profile is based on HawkSoft's own pages, read on 9 November 2026. QuoteSweep has not used HawkSoft. QuoteSweep makes a competing commercial quoting product, so read the comparison sections with that in mind. This page does not rank vendors: it describes one vendor and links to the comparisons.
What HawkSoft is
HawkSoft's home page says it was created by independent agents and has been a leader in agency management systems since 1995. The AMS page describes policy and client management for personal and commercial lines, submission tracking, ACORD prefills, carrier downloads and "all core features in one base subscription," with add-ons and integrations as the agency grows.
The home page lists these products: the agency management system, an Agency Intelligence reporting suite, a browser-based Agent Portal, API integrations, automated communications, accounting, managed accounting, client services, e-signature, text messaging, self-service certificates, websites, an insured mobile app, HawkLink and a Rater page.
Who owns HawkSoft, and who leads it?
HawkSoft's mergers page says: "HawkSoft is privately-owned by the same family that founded it in 1995," and describes an "open promise to remain independent." The same page names Paul Hawkins as CEO and co-founder. The pages read mention no investors or acquisitions of HawkSoft. That is HawkSoft's statement about itself, not an independent check.
Two cautions. HawkSoft's About page team section shows placeholder-style names and filler text, so this page takes leadership only from the mergers page. And no headquarters address appears on the pages read (an Oregon workplace award is mentioned, which does not state where HawkSoft is based), so this page gives none. HawkSoft also says it "powers thousands of agencies" and lists an "average agency retention rate" of 18 years; both are vendor claims with no count or method.
How to read HawkSoft's partner ecosystem: five different relationships
HawkSoft's partners page mixes very different things under one heading. This page labels each relationship by what HawkSoft's wording supports, because "integration" is the wrong word for most of the list. The labels are QuoteSweep's classification of HawkSoft's wording.
| Label | What HawkSoft's pages support | Examples (partners page unless noted) |
|---|---|---|
| Native product | Built by HawkSoft and included in the subscription | HawkLink (Chrome and Edge extension, "included in your HawkSoft subscription"); Agent Portal (from HawkSoft's home and Agent Portal pages, not the partners page) |
| Partner integration | HawkSoft tags it one-way, two-way or "two-way API integrated" | One-way: EZLynx, AccuAgency. Two-way: ITC TurboRater by Zywave, PL Rating by Vertafore, QuoteRush, Evolution by Capital Software, Agency Computer Systems (ACS-2000). Two-way API: AgencyZoom, InsuredMine, Sonant, ePayPolicy, Gail, PolicyLift. Bold Penguin has no tag on the partners index; its dedicated page describes a one-way sync |
| Marketplace listing | Offered through the HawkSoft Marketplace | Gail: "Sign up through the HawkSoft Marketplace and enjoy a 25% discount on your first month of service" |
| Discount relationship | A price offer for HawkSoft agencies; HawkSoft tags no integration | QuickBooks Online (preferred rates on QBO subscriptions), RingCentral (one-time credit for registering via HawkSoft), vipHomeLink (exclusive pricing), Premier Computer Consulting ("HUG Discounted Pricing"), Rhodian Group (special packaging and pricing) |
| External product | Listed with no integration tag | Canopy Connect and SALT (each describes sending data to HawkSoft in its own listing text); InsureZone (its HawkSoft page uses the words "API Partner" and says integrations are available, but states no direction and the index shows no tag); Formstack Sign, which agencies can sign up for through HawkSoft as "HawkSoft E-Signature" |
Some partners carry more than one label. Gail is tagged two-way API integrated, is offered through the marketplace and carries a first-month discount. PolicyLift is tagged two-way API integrated and offers 20% off the first year. A few listings are trials or demos, which are neither discounts nor integrations: ePayPolicy (free for 60 days), Canopy Connect (14-day free trial) and InsuredMine (free live demo).
One point worth stating plainly: QuickBooks Online is not a HawkSoft integration. HawkSoft's partners page says HawkSoft and Intuit are partners, "enabling us to provide preferred rates on QuickBooks Online (QBO) subscriptions," and that agencies buying through HawkSoft pay less than buying direct from Intuit. That is a discounted subscription bought through HawkSoft, not a data connection.
One more caveat from the HawkSoft 6 FAQ: HawkSoft says the cloud is required to keep using API integrations, and that Data Sync is required for features such as text messaging and API integrations. The partners page states no API access terms, fees or certification requirements, so ask HawkSoft before planning around a specific integration.
Does HawkSoft have a built-in rater?
The HawkSoft pages read describe no rater of its own. The Rater page says HawkSoft integrates with third-party raters and that HawkSoft "can share data from our management system" to them so client data is entered once. The AMS page says its Partner API lets agencies connect third-party insurtech companies "for rating."
