Skeele Agency, Inc., Manlius, NY
Mike has been in the agency since 1977 and is the third generation in a four-generation family agency in Central New York. The Skeele Agency has a 70% personal lines and 30% commercial lines split, with 13 employees over six locations. An active HawkSoft Online user and supporter, the Skeele Agency has been on HawkSoft since January 2015, having previously used FSC Manager and AFW Online prior to that.
Machor Sage Insurance Agency, Inc., Middleburg Heights, OH
Machor Insurance Agency was founded in 1976 by Dennis Machor. In 1997, Dan married Dennis’ oldest daughter Michelle and soon afterwards, they purchased the agency adding the Sage name to the mix. At an industry function in 2000, a persistent saleswoman from HawkSoft, Linda Anderson, convinced them to take a look at HawkSoft, and they haven’t looked back since! Today, the agency has two locations, Middleburg Heights and Loudonville, Ohio and is about 70% personal lines. Dan is very active in his local Rotary Club, City Club, City Planning Commission, and Chamber of Commerce. When not volunteering, he loves coaching his three kids’ sports teams, shooting trap and bird hunting.
McClain Insurance Services, Everett, WA
Claudia began her insurance career as a life insurance agent for Met Life. 1977 was a year that changed the trajectory of her life: She married Pat McClain, relocated from S. California to Everett, WA, and started her P&C agency from scratch in the unfinished basement of their 1920s bungalow. 42 years later, Pat and Claudia are the parents of two adult children and one “perfect” granddaughter. McClain Insurance Services has grown to a team of 8 agents and was named Rough Notes Agency of the Year in 2014.
Always an “early adopter” of technology, Claudia paid over $2200 for a single Olympic memory typewriter that retrieved stored client form letters from a cassette tape recorder in 1979. By 2002, she was searching for her 3rd agency management system and was blessed to be introduced to Paul Hawkins and Hawksoft. It was a life-changing and agency-changing experience! Hawksoft has become so much a part of the DNA of McClain Insurance Services that Claudia has been quoted as saying that “if the day ever came that Hawksoft didn’t exist, that would be the day that I would sell my agency!”
Over the years, Claudia has referred many fellow agents to Hawksoft. She is most proud of convincing Linda Anderson to adopt Hawksoft in the Ohio agency she managed around 2004. A few years later, Linda was recruited to join the Hawksoft sales team and has gone on to help thousands of agencies achieve operational efficiencies by moving to Hawksoft.
Often a beta agency for new Hawksoft innovations, Claudia is thrilled to be able to continue to serve the Hawksoft User Group community through her service on the Board.
PATRICIA LAMB, CIC
Select Insurance Services Agency, Inc., North Royalton, OH
Pat has worked in the independent agency side of the business her whole career starting in 1971; CIC in 1981. In 1983, she started her own agency, Select Insurance Services, located in North Royalton Ohio. In 2009, she became Dave Ramsey’s Endorsed Local Provider in NE Ohio. She is married to Greg, who joined the agency in 1988, and has two adult children, Jessica and Christopher.
Pat has held many positions over her career. Of late, she serves on the Grange Insurance Advisory Board for Personal Lines; Committee Chair for HUG of the Heartland’s Regional Conference in 2016; HawkSoft User Group, Inc. formed January 2017 – Executive Board, Secretary.
Select Insurance was the first agency in Ohio (2007) to use HawkSoft. When Pat called HawkSoft she was ready to make the switch because of a strong recommendation made by her Georgia agent friend who had signed up months earlier. HawkSoft said they weren’t in Ohio and couldn’t sign the agency up until they got certified by the Ohio carriers. She convinced them it would be fine and was willing to have their agency be used as a testing agency and would do so without her carriers’ approval first. Keep in mind, HawkSoft wasn’t well known back in 2007 and getting certified was a time-consuming process. Eventually, the insurance carriers caught up to speed after learning everything worked fine. So began HawkSoft in Ohio. Sometimes you just need to take the plunge!
Mid-Columbia Insurance, Kennewick, WA
Gary and his now retired business partner started Mid-Columbia Insurance as a scratch agency in the Southeastern Washington city of Kennewick in October 1995. The agency now has two additional offices, one in the neighboring town of Pasco and the other an hour away in Yakima. Each office is staffed with two agents and a receptionist but all three operate as a single agency with all calls ringing into all offices simultaneously and everyone able to service any client.
HawkSoft has been a vital partner of the agency since January 2000. They operated their own remote server for over ten years but moved to HawkSoft Anywhere last year, allowing them to not be dependent on their main office’s internet connection to access the server and client files.
