NATIONAL 2021 - TENATIVE AGENDA (pending committee review - Spring 2021)
Monday
NOTE: TENTATIVE AGENDA – THIS MAY BE PUSHED BACK 30-60 MINUTES (pending committee decisions)
7:30-8:30am Breakfast, Exhibit Hall Opens & Badge Pick Up
8:30-9am General Session – Welcome
9-9:45am General Session
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
11:15-12:15pm BREAKOUT SESSION #2 CHOICES:
- 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)
__________________________________________________________________________________________
Tuesday
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 Break – get ready for Reception and/or get a little light dinner (appetizers served at reception)
6:30-8:30pm Closing Reception (OUTDOORS)
Notes:
- 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.
- This summer, 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.
- *All sessions are taught once, unless notated (only 3 different classes will be taught twice).
- We are shooting to have this offered virtually as well, but NOT yet decided – depends on interest level and costs.