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How to Utilize HawkSoft for Employee Benefits (Medical, Dental, Vision) – The Work Around

How to Utilize HawkSoft for Employee Benefits (Medical, Dental, Vision) – The Work Around

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...
Texting in HawkSoft – A Comprehensive Q&A

Texting in HawkSoft – A Comprehensive Q&A

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...
Building Your Own Correspondence Templates

Building Your Own Correspondence Templates

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...
Time-Saving Tools EVERYONE Should Be Using

Time-Saving Tools EVERYONE Should Be Using

by Kelly Endicott | Mar 11, 2020 | HawkSoft News, Industry Information, Using HawkSoft, Webinar

Time-Saving Tools EVERYONE Should Be Using Often in an agency, the operations manager, the agency owner, or a motivated employee will go to a conference or attend a webinar and learn all sorts of new things about the HawkSoft CMS system.  These things save time and...
Renewals & Rewrites

Renewals & Rewrites

by George Patterson | Feb 7, 2020 | HawkSoft News, Industry Information, Using HawkSoft, Webinar

The first HUG webinar of 2020 was so successful!  Over 400 people attended and some asked for additional resources/information.  George Patterson, the webinar presenter, has written a Renewals & Rewrites blog to share his procedure with all of you.   HOW YOUR...

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