Your Official HawkSoft User Group News
Tailored to what our valued members want.
Account Reviews – The How’s and Why’s
In this industry, the customer’s needs are always changing and evolving. Companies are always updating their products and adding/removing or updating policy coverage offerings. With all these changes over the years from both the company and customer, how does the...
President’s Message – January 2021
Dear HUG Friends, 2020? Hmm..... How would you rate last year? Needless to say, it was different. BUT..... If you are reading this I would say life is good! With all the news coverage concerning COVID-19 and our bizarre elections, I hope you and yours have been...
Incorporating a Social Media Calendar into your Agency
As a small agency, the day to day is hectic enough. Adding a marketing strategy, whether it be social media, print ads, or radio can be difficult. We do all of this in house with the help of software and a social content calendar. With all the social media...
Data Integrity – Avoiding Data ‘Fluff’
I remember more than a few years back attending one of our auto carrier’s annual roadshow. When the presentation reached the topic of ‘discounts & credits,’ the presenter opened the new section with a bit of sarcasm (and truth) in their one-liner. They joked that...
What’s a Mastermind Group? (and why you need one)
I started my insurance agency from scratch in 2008. Just me and more ideas than money. Shortly after, an agent-friend of mine that became a mentor told me about a “Mastermind Group” that he was a member of. They were a group of about 12 successful insurance agents...
Customer Advisory Board program aka “CAB” – HawkSoft Customers Helping Develop Better Solutions
We have news! HUG and HawkSoft have cooperatively launched a brand new program. We are so excited! It is a Customer Advisory Board program, “CAB” for short. We just launched our first three Customer Advisory Boards aka “CABs” in August. This was made...
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...