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Insurance · head to head

HawkSoft vs Policyholders

HawkSoft logo

HawkSoft

Insurance

Agency management made simple

From
$199/month
Rated
-
Full reviewWebsite
P

Policyholders

Insurance

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: HawkSoft covers Client database, Policyholders covers Client management.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which HawkSoft and Policyholders actually diverge.

Attributes where HawkSoft and Policyholders differ
AttributeHawkSoftPolicyholders
Starting price$199/month$99/month
PlatformsWindows, WebWeb, Ios, Android
Founded19952010

Identical on both: pricing model (subscription), 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

  • Client database
  • Document management
  • Integrated accounting
  • Email integration
  • Reporting
  • EZLynx
  • TurboRater
  • DocuSign

Only in Policyholders

  • Client management
  • Document storage
  • Calendar integration
  • Reporting and analytics
  • Mobile app
  • Carrier APIs
  • Google Workspace
  • SOC2

Both cover

  • Policy management
  • Commission tracking
  • Task management
  • IVANS
  • Outlook
  • QuickBooks
  • Role-based access
  • Cloud deployment

What people use each for

The jobs each tool is most often brought in to do.

HawkSoft

  • Agency managementnot Policyholders
  • Policy servicingnot Policyholders
  • Client management
  • Accountingnot Policyholders
  • Commission tracking

Policyholders

  • Policy administrationnot HawkSoft
  • Client management
  • Commission tracking
  • Agency operationsnot HawkSoft

Both are used for client management, commission tracking, on those jobs the choice comes down to price and fit rather than capability.

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

Policyholders

Nothing recorded yet. See the Policyholders review.

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

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Which should you pick?

Choose HawkSoft if

  • You need client database.
  • You work on Windows, Web.
  • You also want document management.
HawkSoft review

Choose Policyholders if

  • You need client management.
  • You work on Web, Ios, Android.
  • You also want document storage.
Policyholders review

Questions people ask

Is HawkSoft or Policyholders better?
Neither clearly leads. HawkSoft starts at $199/month and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, HawkSoft or Policyholders?
HawkSoft starts at $199/month and Policyholders at $99/month.
Does HawkSoft or Policyholders run on more platforms?
HawkSoft runs on Windows, Web. Policyholders 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 Policyholders is typically brought in for.
What can HawkSoft do that Policyholders cannot?
HawkSoft covers Client database, Document management, Integrated accounting, Email integration. Policyholders covers Client management, Document storage, Calendar integration, Reporting and analytics. Both handle Policy management, Commission tracking, Task management, IVANS.

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.

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