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Oct
18
Efficiencies: CL/PL Statuses, Renewals & Rewrites, Status Dates
October 18, 2021 @ 10:00 am - 11:00 am
Free
Speakers:
Ryan Reese,
Leo Daprile Jr.,
Room: Pacific D
Speaker Type: HawkSoft / Agent
HawkSoft has built some handy ways to keep track of policies across terms, and workflows to facilitate remarketing your clients’ risks. We’ll go over and discuss how and when to use certain statuses, when to change dates, and the expected workflows in HawkSoft CMS.
Ryan Reese
As a Product Owner it’s my job to understand needs of the agency, their customers, and HawkSoft- I then translate all of that so a developer can build valuable products. Working…
Leo Daprile Jr.
I was born and raised in Youngstown OH, and attended Youngstown State University after high school to major in Industrial Engineering. As a 3rd generation advisor…