by Thomas McKee | Apr 13, 2020 | Template Library, Uncategorized, Using HawkSoft, Webinar
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...
by Claudia McClain | Mar 17, 2020 | Disaster, Planning, Uncategorized
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...
by Audrey Marlow | Jul 20, 2018 | Uncategorized
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...
by Jennifer Thompson | Feb 5, 2018 | Industry Information, Uncategorized
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...
