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.