The Rater page lists ten raters, all under personal lines. This table adds what the partners page says about each relationship, where it says anything.
| Rater (as named on HawkSoft's Rater page) | Lines shown | Relationship on the partners page |
|---|---|---|
| Agency Computer Systems | Auto, home | Two-way integration |
| Applied Rater | Auto, home | No label found |
| AccuAgency | Auto | One-way integration |
| Evolution by Capital Software | Auto, home | Two-way integration |
| EZLynx Rating Engine | Auto, home | One-way integration (EZLynx) |
| TurboRater | Auto, home | Two-way integration (ITC TurboRater by Zywave) |
| Quomation | Auto | No label found under that spelling; the partners page lists an untagged "Quotamation" |
| QuoteRUSH | Auto, home | Two-way integration |
| FSC Rater | Auto, home | No label found |
| PL Rating | Auto, home | Two-way integration (PL Rating by Vertafore) |
The Rater page shows no commercial lines and gives no carrier counts. Choose a rater by checking which carriers it covers in your states and whether your lines are on it.
What about commercial lines?
HawkSoft handles commercial policies: its AMS page covers personal and commercial lines policy management, and its Agent Portal shows hazards and scheduled and unscheduled items on commercial policies. Quoting is different: the ten raters on the Rater page are shown for personal lines. Several partner pages on HawkSoft's site describe commercial work. What follows is each partner's own description as it appears on HawkSoft's site, not an endorsement and not something QuoteSweep tested.
- Bold Penguin. The page describes a "one-way data sync" that pushes data from HawkSoft into Bold Penguin's Terminal, works with HawkSoft 5 and 6, and prefills dozens of data fields; Bold Penguin says it simplifies commercial insurance. See Bold Penguin alternatives for how an exchange differs from a rater.
- InsureZone. The page, which sits in a Quoting / Rating category, advertises "real-time rating for all commercial lines of business, including surplus lines" and says rating, policy download and AMS integrations are available. It states no integration direction, HawkSoft versions or carrier list, and HawkSoft's partners index shows no integration tag for it.
- Sembley. The page says Sembley helps commercial agencies with submissions and that the HawkSoft integration shares core commercial client details. It does not mention quoting, and says the integration is not a full data migration tool. The index tags it two-way API integrated.
- ReFocus AI. The page says it replaces raters with technology that works through broker portals, and can quote any carrier with an online portal, with MGA and E&S business planned. It names no line of business. The index tags it two-way API integrated.
- Gaya. The page describes entering data across carrier portals, rating systems and PDFs, with one-click sending of records from HawkSoft. It names no line of business. The index tags it two-way API integrated.
This page read those five partner pages, not every page on HawkSoft's partners index, so other partners may also describe commercial work. HawkSoft's pages name no agency size or commercial book it is best for, so this page does not either.
If you are on HawkSoft and need commercial quoting: what the pages show
QuoteSweep's reading of HawkSoft's pages, limited to what they state. The partner rows repeat what each partner says about itself on HawkSoft's site.
| Path | What the pages say | Limit to confirm with HawkSoft or the vendor |
|---|---|---|
| The ten raters on the Rater page | Data is shared from HawkSoft so client data is entered once | Shown as personal lines; the page shows no commercial lines |
| Bold Penguin Terminal | One-way sync from HawkSoft prefilling dozens of fields; Bold Penguin focuses on commercial insurance | The page describes no flow back into HawkSoft; confirm how a bound policy reaches the AMS |
| InsureZone | Partner page advertises real-time rating for all commercial lines of business, including surplus lines | No integration direction, HawkSoft versions or carrier list stated; confirm the integration with both vendors |
| Sembley | Commercial agency submissions; HawkSoft integration shares core commercial client details; tagged two-way API integrated | Quoting not mentioned; not a full data migration tool |
| ReFocus AI | Says it can quote any carrier with an online portal; tagged two-way API integrated | No line of business named; MGA and E&S business planned, not current |
| Gaya | Enters data across carrier portals, rating systems and PDFs; tagged two-way API integrated | No line of business named |
| HawkLink | Maps HawkSoft data into carrier and insurance websites; included in the subscription | A form-filling tool for individual carrier sites; carriers and lines not stated |
| A separate quoting tool outside HawkSoft | Not a HawkSoft relationship: HawkSoft is the record system, the tool runs before a policy exists | No live HawkSoft integration for QuoteSweep (it imports ACORD XML or CSV); the policy is entered into HawkSoft after binding |
This does not rank the options. Which one fits depends on your carriers, your states and whether you need the quote to flow back into HawkSoft.
