A HawkSoft alternative for the sales side of your agency
HawkSoft describes itself as an agency management system created by independent agents. Insurance CRM is a CRM for the sales floor: phones, texts, quotes and follow-up on one contact. Here's how they differ.
What HawkSoft says it does
From its own website, checked November 7, 2026.
- Describes itself as an agency management system, created by independent agents.
- Says it is independently owned and answerable to the agencies that use it.
- Lists accounting and managed accounting, an agency intelligence reporting suite, a browser-based agent portal and API integrations.
- Also lists automated communications, text messaging, e-signature, a rater, self-service certificates, an insured mobile app and websites.
- Includes retention alerts, lead management categories, and cross-sell and upsell reports.
What Insurance CRM includes
Every feature here is in the app today.
- A VoIP phone system built in: a browser phone that rings every agent at once, plus desk phones and an iPhone app on your agency numbers
- Drag-and-drop call parking, warm and cold transfers, call recording, transcribed voicemail and branded caller ID
- Two-way texting with A2P 10DLC registration done inside the app, and email from the contact
- Automatic Progressive and National General quotes, with the premiums on the contact
- Policies pulled from those carriers, renewals and cancellations flagged, ID cards, certificates of insurance and e-signatures
- Sales recorded from the carrier's data, with reports by producer, carrier and line
- AI voice, text and email agents that answer, follow up and book callbacks on the schedule you set
- Starting at $199/month, with a live demo you can open without signing up
Where HawkSoft is the stronger choice
HawkSoft is an agency management system with accounting and managed accounting on its product list. If you need the agency's book of record and its accounting in one place, that's what an agency management system is for. Insurance CRM isn't one.
Where Insurance CRM is different
Insurance CRM puts the phone system inside the CRM: a browser phone that rings every agent at once, desk phones and an iPhone app on your agency numbers, call parking, transfers, recording and transcribed voicemail. Progressive and National General quotes run on their own, and AI agents answer when your team can't. See the AI agents for insurance agencies.
Running both
Many agencies keep an agency management system as the book of record and add a CRM for leads, calls and follow-up. Read insurance CRM vs. agency management system to work out which your agency needs.
FAQ
Questions agencies ask
- Should I replace HawkSoft with Insurance CRM?
- Not necessarily. HawkSoft is an agency management system with accounting; Insurance CRM is a CRM for calls, texts, quotes and sales. Agencies that rely on their agency management system's accounting usually keep it.
- Does Insurance CRM connect to HawkSoft?
- No. There's no connection between Insurance CRM and HawkSoft today. You can import your contacts into Insurance CRM from a spreadsheet, and policy data from Progressive and National General is pulled in from the carriers.
- How much does Insurance CRM cost?
- Starting at $199/month. You can open the live demo and explore a sample agency without signing up.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.
Sources
What this page says about other companies comes from their own websites, checked November 7, 2026. Features and prices change, so confirm anything important with them. Product names are trademarks of their owners.
- HawkSoft: https://www.hawksoft.com/