by Amelia Jach | Nov 26, 2019 | Get Involved, HawkSoft News, HUG National Conference, Industry Information, Regional Meeting, Using HawkSoft
Survey Results were VERY favorable across the board in all categories, but overall, the highlight was asking attendees about the Knowledge & Value they received…Score of 9.4 on a 0-10 Scale. “The session has been very beneficial for our agency. Cindy Steinbach...
by Pat Lamb | Jul 23, 2019 | Regional Meeting, Using HawkSoft
Our first clue: When HawkSoft released the Agency Intelligence (AI) tool a few years ago, the reports revealed that Select Insurance’s line-of- business, production and premium volume numbers were way off. So we did what you might expect – we ignored it! Surely it...
by Thomas McKee | Sep 13, 2018 | Using HawkSoft
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...
by John Morton | May 31, 2018 | Get Involved, Template Library, Using HawkSoft
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...
by Raymond Longoria | Mar 13, 2018 | Using HawkSoft
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...
by Gary Paulson | Jan 25, 2018 | Using HawkSoft
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...
