CINDY STEINBACH, CIC, CISR
Mayville, Insurance Agency, Inc., Mayville, WI
Cindy is an agency owner along with her husband Brad and has been a HawkSoft User since April of 2015. With the addition of her daughter Leslie to the staff, this has now become a third-generation agency. Both HawkSoft and PL Rater are utilized in her agency. Mayville Insurance has two locations, a total of seven employees and a fairly even split between personal and commercial lines. She has served in leadership roles with the FSC Management System. Cindy is a past Board of Director and Past President of PIA of Wisconsin. She is also the Past President of the President’s Advisory Board of PIA National.
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.
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!
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.
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.
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.
Raymond Longoria Insurance, Mission, TX
Raymond Longoria Insurance was established in 1988. They Operate in the Rio Grande Valley and Texas. Raymond Longoria Insurance is a firm of proven professionals and caring and conscientious people. They have a commitment to maintain a high standard of excellence in all what they do and to establish a firm relationship of mutual trust and service with each of their clients.
The agency has used HawkSoft since 2009. Their relationship with HawkSoft is excellent. They have ten users. The agency mix of business is 60% personal lines and 40% commercial lines.
They are honored to be part of HawkSoft User Group (HUG) organization, and their goal is to make sure HawkSoft is one step ahead of any other management system.
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.
Thomas McKee Agency, Ltd, Havertown, PA
In 1995, Tom started as a debit life insurance agent for Prudential. His love for the industry is unwavering. He spent equal amounts of time on both sides of the aisle. On the carrier side, he worked in loss prevention, underwriting, and sales management. On the agency side, his roles varied were primarily new business production and renewal retention.
Tom always felt the insurance industry was lagging behind other industries as far as automation was concerned. He served as President for the Eastern Pennsylvania User’s group for another management system and nationally assisted on the design review committee for the PS4 product which late became known as Producer Plus.
Not willing to stop, Tom decided he would start his own agency at the age of 62. The agency is located in Eastern Pennsylvania. It is 95% commercial and 5% personal. He has 3 employees. HawkSoft has been his one and only management system.
On a personal level, Tom is married and has 5 grown children and 7 grandchildren! His favorite number is 3 as that number provides all the support he needs!
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.