NATIONAL 2021 - TENATIVE AGENDA

Sunday

2:30-6:30pm        Optional Early Badge Pick Up (in hotel lobby when you check into hotel)

Monday

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

8:30-9am             General Session – Welcome

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

9:45-10am           Break with Exhibitors                                                                                                

10-11am               BREAKOUT SESSION #1 CHOICES:

  • Owner Track – What keeps you up at night? (Panel)
  • HawkLink
  • Bootcamp Track – Class 1 (HawkSoft for Beginners)
  • Efficiencies – CL/PL Statuses, Renewals & Rewrites, Status Dates
  • Text Messaging (Tentative)
  • Marketing Track – Customer Retention (how to retain and how to track)
  • Database Clean up Part 1 – Beginner level                                                                                                                   

11-11:15pm Break with Exhibitors

11:15-12:15pm  BREAKOUT SESSION #2 CHOICES:

  • Owner Track – Outside Technologies (Panel)
  • Accounting Track – Advanced QuickBooks Reporting & Integration
  • Bootcamp Track – Class 2 (HawkSoft for Beginners)
  • Business Intelligence – Analytics: Data Management
  • Paperless office (Agent) / Unmatched Docs Best Practices (IVANS)
  • Marketing Track – Best Practices for Cross Selling
  • Commercial Lines – What’s New in 2021 and Certificates Best Practices*

12:15-2pm           Lunch in Exhibit Hall & Outdoors (either) – TIME WITH EXHIBITORS (WIN PRIZES)

2-3pm                   BREAKOUT SESSION #3 CHOICES:

  • Marketing Track – Creating the Ultimate Client Relationship
  • Accounting Track – Reporting Tips & Tricks
  • CSR Track – CSR Secret Shopper: Missed Sales Opportunities
  • HawkSoft What’s New in 2021
  • Commercial Pain Points – Policy Set up & E&S Markets (plus submission tracking)
  • Owner Track – How to ‘Hire Right’ in the Insurance Industry
  • Database Clean up Part 2 – Beginner level

3-3:15pm             Break with Exhibitors

3:15-4:15pm       BREAKOUT SESSION #4 CHOICES (note: most of these sessions will run longer):

  • 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* – 75 MINUTE SESSION
  • Worker’s Comp
  • Owner Track – Perpetuation Planning (Marsh Berry) – 90 MINUTE SESSION
  • Office Manager Best Practices – What works, what doesn’t
  • Business Intelligence – Agency Intelligence (AI) Reporting* – 90 MINUTE SESSION

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

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Tuesday

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

8:30-9:45am       General Session with HawkSoft Management Team – “Into the Cloud”

9:45-10am           Break with Exhibitors 

10-11am              BREAKOUT SESSION #5 CHOICES:

  • Marketing Track – Become an Agent for the Future: Embracing tech capabilities and efficiencies
  • Commercial Lines – Farming Insurance
  • CSR Track – Life Insurance & Health Insurance
  • Commercial Lines – What’s New in 2021 and Certificates Best Practices*
  • Business Intelligence (BI): Sales & Retention (Sales Pipeline)
  • Accounting Track – Let’s Improve Accounting in HawkSoft (focus group style)
  • Database Clean up Part 3 – Intermediate level

11-11:15am           Break with Exhibitors                                                                       

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

  • Marketing Track – Agency Websites / Digital Marketing: 5 ways to attract, educate, and convert leads
  • Business Intelligence/Marketing Track – Best Practices for Building Better Agencies
  • All About Templates  – demo & discussion/future of templates
  • Marketing Track – Top Automations Every Agency Should Use
  • Insurance Technology – A Customer’s Journey

  • Marketing Track – Why Data Matters to Agents

  • Accounting Track – Trust Accounting

12:15-1:45pm     Lunch in Exhibit Hall (trade-show closes at 2pm) – TIME WITH EXHIBITORS (WIN PRIZES)

1:45-2:45pm       BREAKOUT SESSION #7 CHOICES (note: some of these sessions will run longer):

  • Marketing Track – Modernizing your Agency Customer Experience
  • Business Intelligence – Agency Intelligence (AI) Reporting* – 90 MINUTE SESSION
  • 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
  • Marketing Track – Email Marketing: The Agency Newsletter & Beyond (To be confirmed)
  • Database Clean up Part 4 – Advanced level 

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)

 

SNIPPET INSTRUCTIONS: (do not conflict with any general or breakout sessions)
– Submission Tracking (Monday at 1:20pm)
– Working Documents (Monday at 4:30pm)
– External Tool Set Up (Monday at 4:45pm)
– Agency Announcement (Tuesday at 7:30am)
– Pencil Tool (Tuesday at 7:45am)
– Linking & Appending Logs (Tuesday at 1:15pm)

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. room: Palm 7
  • As part of the LAB, we will be holding 6 short “snippet instructions” (15 minute classes during breaks over the 2 days) – 6 different topics (see above)
  • 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 – these include agency intelligence, tuning up the gear, and certificates.)
  • This conference will also be available to attend virtually – a HYBRID conference. 

 

Register now for conference.