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)
Caring for your Comrades, Clients, and Community
Claudia McClain and Patty Lares
Commercial Lines Bodacious Hacks
Commission & Compensation Tracking
Boot Camp Classes
Database Cleanup—Adventure to a Clean Database in HawkSoft
HUG Resource Library & Templates
Thomas McKee and Jennifer Thompson
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
Receipts & Invoices
Rewrites & Renewals: Commercial Lines
Cindy Steinbach and Michael Ley
Rewrites & Renewals: Personal Lines
Sales & Retention: Practical Application
Sales Pipeline: Technical
Seven (7) Tips to Immediately Enhance Your Use of HawkSoft
Jake Dunbar and Matthew Langlinais
Suspect to Raving Fan
Surviving & Thriving After a Catastrophic Loss
Claudia McClain and Christopher Togawa
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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