Upcoming Webinars

DateTopicPresenterSourceRegistration Link
October 2020HUG Fall Virtual Interactive Training SessionsVariesHUGSOLD OUT - All recordings will be available following the sessions
12/16/2020HUG Monthly Webinar - Accounting Year-End PrepTBDHUGComing Soon
11/18/2020HUG Monthly Webinar - QuickBooks Online - Tips & TricksTBDHUGComing Soon

Recorded Webinars

Date TopicPresenterSourceLink to Recording
10/29/2020HUG Fall Workshop - Sales PipelineDirk Zeigler & George Patterson, HawkSoft UsersHUGComing Soon
10/22/2020HUG Fall Workshop - The ToolbarSteve Hooper & Corey Humrich, HawkSoft UsersHUGView Recording Here
10/15/2020HUG Fall Workshop - Advanced Reports - Everything You Should KNOW About Your AgencyStephen Harrington, HawkSoft User & Sean Hawkins, HawkSoftHUGView Recording Here
10/08/2020HUG Fall Workshop - Commercial LinesNikki Cloud, Thomas McKee, Malena Farrell (HawkSoft Users) & Cindy Frink (HawkSoftHUGView Recording Here
10/01/2020HUG Fall Workshop - HawkSoft for BeginnersChristy Patterson & Sarah Blanco, HawkSoftHUGView Recording Here
09/29/2020Aureus Analytics - Extending Your HawkSoft CMS with DONNAJohn Crawley, owner of JCA Insurance Services, and Kenny Hendricks, HawkSoft Marketing and Business Development CoordinatorHawkSoft PartnerComing Soon
09/22/2020Cover Wallet - Grow Your Commercial Book by Providing Instant, Bindable Quotes, 24/7Dr. John Wales, Sales Manager, CoverWalletHUG PartnerView Recording Here
09/17/2020HUG Fall Workshop - TIPS & TRICKSKelly Endicott, HUG User & Linda Anderson, HawkSoftHUGView Recording Here
9/10/2020Agency Revolution - How All Lines Insurance got more leads, more clients, and sold more policiesJoel Zwicker, Agency Revolution and Jessica Tice, All Lines InsuranceHawkSoft PartnerView Recording Here
9/9/2020Podium - 3 Ways to Attract Leads & Increase Client EngagementHayley Sonntag, Podium
Joseph Jenkins, Podium
Matt Barber, Western States Insurance
HawkSoft PartnerView Recording Here
8/19/2020HUG Monthly Webinar: Excess & Surplus Lines in HawkSoftRay Roentz, HawkSoft UserHUGView Recording Here
8/18/2020Mythos Technology Inc - Cyberattacks: NIST framework and what is needed to assess Cyber risksJames Laszko, CTOPartnerView Recording Here
8/13/2020XILOJon Corin, CEO of XILOPartnerComing Soon
8/11/2020Connecting with Insurers through your HawkSoft System and IVANSCal Durland, IVANS DirectorPartnerView Recording Here
8/06/2020Agave, Insurance Payments Effortlessly -
Top 5 Ways To Modernize Your Agency Cash Management Solutions & Premium Finance Program
David Takacs, Automated Installment Systems with AgavePartnerView Recording Here
8/4/2020Virtual Assistants and What You Need to Know!
Andy Priesman, CEO of Cover Desk and Kelsey Tenaillon, Director, Sales & Marketing
PartnerView Recording Here
7/29/2020HUG Monthly Webinar: Unraveling Policy Company Set-Up, which results in a cleaned-up Agency IntelligenceCelia Cross, HawkSoft UserHUGView Recording Here
7/21/2020Semsee - Using Technology to Grow Your Small Commercial BookPhilip Charles-Pierre, CEOPartnerView Recording Here
7/14/2020Agentero - How to grow your agency in the digital age
Ido Deutsch, Head of GrowthPartnerView Recording Here
7/9/2020HawkSoft Town Hall: Live from the HawkSoft WoodshopPaul Hawkins (CEO), Sean Hawkins (VP Development), Javier Torres (PM), Ryan Reese (PO), Kenny Hendricks (Bus. Dev)HUG / HawkSoftView Recording Here