How is HawkSoft deployed?
The AMS page describes a "native Windows app installed on your office PC or laptop" plus browser access to key data and features: client and policy data, tasks, analytics, trust accounting and commissions, carrier downloads and agency setup. The HawkSoft 6 FAQ says HawkSoft Cloud runs on Microsoft Azure, that HawkSoft 6 "is not a management system in a web browser," and that Mac users can run it with virtual machine hosting, with no plan for a native Mac app and support limited to the HawkSoft system rather than the Windows environment. The FAQ has no publication date.
How much does HawkSoft cost?
HawkSoft publishes a pricing model, not a price list, and two of its pages use different units. Both are stated here as written.
| HawkSoft page | Date | What it says |
|---|---|---|
| The True Cost of an AMS | 30 March 2026 | A monthly subscription with a base fee for the first user and a set fee for each additional user, no tiers, priced on concurrent users (users active at the same time). Setup depends on the number of users; a flat conversion fee applies per database. No dollar figures. |
| HawkSoft 6 FAQ | Undated (footer copyright 2026) | For agencies moving from local servers to HawkSoft 6, an example of a price rising by "$29/user to the $99/user retail price," with an increase capped at "up to $39/user/month." The 3-user minimum license requirement goes away. |
The guide speaks of concurrent users and the FAQ of per-user prices, and neither page reconciles the two. This page does not combine them into a monthly figure. Ask HawkSoft for a written quote that states the unit. Third-party listings quote other starting prices; they are not HawkSoft's and are not repeated here.
Terms, per HawkSoft's AMS page and pricing guide: no commitment beyond 30 days, no termination or exit fees, and no charge to take your data if you leave.
Who competes with HawkSoft?
Other agency management systems compete with HawkSoft. The descriptions below are each vendor's own, read on 9 November 2026.
| Competitor | Owner (per the vendor's pages) | How the vendor describes it | Rating |
|---|---|---|---|
| Applied Epic | Applied Systems | "typically 10 to 500+ staff" multi-line agencies; Applied says smaller or single-line personal lines agencies focused on quoting speed are usually a better fit for EZLynx | Epic page describes rating auto, home and umbrella from one entry of client details |
| EZLynx | Applied Systems (Applied's release dated 9 March 2021 says the companies closed their previously announced agreement to acquire EZLynx; the EZLynx site carries an Applied copyright notice) | An all-in-one AMS plus the EZLynx Rating Engine, a comparative rater | Own rating engine; also listed on HawkSoft's Rater page |
| AMS360 | Vertafore | Connects people, processes and data in one management system, with billing, general ledger and commission splits | The AMS360 page describes no rater; Vertafore's site menu, seen on its QQCatalyst page, lists PL Rating and Commercial Submissions under "Rating, Quoting & Connectivity" |
| QQCatalyst | Vertafore | "The top agency management system for growing independent agencies" (Vertafore's claim) | The QQCatalyst page features PL Rating, which Vertafore calls "the leading real-time personal lines insurance comparative rater," among its integrated tools, and lists a QQCatalyst and PL Rating data sheet |
Comparison and ownership pages: HawkSoft vs Applied Epic, Applied Epic vs EZLynx, AMS360 vs EZLynx and the six-system 2026 AMS comparison, which includes QQCatalyst. For the companies behind these products, see Applied Systems and Vertafore. For the definition, see agency management system.
What should a HawkSoft agency ask before buying?
QuoteSweep inference, drawn from the gaps above rather than from HawkSoft's pages:
| Question | What HawkSoft's pages give you | What to get in writing |
|---|---|---|
| Which rater covers my states and lines? | Ten raters shown as personal lines, no carrier counts | The rater's own carrier list for your states |
| Is this partner an integration, a discount or just a listing? | Labels on the partners page, where HawkSoft gives them | The direction of data flow and what fields move |
| What will I pay per month? | A model (concurrent users) and a per-user example | A quote that names the unit, setup fee and conversion fee |
| Which commercial quoting tools write back to HawkSoft? | Bold Penguin one-way; InsureZone states no direction; Sembley, ReFocus AI and Gaya tagged two-way API integrated | Direction and fields for every commercial partner you plan to use |
| Do I need the cloud? | HawkSoft says API integrations require it | Confirmation for your planned integrations |
| Do my Mac users need a Windows environment? | Yes, per the HawkSoft 6 FAQ | Who supports it |
Where does QuoteSweep fit next to HawkSoft?
