Below find the tentative agenda for the 4th Annual National HUG Conference in Orlando, April 19-21,2020.  Only slight modifications may be made, but you can count on this schedule for making your travel arrangements.  A final agenda will be available in  February, and at that time you will be able to register for which breakout sessions you want to attend – there will be limited seating in each class.  There will be 6-7 breakout sessions each hour – with 7 sessions over the 2 days – so lots to choose from!


6:30-8:30pm      Welcome Reception Poolside & Badge Pick Up (Cocktail Attire) – Celebrating the 25th Anniversary of HawkSoft



7:30-8:30am       Breakfast, Exhibit Hall Opens & Badge Pick Up

8:30-9am             General Session – Welcome

9-9:45am             General Session – Keynote with Greg Hawks (Unlock An Ownership Culture)

9:45-10am           Break                                                                                                   

10-11am               BREAKOUT SESSION #1 CHOICES:

  • Marketing Track – Marketing with Hawksoft, right out of the box
  • Accounting Track Trust Accounting
  • Bootcamp Track – Class 1
  • Efficiencies – CL/PL Statuses, Renewals & Rewrites, Status Dates
  • Workflow – Text Messaging
  • Owner Track – What keeps you up at night? (Panel)
  • Database Clean up Part 1 – Beginner level

11-11:15am         Break                                                                                                                                    


  • Marketing Track – Best Practices for Cross Selling
  • Accounting Track – QuickBooks Refresh
  • Bootcamp Track – Class 2
  • Certificates Best Practices*
  • Paperless office (Agent) / Unmatched Docs Best Practices (IVANS)
  • Owner Track – Outside Technologies (Panel)

12:15-2pm           Lunch in Exhibit Hall

2-3pm                   BREAKOUT SESSION #3 CHOICES:

  • Marketing Track – Creating the Ultimate Client Relationship
  • Accounting Track – Reporting Tips & Tricks
  • CSR Track – Professional Development
  • Commercial Pain Points – Policy Set up & E&S Markets
  • HawkSoft What’s New
  • Owner Track – How to ‘Hire Right’ in the Insurance Industry
  • Database Clean up Part 2 – Beginner level

3-3:15pm             Break

3:15-4:15pm       BREAKOUT SESSION #4 CHOICES:

  • Marketing Track – Using Social Media – 90 MINUTE SESSION
  • Accounting Track – Commission/Compensation Tracking – 90 MINUTE SESSION
  • CSR Track – Tuning up the Gear / Client screen & personal preferences, office & user permissions* – 90 MINUTE SESSION
  • Personal Lines Pain Points
  • Office Manager Best Practices – What works, what doesn’t
  • Owner Track – Perpetuation Planning (Marsh Berry) – 90 MINUTE SESSION
  • Agency Intelligence (AI) Reporting* – 90 MINUTE SESSION

 4:15-5:45pm       Pool-side Cocktail hour for agency owners (drink tickets provided)           



7:30-8:30am       Coffee & Bagels in Exhibit Hall

8:30-9:45am       General Session with HawkSoft Management Team

9:45-10am           Break                                                                                                                                   

10-11am               BREAKOUT SESSION #5 CHOICES:

  • Marketing Track – Become an Agent for the Future: Embracing tech capabilities and efficiencies
  • Marketing Track – Integrating Video into your agency (proposals, etc)
  • CSR Track – Life Insurance & Health Insurance
  • Certificates Best Practices*
  • Accounting Track – What’s new in Accounting with HawkSoft
  • Business Intelligence (BI): Sales & Retention
  • Database Clean up Part 3 – Intermediate level

11-11:15am         Break                                                                                                                                   

11:15am-12:15pm    BREAKOUT SESSION #6 CHOICES:

  • Marketing Track – Agency Websites / Digital Marketing – 5 ways to attract, educate, and convert leads
  • Marketing Track – TBA
  • Marketing Track – Why Data matters to Agents
  • HawkSoft – What’s new
  • HUG Resource Library & Creating Correspondence Templates
  • Certificates – What’s new by/in HawkSoft
  • Business Intelligence (BI): Reports

12:15-1:45pm     Lunch in Exhibit Hall (trade-show closes at 2pm)

1:45-2:45pm       BREAKOUT SESSION #7 CHOICES:

  • Marketing Track – Modernizing your Agency Customer Experience
  • Marketing Track – Email Marketing: The Agency Newsletter & Beyond
  • CSR Track – Tuning up the Gear / Client screen & personal preferences, office & user permissions* – 90 MINUTE SESSION
  • The Digital Office in 2020 – going paperless, taking your insureds paperless with you, how to be a better paperless office with HawkSoft, etc.
  • API – Integration with HawkSoft: How to bring vendors on board
  • Agency Intelligence (AI) Reporting* – 90 MINUTE SESSION
  • Database Clean up – Advanced

3-4pm   SOLUTION CIRCLES – join a group, with a moderator, discussing one of these topics:

  • CSR
  • Owner
  • Producers
  • Super Users
  • Marketing
  • Office Manager
  • Accounting
  • Working Remotely
  • On-boarding Staff
  • Virtual Assistants
  • Perpetuation Plan
  • Big Ideas, Little Dollars

4pm       Conference Closes – Thank you for coming!



  • Breakout sessions will last 60 minutes unless 90 minute session is notated (start times will remain the same, end times will vary).
  • The HUG LAB will be open all day Monday & Tuesday, except during general session times.
  • In February, you will have an opportunity to register for your particular breakout sessions.
  • The Exhibit Hall will be open all day Monday and Tuesday and we encourage you to visit often, meet new vendors, enter prize drawings, etc.
  • If you’re staying in town for the ACT meeting, they will be co-locating their meeting with the HUG conference and will start Wednesday morning
  • Recommended dress code Monday & Tuesday is ‘business casual’
  • *All sessions are taught once, unless notated (only 3 different classes will be taught twice).



Register now for conference.