Your Official HawkSoft User Group News

Tailored to what our valued members want.

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...

IAOA

IAOA is an exclusive Facebook group.  It stands for Insurance Agency Owners Alliance and was founded by Dave Jackson, Nick Ayers, Brandon Smith and Grant Botma.  IAOA is for independent agency owners throughout the United States and Canada.  These members collaborate...

HawkSoft External Tool Buttons

HawkSoft allows you to create shortcut buttons to programs on your computer and to websites.  These buttons will then show on your HawkSoft CMS toolbar. Just like the custom toolbar buttons that can automate HawkSoft activities, the external tool buttons can be used...

ACT & AUGIE

Two active groups in the industry have and continue to push technology for the benefit of the independent agency system. The first of these is ACT (Agents Council for Technology) which is part of the Independent Agents and Brokers Association.   While the organization...

Agency Perpetuation

My name is John Wickhem, and I’m currently your HawkSoft User Group, Inc. Treasurer. For this month’s article, I have been asked to deviate from the HawkSoft management system and talk about agency perpetuation. I’m in my late 60’s and up until 10 years...

HawkSoft User Group News – July 2017

21% of HawkSoft agencies have become members of HawkSoft User Group (HUG) this year.  HawkSoft User Group was created by HawkSoft users and is all about users.  We want to help users utilize the HawkSoft CMS system to its maximum capacity.  We’re doing this in a...