2020 HawkSoft User Group National Conference

This page contains the session topics you can expect to see at the 2020 National Conference in Orlando, FL on April 20-21
  • Accounting – Commission/Compensation Tracking
  • Accounting – QuickBooks Refresh
  • Accounting – Reporting Tips & Tricks
  • Accounting – Trust Accounting
  • Accounting – What’s New for 2020
  • Agency Intelligence (AI) Reporting – New in HawkSoft for 2020
  • API – Integration with HawkSoft – How to bring vendors on board
  • Business Intelligence (BI): Reports
  • Business Intelligence (BI): Sales & Retention
  • Certificates – New in HawkSoft for 2020
  • Certificates Best Practices
  • Commercial Pain Points – Policy Set up & E&S Markets (part 1)
  • Commercial Pain Points – More to come…(part 2)
  • CSR – Life Insurance & Health Insurance
  • CSR – Professional Development
  • CSR – Tuning up the Gear / Client Screen & Personal Preferences, Office & User Permissions
  • CSR/Others – BOOTCAMP – learning the basics of HawkSoft
  • Database Cleanup (Multi-sessions)
  • Digital Office in 2020 – going paperless, taking your insureds paperless with you, how to be a better paperless office with HawkSoft
  • Efficiencies – CL/PL Statuses
  • Marketing – Email Marketing: Beyond the Newsletter
  • Marketing – Agency Websites / Digital Mktg – attract, educate and covert leads
  • Marketing – Best Practices for Cross Selling
  • Marketing – Creating the Ultimate Client Relationship
  • Marketing – Designing and Tracking Your Customer Experience
  • Marketing – Modernizing your Agency Customer Experience
  • Marketing – Using Social Media
  • Marketing with HawkSoft (out of the box)
  • Office Managers – What works, What doesn’t
  • Owner Track – Hiring Right in the Insurance Industry
  • Owner Track – Outside Technology Tips
  • Owner Track – Perpetuation Planning
  • Owner Track – What keeps you up at night?
  • Resource Library Free to you (HUG templates, texting, guides, etc)
  • Text Messaging – New for 2019
  • Unmatched Documents Best Practices
  • Video Proposals
  • What’s New in HawkSoft
  • Why Data Matters to Agents