2019 HawkSoft User Group National Conference

This page contains materials presented at the 2019 National Conference held in Las Vegas, NV (Orleans Hotel) April 4-5, 2019.

Conference Speaker Materials

Speaker’s PowerPoint Presentations and Supporting Documents/References
organized by name of class


Accounting Mythbusting – Crystal Erlitz
PowerPoint Presentation (Accounting Mythbusting)

Agency Intelligence – Sean Hawkins & Royal Spragio
PowerPoint Presentation (AI)

Become the Leader You Would Follow – Mike Stromsoe
PowerPoint Presentation (Leader)

Best IT Security (Computer Security Best Practices) – Greg Fish
PowerPoint (Best IT Security)

Caring for your Comrades, Clients, and Community – Claudia McClain & Patty Lares
PowerPoint (Caring for CCC)
Client On-boarding Process
Marketing Roadmap

Commercial Lines Bodacious Hacks – Jessica Klecz & Amanda Hackney
PowerPoint Presentation (Commercial Lines Bodacious Hacks) 

Commission & Compensation Tracking – Daniel Dye & Dawn Box
Commission Reconciling Class Outline (session shown live in database)

Boot Camp Classes – Christy Patterson
#1 – Navigate Like a Pro
#2 – Policy Basics 
#3 – Managing Policies
#4 – Use What You’ve Learned

Database Cleanup – Adventure to a Clean Database in HawkSoft – Stephen Harrington & Celia Cox 
PowerPoint Presentation (Dirty Data – Database Cleanup)

HUG Resource Library & Templates
– Thomas McKee & Jennifer Thompson
PowerPoint Presentation (HUG Resource Library)
Template Merge Fields
General Questionnaire

Leading your Agency Through Change – A. Michael Daniels
PowerPoint Presentation (Leading Change)

Marketing – No Cost – HawkSoft – Kenny Hendricks
PowerPoint Presentation (No-Cost Marketing)

Marketing in the Digital Age: Designing Content for SEO in 2019
– Dale Steinke & Stacie Cooper
PowerPoint Presentation (SEO Content for 2019)


Mine Your Acre of Diamonds – Mike Stromsoe
PowerPoint Presentation (Mine Diamonds)

Personal Lines, Everything Should be Done in the System – Michael Ley & Jake Dunbar
PowerPoint Presentation (Personal Lines, Everything in System)
Personal Lines Handout – Benefits/Scenarios & Additional Resources


Producing Certificates, The Right Way – Thomas McKee & 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 – Anisa Newkirk
PowerPoint Presentation (Receipts & Invoices)
Receipts & Invoices Takeaway

Rewrites & Renewals: Commercial Lines – Cindy Steinbach & Michael Ley
Session Outline (session shown live in database)

Rewrites & Renewals: Personal Lines – Kelly Endicott & George Patterson
PowerPoint Presentation (Rewrites & Renewals Personal Lines)

Sales & Retention: Practical Application – Royal Spragio & Dirk Zeigler
PowerPoint Presentation (Sales & Retention) 

Sales Pipeline: Technical – Johnny Rivera & Paul Moyes
PowerPoint Presentation (Sales Pipeline: Technical)

Seven (7) Tips to Immediately Enhance your Use of HawkSoft – Jake Dunbar & Matthew Langlinais
PowerPoint Presentation (Seven Tips)
Seven Tips Handout (Benefits & Resources)

Social Selling – Caleb Stanton
PowerPoint Presentation (Social Selling) 

Suspect to Raving Fan – Mike Stromsoe
PowerPoint Presentation (Suspect to Raving Fan)

Surviving & Thriving After a Catastrophic Loss – Claudia McClain & Christopher Togawa
PowerPoint Presentation (Surviving Catastrophic Loss)
Basic Go Bag List

Turning a CSR Mindset into a Sales Generator – Sheldon Snodgrass
PowerPoint Presentation (CSR Mindset – Sales Generator)

The Digital Office – George Patterson & John Barnes
PowerPoint Presentation (Digital Office)

Use HawkSoft to Launch, Lead, and Manage Account Rounding or Cross Selling Campaigns –    Sheldon Snodgrass & Michael Ley
PowerPoint Presentation (Launch, Lead, Manage)


NOTE: Additional presentations may be added as they are received from speakers. So, feel free to check back.  In some cases, there is no presentation available as the presenter only worked live in the system/software.  Some presentations above are also available on the Whova app.


2020 National Conference – Speakers/Topics:
If you have a topic you would like to possibly present at the 2020 HUG National Conference in Orlando, please email Amelia Jach at amelia@hawksoftusergroup.org.  You will be asked to submit an abstract by July 31, for consideration by the National Planning Committee. Thank you for your interest!