Hot Buttons

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...
IAOA

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...