SteadyOps
HawkSoft Alternative for Small Independent Agencies
HawkSoft is a respected AMS with decades of history and a loyal user base. SteadyOps is a different approach for 1-5 producer agencies who need CRM, AI voice, and marketing more than a full AMS.
Where HawkSoft fits
HawkSoft is a long-standing agency management system with a strong reputation for customer support and mid-market AMS features. It's a good fit for agencies that run full-service P&C books with several office staff and have the volume to justify AMS-grade policy management.
- ✗Base fee of $250/mo plus approximately $94 per concurrent user
- ✗No minimum contracts, no early-termination fees, no data-extraction fees
- ✗Strong customer support and a well-established user community
- ✗Full AMS functionality: ACORD forms, carrier downloads, endorsements, certificates
- ✗Cost scales with users — a 5-user agency runs around $720/mo
Where SteadyOps is different
SteadyOps is designed for the solo producer or small agency who spends more time on acquisition and marketing than on policy servicing. Instead of AMS depth, we invest in AI — voice answering, copilot, automated follow-up — and we bundle CRM, marketing, and proposals into one flat price.
- ✓$79/mo flat for up to 3 producers — no per-seat scaling
- ✓AI Voice Agent answers calls 24/7, qualifies, and books into your calendar
- ✓AI Copilot drafts quotes, renewal reminders, and client emails from plain English
- ✓Built-in e-sign proposals, SMS/email marketing, and client portal
- ✓Trade-off: SteadyOps is not a full AMS — no ACORD form production or carrier downloads
What Makes SteadyOps Different
AI That Actually Works for You
AI Voice Agent
24/7 call answering, qualifying, and appointment booking — not available in HawkSoft or most traditional AMS platforms.
Flat Pricing
$79-349/mo for your whole team — no per-user fees. A 5-producer agency on Growth tier saves roughly $570/mo versus HawkSoft's per-user model.
AI Copilot
Your entire business by plain-English prompt: 'Email the Garcias their renewal summary' or 'Show me overdue proposals.'
Insurance Vertical Configuration
Onboarding seeds insurance pipelines, X-date workflows, renewal cadences, and voice scripts — no consultant needed.
Marketing + Proposals + CRM in One
Drip campaigns, e-sign proposals, review requests, and a branded client portal — all in the platform.
Try Free Tools First
24 free tools at steadyops.io/free let you evaluate the platform's UX before you ever create an account.
Frequently Asked Questions
Is SteadyOps a drop-in replacement for HawkSoft?
No — and we want to be honest about that. HawkSoft is a full agency management system with ACORD production, carrier downloads, and policy-level accounting. SteadyOps is CRM + AI + marketing, not a full AMS. We're a fit for small or new agencies that manage policies through carrier portals and want AI-driven acquisition and servicing.
Can I run SteadyOps and HawkSoft side-by-side?
Yes — some agencies keep HawkSoft for back-office AMS work and use SteadyOps for the CRM, voice, and marketing layer, especially if they want AI voice answering that HawkSoft doesn't offer.
What's the cost difference at 5 producers?
HawkSoft: approximately $250 base + $94 × 5 = $720/mo. SteadyOps Growth: $149 flat for up to 10 producers. Savings are real, but you trade AMS depth for AI and marketing features.
Does SteadyOps support commercial lines agencies?
Yes — the insurance template covers P&C commercial, P&C personal, life, and benefits pipelines. Complex commercial with heavy certificate tracking is better served with a full AMS paired alongside.
Ready to let AI run your back office?
Plans from $79/mo. Cancel anytime. Set up in minutes.
See Pricing