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The Continuity of Continuous Education
What comes to mind when you think continuing Ed? Some think of boring, obligatory CE classes about some topic you could not care less about. Others, just think of wasted time they could be doing something “productive.” Maybe you are an insurance nerd like myself and...
Authentic Automatic
Authentic Automatic Is the way you think about Tech making you inauthentic? I found myself mulling over the title of this blog. In what order should these (2) adjectives go? Do “authentic” and “automatic” even belong together at all? I felt like that kid again (or an...
The Insider Secret You MUST Know About The First “P”
The Unstoppable Profit Producer program (which was created from the large demand of agents who wanted to know “how” Stromsoe Insurance Agency grew so quickly) is based on a simple, three step, proven blueprint called the three P’s: People, Processes and Promotions....
Three things the pandemic taught me about my agency operations
January 2nd 2020, I hosted my team for our kick-off meeting in the same format we have become accustomed to: a six hour sit down review of our roadmap for the new year distilled from a careful look back of the prior year with an intentional growth plan for the year...
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...