Kristen Albright
Independent Insurance Agent · 1-10
1 review written · 4.0 average
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Reviews by Kristen Albright
★★★★★
Reporting is where HawkSoft actually won me over. Running a solo book of business means I live and die by knowing which policies are renewing, which clients are lapsing, and where my revenue is sitting at any given moment. The built-in reports inside CMS pull that data cleanly, and I can filter by line of business without wrestling a spreadsheet into shape. After roughly a year of daily use, I genuinely don't miss the patchwork of manual tracking I was doing before. The dashboard isn't flashy, but it's accurate and fast, which matters more to me.
My one real frustration is customization. A few of the canned reports are close to what I need but not quite right, and there's no obvious way to tweak the column layout or add a calculated field without requesting something through support. That's a time sink when you're the only person in the office. Customer service has been responsive, so it's not a dead end, just slower than it should be for something this fundamental.
