Las Vegas, NV, April 4th-5th, 2019
Conference speaker materials.
This page contains materials presented at the 2019 National Conference held in Las Vegas, NV (The Orleans Hotel) April 4th-5th, 2019. Speaker’s PowerPoint presentations and supporting documents/references are organized by name of the class.
Become the Leader You Would Follow
Best IT Security (Computer Security Best Practices)
Commercial Lines Bodacious Hacks
Commission & Compensation Tracking
Database Cleanup—Adventure to a Clean Database in HawkSoft
Leading your Agency Through Change
Marketing in the Digital Age: Designing Content for SEO in 2019
Mine Your Acre of Diamonds
Personal Lines, Everything Should be Done in the System
Producing Certificates, the Right Way
Thomas McKee and Dawn Box
- PowerPoint Presentation (Producing Certificates)
- Additional/Other Interests and Certificate Holder Database Help
- ACORD 27 Instructions
- ACORD 23 Instructions
- IIAT Best Practices for Certificates
- Client Tags Instructions
- Certificate of Insurance
- Certificate of Insurance Checklist
- Certificate of Instructions from HawkSoft Help
- Certificate Holder Wording
Rewrites & Renewals: Personal Lines
Sales & Retention: Practical Application
Sales Pipeline: Technical
Suspect to Raving Fan
Surviving & Thriving After a Catastrophic Loss
Turning a CSR Mindset into a Sales Generator
The Digital Office
Use HawkSoft to Launch, Lead, and Manage Account Rounding or Cross Selling Campaigns
Thank you to all our 2019 speakers!
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