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Oct 18

Office Manager Best Practices – What Works, What Doesn’t (75 min)

October 18, 2021 @ 3:15 pm - 4:30 pm

Free

Speakers: Kelly Endicott

Room: Palm 8

Speaker Type: Agent

How do you use HawkSoft in Management?

  • Reports
    • Suspense
    • Activity
    • Workload
    • Compensation
    • Xsell / Upsell
  • Shortcuts to help with workflows
    • Templates
    • Shortcut Keys
    • The Website icon set up / mapping
    • Download configuration
    • External tools
  • Vendor Files
  • Employee files
  • Carrier files
  • Marketing
  • Misc – all the other hats — Q&A

 

Kelly Endicott

I started in the insurance industry in 1984 as a CSR. I’ve worked with same agency throughout my career and am now an owner. I’m a Mother of 3 boys, an avid sports fan…

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Details

Date:
October 18, 2021
Time:
3:15 pm - 4:30 pm
Cost:
Free
Event Categories:
,

Venue

Online

Organizer

HUG