Insurance · head to head
HawkSoft vs InsuredMine

InsuredMine
Insurance
Sales pipeline and client engagement layer that sits on top of an agency management system
- From
- On request
- Rated
- -
The short version
- Each has a real cost: HawkSoft no pricing published on website; customers must contact sales; InsuredMine integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
- They diverge on capability: HawkSoft covers Policy management, InsuredMine covers Agency management system sync.
- Prices and features above were last checked on 31 August 2026.
Where they differ
Only the attributes on which HawkSoft and InsuredMine actually diverge.
| Attribute | HawkSoft | InsuredMine |
|---|---|---|
| Starting price | $199/month | On request |
| Pricing model | subscription | quote |
| Platforms | Windows, Web | Web, iOS, Android |
| Founded | 1995 | Unknown |
Identical on both: free tier (No), user rating (Not yet rated), category (Insurance).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in HawkSoft
- Policy management
- Client database
- Document management
- Integrated accounting
- Commission tracking
- Email integration
- Task management
- Reporting
Only in InsuredMine
- Agency management system sync
- Sales pipelines
- Automated campaigns
- Client portal and mobile app
- Renewal and X-date tracking
- Producer analytics
What people use each for
The jobs each tool is most often brought in to do.
HawkSoft
- Agency managementnot InsuredMine
- Policy servicingnot InsuredMine
- Client managementnot InsuredMine
- Accountingnot InsuredMine
- Commission trackingnot InsuredMine
InsuredMine
- An agency tracking new business pipeline and cross-sell that the agency management system does not report onnot HawkSoft
- A commercial agency managing prospect expiry dates alongside the in-force booknot HawkSoft
- An agency running renewal and birthday campaigns without exporting lists to a separate email toolnot HawkSoft
- A principal who wants producer activity reporting the agency management system cannot producenot HawkSoft
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
HawkSoft
- No pricing published on website; customers must contact sales
InsuredMine
- Integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
- It adds a second place where client data lives, and when the sync disagrees with the agency management system staff have to know which one to trust.
- It cannot repair poor data hygiene in the underlying system; duplicate clients and missing expiry dates simply propagate into the pipeline.
- Pricing is per user, so agencies with many part-time or service-only staff pay for seats that generate no pipeline activity.
- It depends on continued integration access to systems built by Applied and Vertafore, both of whom sell competing sales and marketing modules, which is a strategic dependency outside the vendor control.
Pricing, plan by plan
HawkSoft
$199/month- HawkSoft CMS$199/month
- Policy management
- Client management
- Document storage
- HawkSoft Plus$349/month
- All CMS features
- Integrated accounting
- Commission tracking
InsuredMine
On request- InsuredMine$undefined/year
- Pipeline and CRM
- Agency management system integration
- Campaign automation
Which should you pick?
Choose HawkSoft if
- You need policy management.
- You work on Windows, Web.
- You also want client database.
Choose InsuredMine if
- You need agency management system sync.
- You work on Web, iOS, Android.
- You also want sales pipelines.
Questions people ask
- Is HawkSoft or InsuredMine better?
- Neither clearly leads. HawkSoft starts at $199/month and InsuredMine at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, HawkSoft or InsuredMine?
- HawkSoft starts at $199/month and InsuredMine at On request.
- Does HawkSoft or InsuredMine run on more platforms?
- HawkSoft runs on Windows, Web. InsuredMine runs on Web, iOS, Android.
- What is HawkSoft best used for?
- HawkSoft is most often used for agency management, policy servicing, client management, accounting. Of those, agency management and policy servicing are not what InsuredMine is typically brought in for.
- What can HawkSoft do that InsuredMine cannot?
- HawkSoft covers Policy management, Client database, Document management, Integrated accounting. InsuredMine covers Agency management system sync, Sales pipelines, Automated campaigns, Client portal and mobile app.
Answered from the vendors’ own pages
HawkSoft: How much does HawkSoft cost?
HawkSoft does not publish pricing on its website. Prospective customers must contact the sales team at (866) 884-4680 (Option 4) or [email protected] to obtain a quote.
SourceInsuredMine: Does it replace our agency management system?
No, and it does not try to. Policy history and carrier download stay in the agency management system; InsuredMine adds the sales and engagement layer on top.
InsuredMine: Which agency management systems does it work with best?
It connects to Applied Epic, AMS360, EZLynx and HawkSoft, but the depth of each connection differs. Insist on a trial against your own system before committing.
InsuredMine: Is it worth it for a small agency?
If pipeline and renewal follow-up currently live in spreadsheets, usually yes. If your agency management system already reports adequately on those, the overlap is larger than the gain.
Related pages
More on InsuredMine
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