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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

List of HawkSoft Agency Management Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
BRIQ Insurance Insurance 10 $1M United States HawkSoft HawkSoft Agency Management Agency Management 2011 n/a
In 2011, BRIQ Insurance implemented HawkSoft Agency Management for Agency Management to centralize policy administration and CRM processes. BRIQ Insurance returned to HawkSoft to regain fast customer support, intuitive workflows, and efficient policy documentation, improvements that the agency reported as enhancing daily operations and client retention. BRIQ Insurance uses HawkSoft Agency Management as the agency's central management system to handle policy lifecycle tasks, CRM workflows, and policy documentation. The agency also adopted HawkSoft Agency Intelligence reporting capabilities to provide operational reporting and support retention-focused activities. Governance and process changes focused on standardizing documentation workflows and centralizing client communications across the small Parker Colorado office to improve response times and policy servicing consistency.
Cornerstone Agency Services United States Insurance 25 $8M United States HawkSoft HawkSoft Agency Management Agency Management 2017 n/a
In 2017, Cornerstone Agency Services implemented HawkSoft Agency Management. The HawkSoft Agency Management deployment is used for policy administration, activity logging, and analytics across their Northeast operations, supporting the agency's personal and commercial lines workflows. Configuration focused on policy administration modules and activity audit logging, and the agency also leverages Agency Intelligence for KPI reporting as part of its Agency Management footprint. The implementation centralized routine policy tasks and standardized activity records to improve operational clarity for underwriting and account servicing functions. Operational scope covered personal and commercial lines across Cornerstone's Northeast operations, with the system used by underwriting, account management, and administrative staff. Governance emphasized standardized workflows and consistent activity logging to reduce staff friction and restore efficient processing in core lines of business. The deployment positioned HawkSoft Agency Management as the core system for policy lifecycle and reporting, enabling ongoing analytics and KPI visibility through Agency Intelligence. Documentation and process alignment accompanied the rollout to keep workflow designs aligned with day to day agency operations.
Ritter Insurance Marketing Professional Services 250 $40M United States HawkSoft HawkSoft Agency Management Agency Management 2012 n/a
In 2012, Ritter Insurance Marketing implemented HawkSoft Agency Management. The implementation centralized policy issuance and claims intake workflows into HawkSoft Agency Management, positioning HawkSoft Agency Management as the firm’s Agency Management platform for policy administration and claims processing. The deployment targeted the company’s United States operations and core insurance services teams. Configuration emphasized the policy issuance module and claims entry workflows, with client account records, policy detail tracking, and document attachment capabilities configured to align with agency processes. Day to day operations documented issuing new policies with claims and inputting in Hawksoft system, indicating staff used the HawkSoft Agency Management interface to create policy records and record claims activity. Role based access controls and standardized data entry fields were applied to maintain consistent policy and claims records across users. Operational coverage included policy administration, claims handling, customer service, and sales support teams, and process governance was adjusted to standardize issuance and claims intake procedures. Training and staged rollout approaches were used to onboard users and embed HawkSoft Agency Management into daily operations, with configuration controls focused on auditability and data integrity. No external system integrations were specified in the source notes.
Insurance 10 $1M United States HawkSoft HawkSoft Agency Management Agency Management 2007 n/a
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Buyer Intent: Companies Evaluating HawkSoft Agency Management

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FAQ - APPS RUN THE WORLD HawkSoft Agency Management Coverage

HawkSoft Agency Management is a Agency Management solution from HawkSoft.

Companies worldwide use HawkSoft Agency Management, from small firms to large enterprises across 21+ industries.

Organizations such as Ritter Insurance Marketing, Cornerstone Agency Services United States, Select Insurance Services and BRIQ Insurance are recorded users of HawkSoft Agency Management for Agency Management.

Companies using HawkSoft Agency Management are most concentrated in Professional Services and Insurance, with adoption spanning over 21 industries.

Companies using HawkSoft Agency Management are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of HawkSoft Agency Management across Americas, EMEA, and APAC.

Companies using HawkSoft Agency Management range from small businesses with 0-100 employees - 75%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of HawkSoft Agency Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified HawkSoft Agency Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Agency Management.