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 goes...
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...
HUG Crowdsourcing Project
In 1979, I was asked to predict what would happen to Metropolitan Life insurance agents in the next three to five years. I predicted that every district office would have a computer and within that 5 years. What's more, I expected every insurance agent would have one...
Daily Download Leads to Retained Business and Prevents Client Shopping
One important office procedure done in our agency is making sure that the downloads are done daily and worked on diligently. Our compliance department knows which carriers download and which carriers must be updated manually. So, we address all our business and...
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...
Quickbooks and Hawksoft – A Marriage Made in Heaven
Many can argue whether QuickBooks is the best accounting system to use, but I have had it for many years, even before I had my management system. I yearned for a management system that worked with QuickBooks and thought I had found one, only to be disappointed when I...
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...
Email Blast Is an Easy Way to Keep All Your Clients Informed!
Recently, we sent out an email blast to our clients because we found ourselves repeating the same schpiel (as I call it) over and over. I'm sure you’ve experience the same thing like when a client calls to ask "does my insurance cover a rental car" or "will my...
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...
My agency was hit with a week of claims and this is how I used HawkSoft…
Monday night, the week of June 12,2017 was the start of numerous storms hitting my great State of Wisconsin. Our agency filed nearly 100 claims that week - one of them being MY OWN! Early Tuesday morning, I was in my office getting ready for what I knew...
Letter from the President of HawkSoft Users Group, Inc.
Greetings fellow agencies using HawkSoft, It is my great pleasure to announce the formation of an official non-profit users group, HawkSoft Users Group, Inc. (HUG). We have the full endorsement and support of HawkSoft, Inc., and will be the conduit to work with...