Visit HUG Lab
Visit the HUG Lab The lab will accept drop-in appointments but you can schedule specific time at the lab here.
Snippet: Pencil Tool (15 min)
Speaker: Claudia McClain and Rodney Cook Room: Palm 7 Speaker Type: Agent
General Session – State of Us
Speakers: Paul Hawkins, Sean Hawkins, Room: Pacific A Speaker Type: HawkSoft In addition to the work done to complete HawkSoft Cloud and HawkSoft 6, what…
Break
15Â minute break
Visit HUG Lab
Visit the HUG Lab The lab will accept drop-in appointments but you can schedule specific time at the lab here.
Database Cleanup Part 3 – Intermediate Level
OnlineSpeakers: Stephen Harrington Room: Sunset 1-3 Speaker Type: Agent Session 3: Intermediate Maintenance. Here we will learn to review data by utilizing Advanced Reports. Using…
Sneak Peek of Cloud Accounting with HawkSoft
OnlineSpeakers: Ken Scheel, Britnee Blanco, Room: Palm 8 Speaker Type: HawkSoft See what has been going on in HawkSoft R&D as we take a peek…
Business Intelligence: Sales & Retention (Sales Pipeline)
OnlineSpeakers: Michael Ley, Ryan Reese, Room: Palm 4-6 Speaker Type: Agent / HawkSoft It costs less to retain a client than it does to attract…
Employee Benefits inside HawkSoft
OnlineSpeakers: Michael Crain, LUTCF Room: Pacific E Speaker Type: Agent We will discuss how you can use Hawksoft to store more than just your policy…
Using HawkSoft for Farms
OnlineSpeakers:Â Jeff Joseph, Audra Yamin, Room: Pacific D Speaker Type: Agent How to use the Ag Module in Hawksoft to manage the details of farm…
Agency Data Theft and Intellectual Property
OnlineSpeakers: Mike Stansbury Room: Palm 1-3 Speaker Type: Partner An open discussion with agency owners on the current status of the relationships with carriers and…
Certificates 101 & Best Practices
Speakers: Dawn Box, Noemi G. Rodriguez, Room: Pacific C Speaker Type: Agent / HawkSoft Issuing certificates can be as easy as waving your wand if…
Visit HUG Lab
Visit the HUG Lab The lab will accept drop-in appointments but you can schedule specific time at the lab here.
Trust Accounting
Speakers: Sarah Blanco Room:Â Palm 8 Speaker Type: HawkSoft Accounting -Trust Accounting I have been a HawkSoft employee for 3+ years, starting out as a…
Why Data Matters to Agents
OnlineSpeakers: Raution Jaiswal Room: Pacific D Speaker Type: Partner In this presentation we will talk about what data is important for operational efficiencies and growth,…
Insurance Technology – A Customer’s Journey
OnlineSpeakers: Billy R Williams Ph.D. Room: Palm 4-6 Speaker Type: Industry Friend All tasks, tools, and people are part of the agency staff. Keeping things…
Top Automations Every Agency Should Use
OnlineSpeakers: Dave Morton, Joel Zwicker, Room: Sunset 1-3 Speaker Type: Partner Every agency must complete repetitive tasks to keep their business running—but executing them manually…
All About Templates – Demo & Discussion/Future of Templates
OnlineSpeakers: Jennifer Thompson, Room: Palm 1-3 Speaker Type: HUG/Agent Learn how to create your own email and letter templates from scratch or borrow templates from…
Best Practices for Building Better Agencies
OnlineSpeakers: Loretta Morris Room: Pacific E Speaker Type: Partner <Description> <Speaker Bio - 3 lines max > Learn More
8 Must-Have Features for Insurance Agency Websites
OnlineSpeakers: Jeff Teschke Room: Pacific C Speaker Type: Partner Is your website working for you or is it just existing? It’s no longer enough to…
Visit HUG Lab
Visit the HUG Lab The lab will accept drop-in appointments but you can schedule specific time at the lab here.
Visit HUG Lab
Visit the HUG Lab The lab will accept drop-in appointments but you can schedule specific time at the lab here.
Snippet: Linking & Appending Logs (15 min)
Speaker:Â Gary Paulson Room: Palm 7 Speaker Type: Agent
Database Cleanup Part 4 – Advanced Level
OnlineSpeakers: Stephen Harrington Room: Sunset 1-3 Speaker Type: Agent Session 4: Advanced Maintenance. This session is to review even more advanced concepts. After a quick…
API – Integration with HawkSoft: How to Bring Vendors on Board
OnlineSpeakers: Kenneth Hendricks Room: Palm 1-3Â Speaker Type: HawkSoft HawkSoft's Director of Partner Integrations, Kenny Hendricks, will provide an overview of HawkSoft's strategies for integrating…
The Digital Office in 2021 – Going Paperless and Taking Your Insureds Paperless With You
OnlineSpeakers: Leo Daprile Jr. Room: Pacific D Speaker Type: Agent <Description> I was born and raised in Youngstown OH, and attended Youngstown State University…
Modernizing Your Agency Customer Experience
Speakers: Nate Tall Room: Pacific E Speaker Type: Partner <Description> Father of 3 wonderful kids, Sports enthusiast, and tech industry expert. Spent time at…
Tuning up the Gear / Client Screen and Personal Preferences, Office & User Permissions (75 min)
OnlineSpeakers: Mathew Brauer Room: Palm 8 Speaker Type: HawkSoft Come see how you can fine tune HawkSoft to support multiple locations, agencies, and various user…
Agency Intelligence (AI) Reporting (90 min)
OnlineSpeakers: Sean Hawkins Room: Palm 4-6 Speaker Type: HawkSoft Learn about Key Performance Indicators that your agency can gather to improve efficiency, learn about your…
Visit HUG Lab
Visit the HUG Lab The lab will accept drop-in appointments but you can schedule specific time at the lab here.
Solution Circle – Marketing
Speaker: Cristi Werth & Kenny Hendricks Location: Outdoors Join Online Discussion
Solution Circle – Office Manager
Speaker: Patti Hicks Location: Outdoors Join Online Discussion
Solution Circle – Working Remotely
Speaker: Laura Hicks Location: Outdoors Join Online Discussion
Solution Circle – Onboarding Staff
Speaker: Bill Quickel Location: Outdoors Join Online Discussion
Solution Circle – Virtual Assistants
Speaker: Mike Tonsetic Location: Outdoors Join Online Discussion
Solution Circle – Perpetuation Planning
Speaker: Claudia McClain Location: Outdoors Join Online Discussion
Solution Circle – Big Ideas, Little Dollars
Speaker: Leo Daprile Location: Outdoors Join Online Discussion
Visit HUG Lab
Visit the HUG Lab The lab will accept drop-in appointments but you can schedule specific time at the lab here.