Upcoming Webinars
| Date | Topic | Presenter | Source | Registration Link |
|---|---|---|---|---|
| 03/02/2021 | Canopy Connect - How to Collect Dec Pages in 1 Click With Real Customer Examples (Demo) | Tolga Tezel (CEO) & Robert Boerrigter (Sales & BD) | HUG Partner | Register Here |
| 03/04/2021 03/11/2021 03/18/2021 | HUG Monthly Webinar- Database Cleanup 3-part Workshop | Stephen Harrington (Cross Insurance Agency - HUG Agent) | HUG | SOLD OUT |
| 03/04/2021 | Dotting the I's of being independent | Matt Brauer, (HawkSoft) Director of Strategic Accounts and George Robertson, (Robertson Consulting) President | HawkSoft - HawkTalk LIVE | Register Here |
| 03/30/2021 | Social Media | BlueJay | HawkSoft Partner | Register Here |
Recorded Webinars
| Date | Topic | Presenter | Source | Link to Recording |
|---|---|---|---|---|
| 02/24/2021 | HUG Monthly Webinar - 5 Ways to Increase Download Success | Susan Ellermeier (HawkSoft), Stephen Harrington & Yesica Ayala (Cross Insurance Agency - HUG Users | HUG | View Recording Here |
| 02/23/2021 | BlueJay Reviews - Building Your Agency’s Reputation Online | Paul Moody (Business Development Manager), BlueJay | HawkSoft Partner | View Recording Here |
| 02/18/2021 | Levitate - Keep-in-Touch Marketing in the COVID Era: 10 Tactics to Grow Your Agency | Jesse Lipson (CEO) and Rachel Walter (Marketing Director) | HUG Partner | View Recording Here |
| 02/04/2021 | Policy Snapshot | Matt Brauer, (HawkSoft) Director of Strategic Accounts | HawkTalk Live | View Recording Here |
| 01/28/2021 | Renew King - How to go from reactive to proactive with your clients | Joshua Hindman, Founder | HawkSoft Partner | View Recording Here |
| 1/19/2021 | CoverWallet - Effective Outreach in a Social Distanced Market | Dr. John Wales | HUG Partner | View Recording Here |
| 01/13/2021 | HUG Monthly Webinar - QuickBooks Tips & Tricks (Desktop Version) | Debby Neff, HawkSoft | HUG | View Recording Here |
| 12/16/2020 | HUG Monthly Webinar - Accounting Year-End Prep | Crystal Erlitz, HawkSoft | HUG | View Recording Here |
| 12/09/2020 | HUG Monthly Webinar - QuickBooks Online - Tips & Tricks | Crystal Erlitz, HawkSoft Managed Services | HUG | View Recording Here |
| 11/12/2020 | Slydeck - Explore Slydeck's Customer Engagement Technology for Agents | Andy Quintana, Jason Walker | HawkSoft Partner | View Recording Here |
| 11/05/2020 | HUG Fall Workshop - Email Marketing | Kenneth Hendricks, HawkSoft & Michael Ley, HawkSoft User | HUG | View Recording Here |
| 10/29/2020 | HUG Fall Workshop - Sales Pipeline | Dirk Zeigler & George Patterson, HawkSoft Users | HUG | View Recording Here |
| 10/22/2020 | HUG Fall Workshop - The Toolbar | Steve Hooper & Corey Humrich, HawkSoft Users | HUG | View Recording Here |
| 10/15/2020 | HUG Fall Workshop - Advanced Reports - Everything You Should KNOW About Your Agency | Stephen Harrington, HawkSoft User & Sean Hawkins, HawkSoft | HUG | View Recording Here |
| 10/08/2020 | HUG Fall Workshop - Commercial Lines | Nikki Cloud, Thomas McKee, Malena Farrell (HawkSoft Users) & Cindy Frink (HawkSoft | HUG | View Recording Here |
| 10/01/2020 | HUG Fall Workshop - HawkSoft for Beginners | Christy Patterson & Sarah Blanco, HawkSoft | HUG | View Recording Here |
| 09/29/2020 | Aureus Analytics - Extending Your HawkSoft CMS with DONNA | John Crawley, owner of JCA Insurance Services, and Kenny Hendricks, HawkSoft Marketing and Business Development Coordinator | HawkSoft Partner | View Recording Here |
| 09/17/2020 | HUG Fall Workshop - TIPS & TRICKS | Kelly Endicott, HUG User & Linda Anderson, HawkSoft | HUG | View Recording Here |
| 9/10/2020 | Agency Revolution - How All Lines Insurance got more leads, more clients, and sold more policies | Joel Zwicker, Agency Revolution and Jessica Tice, All Lines Insurance | HawkSoft Partner | View Recording Here |
