HawkSoft
HawkSoft is a management system for independent insurance agencies that provides automated workflows, document management, and client communication tools to help you grow your business and retain more customers.
Insly
Insly is a modular cloud-based insurance software designed to help brokers and managing general agents automate policy management, billing, and claims processing through a customizable low-code platform.
Quick Comparison
| Feature | HawkSoft | Insly |
|---|---|---|
| Website | hawksoft.com | insly.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✓ 0 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1995 | 2014 |
| Headquarters | Canby, USA | London, UK |
Overview
HawkSoft
HawkSoft is a comprehensive management platform designed specifically for independent insurance agencies to streamline their daily operations. You can manage the entire client lifecycle from a single interface, allowing you to move from quoting to policy issuance without re-entering data. The system centers around an action-menu design that mirrors how you actually work, ensuring you can document every client interaction automatically while staying organized.
You can eliminate manual paperwork by using the integrated document management and digital signature tools. The platform also helps you boost retention through automated renewal workflows and built-in text messaging capabilities. Whether you are a startup agency or a large multi-location firm, you can customize the workflows to match your specific office procedures and integrate with over 100 industry partners to expand your agency's capabilities.
Insly
Insly provides a flexible, modular platform that helps you digitize your entire insurance lifecycle. Whether you are a broker or a Managing General Agent (MGA), you can replace manual spreadsheets with an automated system that handles everything from initial quotes and policy issuance to complex claims and financial reporting. The software focuses on reducing administrative overhead so you can spend more time growing your book of business.
You can customize the platform using low-code tools to match your specific insurance products and workflows without needing a deep technical background. It centralizes your customer data, documents, and communication in one place, ensuring your team stays organized and compliant. By automating repetitive tasks like invoice generation and renewal reminders, you can significantly speed up your operations and improve the service experience for your policyholders.
Overview
HawkSoft Features
- Action Menu Workflow Navigate your entire management system using a consistent action menu that automatically documents every step of your client interactions.
- Auto-Documentation Ensure every phone call, email, and policy change is logged automatically to protect your agency against errors and omissions claims.
- Integrated Text Messaging Communicate with your clients via text directly from the management system and keep all conversations saved to the client file.
- Virtual Paperwork Drag and drop documents directly into client files and use built-in tools to mark up, redact, or combine PDF files.
- Automated Renewals Track upcoming policy renewals and automate outreach to your clients to ensure you never miss an opportunity to retain business.
- Reporting Suite Monitor your agency's health with pre-built reports that track production, retention rates, and employee performance in real-time.
Insly Features
- Policy Administration. Manage the full policy lifecycle including quotes, bind, issuance, and mid-term adjustments with automated document generation.
- Claims Management. Track claims from first notice of loss to final settlement while maintaining a complete audit trail of all actions.
- Automated Billing. Generate invoices automatically and track premium payments with built-in ledger tools to keep your finances accurate.
- Low-Code Product Builder. Launch new insurance products quickly by configuring your own data fields, rating engines, and document templates.
- Broker CRM. Organize your client interactions and store all policy-related documents in a centralized database for instant retrieval.
- Reporting and Analytics. Monitor your sales performance and loss ratios with real-time dashboards that help you make data-driven decisions.
Pricing Comparison
HawkSoft Pricing
Insly Pricing
Pros & Cons
HawkSoft
Pros
- Intuitive workflow design mirrors actual insurance office processes
- Exceptional customer support with high resolution rates
- Strong documentation features help reduce legal risks
- Extensive integration library with third-party insurance carriers
- Stable performance with very little system downtime
Cons
- Interface feels dated compared to newer web-based competitors
- Initial setup and data conversion can be time-consuming
- Mobile app functionality is limited compared to desktop
- Reporting customization has a slight learning curve
Insly
Pros
- Highly customizable to fit specific insurance niche products
- Intuitive interface that is easy for new staff to learn
- Excellent customer support during the initial implementation phase
- Centralizes all documents and communication in one searchable place
Cons
- Initial setup and configuration can be time-consuming
- Advanced reporting features may require a learning curve
- Pricing can be high for very small independent brokers