2017 HawkSoft User Group National Conference

This page contains materials presented at the 2017 National Conference held in Sandusky, OH on May 10 & 11, 2017.

Conference Materials

Getting the Most out of your Conference Experience
Welcome Letter
Speakers and Presenters
2017 HUG Conference Power Point

SAVE THE DATE – 2018 Hawk Soft User Group National Conference

Attendee Contributed Materials
Videos by Bill Quickel – click on each video to watch.  They appear on the following order:
– Tips & Tricks,  Tips & Tricks Continued
– Personal Lines Workflow
– Staying In Touch,  Staying In Touch Continued,  Last 4 minutes
– Commercial Lines Workflow,  Commercial Lines Workflow Continue

HawkSoft Conference Tips by Dirk Zeigler
– Click the link to get to the shares Files in our Facebook group.
– Click on the ellipse button on the far right next to HawkSoft Conference Tips.docx
– Select Download to open the document on your computer

Presentation Power Points, Outlines, Videos, Sample Documents
Risk Management Meets Consumer Expectations in the Digital Age and E & O and Social Media – Mark Reilly

Lunch Presentation – Paul and Sean Hawkins
– Video on Facebook,   Power Point

Keynote Speaker – Jason Cass
Keynote Speech video on YouTube,   Grow Referral Outline,   Grow Lab Registration,   Jason’s Podcast,   Grow Program website

Staying in Touch – Cindy Steinbach & Christina Bernard
Power Point,   Sample Documents from Christina Bernard,   Sample Documents from Cindy Steinbach,   Digital Marketing service used by Cindy Steinbach

Commercial Lines Workflow #1 – Tiffany Brown
Participant Guide,  Power Point

Commercial Lines Workflow Continued – Tiffany Brown
Participant Guide,  Power Point

Commercial Lines Tips & Tricks – Tiffany Brown
Power Point,  Sample Commercial Proposal from Cindy Steinbach

HawkSoft: Helping You Help Yourself
Power Point

Tips & Tricks #1 – Log Notes – Linda Anderson
Class Outline

Tips & Tricks #2 – Email, Texting, Virtual Printer – Linda Anderson
Class Outline

Tips & Tricks #3 – Correspondence Templates & Batch Emails – Linda Anderson
Class Outline

Tips & Tricks #4 – Customizing the Toolbar – Linda Anderson
Class Outline

Tips & Tricks for the Manager, Admin or Owner – Linda Anderson
Class Outline




Thank you to the sponsors for supporting the 2017 HawkSoft User Group National Conference.  Click the button to view a list of our sponsors.


What an awesome conference! Click the button to view photos of the event.