Mid-Columbia Insurance specializes in writing Non-Standard Auto. With this type of high-volume, high-attrition business, HawkSoft has allowed them to manage the 45,000 prospect and client files that have been inserted into CMS over the last 17 years along with the multiple lapsed and rewritten policies non-standard clients accumulate.
John A Morton Insurance Agency, San Francisco, CA
Just out of Graduate school, having completed an MBA, John Morton joined Metropolitan Life Insurance Company in a management development program. Their stated goal was to transition Metropolitan Life from a system leading back to its beginnings to a more modern company. John left the company as a manager after a few years because it was not changing fast enough. Two years later with a partner, he started a P & C agency. During part of this time, he served on the board of American Agents Alliance, a California association of independent insurance agents and brokers for 13 years where he was very active in pushing innovation. His business partner retired 11 years ago. John understands just how important the technology that HawkSoft’s CMS provides us all in not just surviving. He sees HawkSoft’s leadership and product potential as something that is truly an opportunity for great success. He also speaks Spanish as a second language.
Zeigler Insurance, Brentwood, CA
Dirk proudly served our county for eight years in the United States Navy as an Electronic Technician on Nuclear Submarines, a Navy Diver and a Navy Recruiter. He and his wife Beth along with two daughters have lived in Brentwood for over 20 years. Their family strongly believes in giving back to their community. Dirk also served as president of the Brentwood Rotary Club in 2008-2009 and most currently the Youth Services Director for the past ten years. He is a past board member of the Brentwood Chamber of Commerce and currently the Chair Person for the Brentwood Planning Commission. After working as a captive agent for 10 years, in 2015 his agency went independent. While at an industry function he was introduced to Hawksoft in January of 2016, and they went live in April 2016. They currently have an office staff of five. Hawksoft has been nothing short of a game changer for their agency.
John Dawson Associates, Columbus, OH
Kelly started her insurance career in 1984 and has been with John Dawson Associates the entire time. Her first role was as a Customer Service Agent, and she is currently a Managing Partner at the agency. The agency staff of 17 users have been with HawkSoft for 10 years now. Kelly has served as a past HUG National Conference Committee Chair as well as a member of the planning committees, a presenter at both national and regional events and is also a mentor agent for HawkSoft. Technology is such a significant role in any independent agency that she knew right away that HawkSoft was the company to partner with! Their ability to evolve and grow is something that she finds invaluable. Kelly refers as many people as she can to HawkSoft and loves to help other agents learn how to get the most out of the system. She is looking forward to continuing that as she joins the Board to help serve the HUG Community.
Cross Insurance Agency, Olympia, WA
If I were to describe myself in three aspects, it would be: passionate, out-of-the-box thinker, and resourceful. Personally I love the sun and making people smile. Traveling is an adventure for me and a priority. I am always on the hunt for great local restaurants, reading whatever peaks my interest, and continually learning something new. Ultimately, I can do a million things in my life, but the most important to me is living and doing things that bring joy to my family and to others. So watch out world!
On a professional level. My name is Celia Cross I fell into insurance in 2002 after graduating from college with a Bachelors of Education, with an emphasis in Spanish bi-lingual education. My insurance career has taken me on a road of adventures from starting at the bottom with Cross Insurance Agency in 2002, from cleaning toilets to now co-owner, with my amazing husband, Andrew Cross, who started Cross Insurance Agency in 1998.
I’ve always had a fascination with technology/software and how we can integrate it effectively into our daily lives, including insurance. Our agency is consistently pushing the envelope of how we can better evolve, in order to stay relevant in the insurance industry. We have grown through 10 acquisitions and hold to a moral and ethical code in our dealing of acquiring. My involvement in insurance these last 18 years has taken me from learning insurance, to being an active CSR/Account Manager in personal and commercial lines, and leading 8 of the 10 acquisitions, IT tech, trainer and project manager.
Andrew Cross, the founder of Cross Insurance Agency has always looked forward and has the belief of continuing to invest in your business. He understood the importance of having a CMS program and signed on with HawkSoft back in 2000. We have never looked back. Our experience with HawkSoft and the changes have been remarkable, not without challenges, but with aspirations of improvements. Our history of acquisitions and multiple locations has allowed us to learn HawkSoft and hope to show others a path to help better improve their agency.
Marketing & Events Manager
HawkSoft User Group, LLC, Centennial, CO
Amelia joined HUG in August 2018 as the Marketing & Events Manager. She reports to the Executive Committee of the Board of Directors. She has seventeen years of experience working in marketing and events, specifically in the healthcare and IT industries. She is responsible for assisting the board and the committees in developing regional and national education events as well as growing the HUG membership. Amelia works from her home in the state of Colorado.