BrokerageAudit
Agency Management Systems

brokerageaudit.com vs HawkSoft: Which is Best for Independent Brokers?

HawkSoft is a well-regarded agency management system built specifically for independent insurance agencies. Known for its ease of use and strong customer support, HawkSoft handles policy management, client data, and daily agency operations. BrokerageAudit complements HawkSoft by automating the document-heavy tasks that still require manual effort — extracting data from forms, tracking COI compliance, and managing submissions with AI.

Feature Comparison

FeatureUsHawkSoft
Policy Management
AI-Powered Document Extraction
Automated COI Tracking & Compliance
Intelligent Submission Intake
Client & Contact Management
ACORD Form Generation
Loss Run Analysis
Carrier Appetite Matching
Real-Time Compliance Alerts
Document Classification & Routing
Reporting & Dashboards
Cross-Sell & Upsell Recommendations
Ease of Use
API / Integration Support
YesPartialNo

Pricing Comparison

BrokerageAudit

Recommended

$499/mo

Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.

  • AI document extraction and processing
  • Automated COI compliance monitoring
  • Submission intake automation
  • Complements HawkSoft workflows

HawkSoft

Contact for pricing

Pricing based on number of users. Known for competitive pricing for independent agencies.

  • Full agency management system
  • Policy and client management
  • ACORD form generation
  • Excellent customer support

Who Each Is Best For

brokerageaudit.com is best for:

  • HawkSoft agencies needing AI-powered document processing
  • Teams manually entering data from ACORD forms and dec pages into HawkSoft
  • Agencies wanting automated COI compliance beyond HawkSoft's native tools
  • Commercial lines agencies processing high volumes of submissions

HawkSoft is best for:

  • Independent agencies needing a complete, easy-to-use AMS
  • Small to mid-size agencies wanting strong customer support
  • Agencies focused primarily on personal lines operations
  • Teams needing an affordable all-in-one management system

Switching from HawkSoft?

No switching needed. Add BrokerageAudit alongside HawkSoft to automate document processing. Connect via integration, and AI begins extracting data from your documents and feeding it into HawkSoft. Your team continues using HawkSoft for day-to-day operations while BrokerageAudit handles the automation layer.

Frequently Asked Questions

Ready to automate your backoffice?

Start your 30-day free trial today. No credit card required. See why hundreds of independent agencies chose brokerageaudit.com over HawkSoft.