Your Official HawkSoft User Group News

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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...

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...