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...
by Frank Millsaps | Nov 28, 2017 | Accounting, Industry Information, Using HawkSoft
Many can argue whether QuickBooks is the best accounting system to use, but I have had it for many years, even before I had my management system. I yearned for a management system that worked with QuickBooks and thought I had found one, only to be disappointed when I...
by Jennifer Thompson | Aug 23, 2017 | Using HawkSoft
Recently, we sent out an email blast to our clients because we found ourselves repeating the same schpiel (as I call it) over and over. I’m sure you’ve experience the same thing like when a client calls to ask “does my insurance cover a rental car”...