QuoteSweep is not an AMS and does not replace HawkSoft. It works at the commercial quoting stage, before a policy exists: an agent enters one risk, QuoteSweep's AI web agents enter it into carrier portals, and quotes come back for comparison. QuoteSweep tracks appetite and product data for more than 540 commercial carriers and has quoting automation built for 25 of them. Agents can submit quotes for eight commercial lines (QuoteSweep product fact definitions).
QuoteSweep works alongside HawkSoft and other systems by importing client data in ACORD XML or CSV format. There is no live direct HawkSoft integration; direct AMS integrations are on the near-term roadmap. After a quote is selected and bound, the policy goes into HawkSoft for servicing. See AMS-agnostic commercial quoting and the best commercial comparative raters.
To have QuoteSweep's AI web agents enter a risk into carrier portals for you, join the private beta. QuoteSweep does not integrate with HawkSoft today.
Frequently Asked Questions
Does HawkSoft have a built-in rater?
The HawkSoft pages read do not describe one. Its Rater page lists ten third-party raters, all shown for personal lines, and its AMS page says its Partner API lets agencies connect third-party tools for rating. Applied Rater and the EZLynx Rating Engine are among the ten.
Does HawkSoft integrate with QuickBooks Online?
HawkSoft does not describe QuickBooks Online as an integration. Its partners page says HawkSoft and Intuit are partners that provide preferred rates on QuickBooks Online subscriptions bought through HawkSoft. That is a discount relationship.
Does HawkSoft work with EZLynx?
HawkSoft lists a one-way integration with EZLynx, with policy data bridged from HawkSoft to EZLynx, and lists the EZLynx Rating Engine on its Rater page. EZLynx is owned by Applied Systems, whose release dated 9 March 2021 says the companies closed their previously announced acquisition agreement.
Who owns HawkSoft?
HawkSoft says it is privately owned by the same family that founded it in 1995, and names Paul Hawkins as CEO and co-founder on its mergers page. That is HawkSoft's own statement; no investor or acquirer is named on the pages read.
How much does HawkSoft cost?
HawkSoft publishes no dollar price list. Its pricing guide of 30 March 2026 describes a base fee for the first user plus a set fee per additional user, billed on concurrent users with no tiers. The undated HawkSoft 6 FAQ quotes a $99/user retail price in a migration example. The two pages use different units, so get a written quote.
Does HawkSoft run on a Mac?
HawkSoft 6 is a Windows application. The HawkSoft 6 FAQ says Mac users can run it with virtual machine hosting, that HawkSoft has no current plan for a native Mac app, and that HawkSoft supports the HawkSoft system but not the user's Windows environment.
Is HawkSoft good for commercial lines?
HawkSoft manages commercial policies, and its Agent Portal shows hazards and scheduled and unscheduled items on them. The ten raters on its Rater page are shown for personal lines, so commercial quoting runs through partners. Bold Penguin, InsureZone and Sembley describe commercial work on HawkSoft's site, in their own words. HawkSoft's pages do not say which agency size or book it suits best.
How do I quote commercial lines if I use HawkSoft?
Options HawkSoft's partner pages describe: a one-way sync into Bold Penguin's Terminal; InsureZone, which advertises real-time rating for all commercial lines including surplus lines; Sembley for commercial submissions; and ReFocus AI or Gaya for portal and rater data entry, with no line named. A separate quoting tool also works because it runs before a policy exists. These are partner descriptions, not endorsements. Confirm lines, carriers and return flow with each vendor.
What are the alternatives to HawkSoft?
Applied Epic and EZLynx (both Applied Systems), and AMS360 and QQCatalyst (both Vertafore). See the comparison links above for dated, side-by-side detail.
What could not be verified
Not stated on HawkSoft's pages, so left out: headquarters, a current leadership team beyond the CEO named on the mergers page, agency counts, a dollar price list, the carrier count for each rater, the integration direction for InsureZone, and which lines ReFocus AI and Gaya cover. Only five partner pages (Bold Penguin, InsureZone, Sembley, ReFocus AI, Gaya) were read, so other partners may also describe commercial work. The HawkSoft 6 FAQ is undated. Applied's release gives the closing date of the EZLynx deal but not the date it was first announced.
Sources, read 9 November 2026
- HawkSoft: home page, About, mergers page, agency management system, Rater, Partners, Bold Penguin partner page, Agent Portal
- Pricing: The True Cost of an AMS (30 March 2026), HawkSoft 6 FAQ (undated)
- Competitors: Applied Epic, Applied's EZLynx acquisition release (9 March 2021), EZLynx, Vertafore AMS360, Vertafore QQCatalyst
- QuoteSweep figures: QuoteSweep product fact definitions; ACORD XML and CSV import statement from the QuoteSweep homepage FAQ.