6/25/2020HawkSoft Webinar: Commercial Workflows and Self-service CertificatesChris LeJeune (Sr. Territory Manager) and Ryan Reese (Product Owner), HawkSoftHawkSoft
View Recording Here
6/24/2020HUG Monthly Webinar: How to Leverage HawkSoft for Employee BenefitsLynnette Wood, HawkSoft UserHUGDocument to Read (no recording available)
6/24/2020HawkSoft Partner Webinar: BlueJay Reviews, Tips on Collecting Online Reviews so you can Write More PoliciesPaul Moody, John Tolbert, and Sean Grace, BlueJay ReviewsHawkSoft PartnerView Recording Here
6/23/2020HawkSoft Partner Webinar: Better Agency, Hidden Automation Secrets Revealed For HawkSoft UsersNicholas Ayers, Chief Marketing Officer, Better AgencyHawkSoft PartnerView Recording Here
6/17/2020HawkSoft Webinar: Managed Accounting - Offload Tedius Accounting and Commission Tasks to the Pros Crystal Erlitz, Manager of Managed Accounting, HawkSoftHawkSoftView Recording Here
6/18/2020Unstoppable Profit Producers - Blueprint To Your Million Dollar Agency Mike Stromsoe, OwnerPartnerView Recording Here
6/11/2020HawkSoft Partner Webinar: Bridge 3.0, Communicate Your Way to More Sales & RetentionCharlie Griffin, Chief Sales Office, The Kotter GroupHawkSoft PartnerView Recording Here
6/9/2020Agency Zoom - Sales & Marketing Automation's Impact on the Customer JourneyKat Ternes, VP Sales & MarketingPartnerView Recording Here
6/2/2020Smart Financial - Staying Productive While Navigating Unprecedented TimesAndrew RassonPartnerEmail arasson@smartfinancial.com
5/28/2020Insurance Agent App - Why Secure Mobile Integration w/ HawkSoft is Vital to Your Agency’s FutureMatt Aaron & Kiki Johnson, Co-FoundersPartnerView Recording Here
05/27/2020HUG Monthly Webinar: Part II Checklists in HawkSoft - Tracking & Reporting on Procedures and ProductionMichelle Hancock - HawkSoft UserHUGView Recording Here
05/20/2020HUG Monthly Webinar: Procedure Checklists in HawkSoftMichelle Hancock - HawkSoft UserHUGView Recording Here
5/14/2020InsuredMine - How Agencies are focused on Sales & Marketing Automation in 2020Raution Jaiswal, Co-FounderPartnerView Recording Here
5/13/2020ProducersXL - Best Practices for Cross SellingSean McBride, Field Marketing ManagerPartnerView Recording Here
5/12/2020Rocket Referrals - How Communicating with Customers has ChangedTorey Maerz, CEO and Carl Maerz, COOPartnerView Recording Here
5/7/2020Podium - From Search to Sold - 100% Digitally
(How to keep business coming in, when people aren't going out)
Cameron Tolman, Regional Director of SalesPartnerView Recording Here
5/5/2020Agency Revolution - Using Automation to Improve the Client Experience and Grow Your AgencyJamie Trovato, Trovato & Associates Owner (and HUG Member) and
Joel Zwicker, Agency Revolution Business Development Manager
PartnerView Recording Here
5/1/2020Forge3 - 6 Ideas to Sell More and Service Better Using Your Agency's Website (especially when working remotely)Jeff Teschke, Founder and CEO / Zack Yurch, Director of New BusinessPartnerView Recording Here
4/30/2020Tranzpay.io - Digital Marketing.....where to start before it's too lateSkip Gilliland, VP of MarketingPartnerView Recording Here
4/29/2020HawkSoft Partner Webinar: Formstack Sign, Increase Productivity with HawkSoft E-SignatureMatt Brauer (Sr. Territory Manager) and Crystal Townsend (Sales Specialist), HawkSoft, and JP Peek, Formstack SignHawkSoft PartnerView Recording Here
