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How to Utilize HawkSoft for Employee Benefits (Medical, Dental, Vision) – The Work Around
Although HawkSoft was not specifically designed for tracking employee benefits, there are still ways to enter the information in HawkSoft. Documenting this information in HawkSoft allows employees to rapidly respond to questions and look up information easily. It...
Social Media in the Service Industry
In today’s world, social media is everything. With multiple platforms to utilize and reach an audience, social media has become the best tool to use for free advertising. However, being in the service industry, it is harder to draw those followers to your business...
Texting in HawkSoft – A Comprehensive Q&A
Are you looking for more and better ways to use HawkSoft Text Messaging? Me too! Texting is the best way to reach your customer. People don't like to answer their phone (and shouldn't while they are at work). If they have voicemail set up, what are the chances they...
Building Your Own Correspondence Templates
WHY BOTHER? OK, I just typed the same email for the 3rd time. Time to make a template! Making a template will not only save you time, it will also ensure that the message is consistent from everyone in the office (great for E & O) and create a professional look...
Keeping our Social Distance at “ground zero” of COVID-19
Dear Fellow HUG Members, Being at “ground zero” of the COVID-19 pandemic here in the Seattle metro region, we learned a bit earlier than most how broad this epidemic might be. And because we had implemented some emergency preparedness strategies at the end of 2019...
Time-Saving Tools EVERYONE Should Be Using
Time-Saving Tools EVERYONE Should Be Using Often in an agency, the operations manager, the agency owner, or a motivated employee will go to a conference or attend a webinar and learn all sorts of new things about the HawkSoft CMS system. These things save time and...
Renewals & Rewrites
The first HUG webinar of 2020 was so successful! Over 400 people attended and some asked for additional resources/information. George Patterson, the webinar presenter, has written a Renewals & Rewrites blog to share his procedure with all of you. HOW YOUR...
President’s Message – January 2020
As I lay in bed this morning after Christmas, I reflected on the reason for the season, the running around for those last-minute gifts, the lines in stores, the heavy traffic, and most of all on family. Thoughts of family naturally extended to my HUG family. Most of...
Doubling Down on Dirty Data at Fall 2019 Regional HUGs
Survey Results were VERY favorable across the board in all categories, but overall, the highlight was asking attendees about the Knowledge & Value they received…Score of 9.4 on a 0-10 Scale.“The session has been very beneficial for our agency. Cindy Steinbach...
Surviving and Thriving After Catastrophe
Surviving and Thriving After Catastrophe Disaster can be swift and devastating. Place yourself in the shoes of the two agencies who are going to share their experience. Then start making your plan for coping with the catastrophic. Real-Life Agency Experience #1...
How clean is your data? (and why does it matter?)
Our first clue: When HawkSoft released the Agency Intelligence (AI) tool a few years ago, the reports revealed that Select Insurance’s line-of- business, production and premium volume numbers were way off. So we did what you might expect – we ignored it! Surely it...
HUGs Make Everyone Feel Good
2019 HawkSoft User Group National Conference in Review This year’s HUG National Conference held April 4-5, 2019 in Las Vegas was a HUGE success! HUG 2019 was a stellar blend of agents and HawkSoft staff working together with one common goal, making it a very...
The Digital Agency – Getting There
TOOLS FOR YOU TO START USING TODAY will be the focus of this article: I wish I could tell you I have the ultimate digital agency where AI – Artificial Intelligence – recordings of my voice and mind handled everything and in between waking up, being on a cruise while...
Don’t be the Shoemaker
Having a sister who is an emergency room nurse has always made the holidays difficult. She can only have off so many holidays per year to be fair to her co-workers; so, scheduling a time when we can all get together to...
INNOVAT19N 2019
INNOVAT19N - 2019 IAOA Conference - Better Together I just returned from Innovat19n, the 4th Annual conference of the The Insurance Agency Owners Alliance, better known as just "IAOA". It is one of two conferences I schedule to attend each year come rain or shine (the...
Certificates of Insurance
First and foremost, I want to be clear this is NOT a blog on E&O. It is merely how we use Hawksoft CMS to process Certificates of Insurance in our agency. Since our agency is mostly commercial in nature, certificates are a daily routine. There isn’t a day that...
Hot Buttons
Technically, hot buttons are customized Action Menu toolbar buttons. HawkSoft provides us with a few standard issue hot buttons: Renew, Issue, Rein, Cancel. I see them on the CMS toolbar, but when is the last time I used them? Most of my changes were started with...
No More Donuts – Key to Productive Agency/Company Meetings
Key to Productive Agency/Company Meetings - You need to take control and get everyone involved! Gone is the day of the company rep walking into my office with a box of donuts for the staff and sitting down with Brad and I (owners) going over agency results, their “hot...