List of HawkSoft Agency Management Customers
Canby, 97013, OR,
United States
Since 2010, our global team of researchers has been studying HawkSoft Agency Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased HawkSoft Agency Management for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using HawkSoft Agency Management for Agency Management include: Ritter Insurance Marketing, a United States based Professional Services organisation with 250 employees and revenues of $40.0 million, Cornerstone Agency Services United States, a United States based Insurance organisation with 25 employees and revenues of $8.0 million, Select Insurance Services, a United States based Insurance organisation with 10 employees and revenues of $1.0 million, BRIQ Insurance, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using HawkSoft Agency Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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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.
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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.
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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.
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Select Insurance Services | Insurance | 10 | $1M | United States | HawkSoft | HawkSoft Agency Management | Agency Management | 2007 | n/a |
Select Insurance Services implemented HawkSoft Agency Management in 2007 to streamline producer, CSR, and bookkeeping workflows for personal and commercial lines. The deployment of HawkSoft Agency Management supports core policy administration and CRM-type activities for the North Royalton, Ohio agency, enabling the small firm to handle over $2.6M in annual premiums while serving producers, customer service representatives, and bookkeeping functions.
Configuration appears focused on standard Agency Management capabilities, with policy record management, contact and activity tracking, and transaction workflows supporting endorsements, renewals, and premium accounting. It is reasonable to infer the agency leverages HawkSoft reporting and Agent Portal features to enable remote access for producers and to provide basic agency analytics, aligning with common Agency Management functional modules.
Operational coverage centers on producer desks, CSR operations, and bookkeeping rather than enterprise IT services, reflecting the agency size and staffing model. No external system integrators or third party integrations are specified, so governance and process changes are likely internal, driven by day to day agency workflows and HawkSoft configuration choices.
Overall the HawkSoft Agency Management implementation at Select Insurance Services centralizes policy administration and client relationship workflows, supports remote producer access through portal and reporting capabilities, and underpins the agency operational model that processes the stated premium volume.
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