4/28/2020MarshBerry - Perpetuation or Survival? Planning in a Changing WorldWayne Walkotten, EVPPartnerEmail
4/23/2020Aureus Analytics - Finding the Diamonds in Your BackyardRon Shroyer (Aureus), Frank Sentner, and Chris Paradiso (HUG Member)PartnerView Recording Here
04/22/2020HUG Monthly Webinar: Leveraging Text Messaging in HawkSoftGary Paulson, HawkSoft UserHUGView Recording Here
4/16/2020Levitate - How to Drive Referral Business and Improve Account RoundingJes Lipson, CEO and Gina Nelson, HUG memberPartnerView Recording Here
4/7/2020Lightspeed Voice & HawkSoftGreg McCammon - Vendor PresentationPartnerView Recording Here
4/2/2020ePayPolicyRuben Arce, Product SpecialistPartnerNot Recorded
03/18/2020HUG Monthly Webinar: Building Your Own Templates (Correspondence Templates)Thomas McKee, HawkSoft UserHUGView Recording Here
02/26/2020HUG Monthly Webinar: Time-Saving Tools That EVERYONE Should be Using in HawkSoftKelly Endicott, HawkSoft UserHUGView Recording Here
02/20/2020HawkSoft Partner Webinar: IAM, Deliver an Exceptional Mobile Experience to your CustomersKiki Johnson (Co-founder) and Matt Aaron (Co-founder), Insurance Agent MobileHawkSoft PartnerView Recording Here
01/16/2020HawkSoft / IAOA Webinar: Mythbusting Insurance Accounting (Integrated vs. Non-integrated)Crystal Erlitz, Manager of Managed Accounting, HawkSoftHawkSoft / IAOAView Recording Here
01/15/2020HUG Monthly Webinar: Rewrites & Renewals - Workflows and tips to make Agency Intelligence work for you!George Patterson, HawkSoft UserHUGView Recording Here
12/4/2019HawkSoft / IAOA Webinar: Tips on Writing Farm InsuranceJeff Joseph (VP), Mitchell-Joseph InsuranceHawkSoft / IAOAView Recording Here
11/15/2019HawkSoft / IAOA Webinar: Secrets of Well-Managed High-Growth AgenciesChris LeJeune (Sr. Territory Manager)HawkSoft / IAOAView Recording Here
May 2018The Most Important Item to Pack in Your Skill Development ToolkitSheldon SnodgrassPartnerView Recording Here
February 2018Overview of Marketing topics Chris will be teaching at the 2018 National ConferenceChris ParadisoPartnerView Recording Here
November 2017Best Practices for Communicating with Insureds While Protecting Your AgencyAdam Kotter
Kotter Group
PartnerView Recording Here
August 2017Elevating Client Relationships using a Single QuestionMatthew Smith Rocket ReferralsPartnerView Recording Here

What To Expect

  Please join the webinar 15 minutes in advance of the start time. This allows us time to assist you to get connected if you are having problems.  The webinar will begin promptly.  If you are not able to see the presenters screen at that time, we will have to begin the webinar without you.  We will post a link to the recorded webinar for you to watch after the fact.  

We ask that you mute your phone line if you need to take a call during the webinar (press *6 to mute/unmute).  If you place us on hold, we will all hear your hold music/messaging, and this is distracting during the webinar.


Common Questions

DO I HAVE TO BE A HUG MEMBER TO REGISTER AND ATTEND? No.  We welcome any HawkSoft users to attend.

WHAT IF I CAN’T GET CONNECTED DURING THE WEBINAR? Because we have many people on a webinar of this kind, we must begin promptly.  If you are unable to connect, you are welcome to listen in or drop off of the webinar.  We will send a link of the recorded webinar to you after the webinar completes. HOW MUCH DOES IT COST? Webinars are free.