by Sarah Ferguson | Feb 16, 2021 | Using HawkSoft
In this industry, the customer’s needs are always changing and evolving. Companies are always updating their products and adding/removing or updating policy coverage offerings. With all these changes over the years from both the company and customer, how does the... 
by Michael Tonsetic | Oct 14, 2020 | Data Management, Get Involved, Industry Information, Using HawkSoft
I remember more than a few years back attending one of our auto carrier’s annual roadshow. When the presentation reached the topic of ‘discounts & credits,’ the presenter opened the new section with a bit of sarcasm (and truth) in their one-liner. They joked that... 
by celia@crossinsuranceagency.com | Aug 13, 2020 | Get Involved, HawkSoft News, Industry Information, Using HawkSoft
We have news! HUG and HawkSoft have cooperatively launched a brand new program. We are so excited! It is a Customer Advisory Board program, “CAB” for short. We just launched our first three Customer Advisory Boards aka “CABs” in August. This was made... 
by Lynnette Wood | Jul 17, 2020 | Using HawkSoft, Webinar
Although HawkSoft was not specifically designed for tracking employee benefits, there are still ways to enter the information in HawkSoft. Documenting this information in HawkSoft allows employees to rapidly respond to questions and look up information easily. It... 
by Gary Paulson | May 18, 2020 | HawkSoft News, Template Library, Using HawkSoft, Webinar
Are you looking for more and better ways to use HawkSoft Text Messaging? Me too! Texting is the best way to reach your customer. People don’t like to answer their phone (and shouldn’t while they are at work). If they have voicemail set up, what are the... 
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...