| 9/9/2020 | Podium - 3 Ways to Attract Leads & Increase Client Engagement | Hayley Sonntag, Podium Joseph Jenkins, Podium Matt Barber, Western States Insurance | HawkSoft Partner | View Recording Here |
| 8/19/2020 | HUG Monthly Webinar: Excess & Surplus Lines in HawkSoft | Ray Roentz, HawkSoft User | HUG | View Recording Here |
| 8/18/2020 | Mythos Technology Inc - Cyberattacks: NIST framework and what is needed to assess Cyber risks | James Laszko, CTO | Partner | View Recording Here |
| 8/13/2020 | XILO | Jon Corin, CEO of XILO | Partner | View Recording Here |
| 8/11/2020 | Connecting with Insurers through your HawkSoft System and IVANS | Cal Durland, IVANS Director | Partner | View Recording Here |
| 8/06/2020 | Agave, Insurance Payments Effortlessly - Top 5 Ways To Modernize Your Agency Cash Management Solutions & Premium Finance Program | David Takacs, Automated Installment Systems with Agave | Partner | View Recording Here |
| 8/4/2020 | Virtual Assistants and What You Need to Know! | Andy Priesman, CEO of Cover Desk and Kelsey Tenaillon, Director, Sales & Marketing | Partner | View Recording Here |
| 7/29/2020 | HUG Monthly Webinar: Unraveling Policy Company Set-Up, which results in a cleaned-up Agency Intelligence | Celia Cross, HawkSoft User | HUG | View Recording Here |
| 7/21/2020 | Semsee - Using Technology to Grow Your Small Commercial Book | Philip Charles-Pierre, CEO | Partner | View Recording Here |
| 7/14/2020 | Agentero - How to grow your agency in the digital age | Ido Deutsch, Head of Growth | Partner | View Recording Here |
| 7/9/2020 | HawkSoft Town Hall: Live from the HawkSoft Woodshop | Paul Hawkins (CEO), Sean Hawkins (VP Development), Javier Torres (PM), Ryan Reese (PO), Kenny Hendricks (Bus. Dev) | HUG / HawkSoft | View Recording Here |
| 6/25/2020 | HawkSoft Webinar: Commercial Workflows and Self-service Certificates | Chris LeJeune (Sr. Territory Manager) and Ryan Reese (Product Owner), HawkSoft | HawkSoft | View Recording Here |
| 6/24/2020 | HUG Monthly Webinar: How to Leverage HawkSoft for Employee Benefits | Lynnette Wood, HawkSoft User | HUG | Document to Read (no recording available) |
| 6/24/2020 | HawkSoft Partner Webinar: BlueJay Reviews, Tips on Collecting Online Reviews so you can Write More Policies | Paul Moody, John Tolbert, and Sean Grace, BlueJay Reviews | HawkSoft Partner | View Recording Here |
| 6/23/2020 | HawkSoft Partner Webinar: Better Agency, Hidden Automation Secrets Revealed For HawkSoft Users | Nicholas Ayers, Chief Marketing Officer, Better Agency | HawkSoft Partner | View Recording Here |
| 6/17/2020 | HawkSoft Webinar: Managed Accounting - Offload Tedius Accounting and Commission Tasks to the Pros | Crystal Erlitz, Manager of Managed Accounting, HawkSoft | HawkSoft | View Recording Here |
| 6/18/2020 | Unstoppable Profit Producers - Blueprint To Your Million Dollar Agency | Mike Stromsoe, Owner | Partner | View Recording Here |
| 6/11/2020 | HawkSoft Partner Webinar: Bridge 3.0, Communicate Your Way to More Sales & Retention | Charlie Griffin, Chief Sales Office, The Kotter Group | HawkSoft Partner | View Recording Here |
| 6/9/2020 | Agency Zoom - Sales & Marketing Automation's Impact on the Customer Journey | Kat Ternes, VP Sales & Marketing | Partner | View Recording Here |
| 6/2/2020 | Smart Financial - Staying Productive While Navigating Unprecedented Times | Andrew Rasson | Partner | Email arasson@smartfinancial.com |
| 5/28/2020 | Insurance Agent App - Why Secure Mobile Integration w/ HawkSoft is Vital to Your Agency’s Future | Matt Aaron & Kiki Johnson, Co-Founders | Partner | View Recording Here |
| 05/27/2020 | HUG Monthly Webinar: Part II Checklists in HawkSoft - Tracking & Reporting on Procedures and Production | Michelle Hancock - HawkSoft User | HUG | View Recording Here |
| 05/20/2020 | HUG Monthly Webinar: Procedure Checklists in HawkSoft | Michelle Hancock - HawkSoft User | HUG | View Recording Here |
| 5/14/2020 | InsuredMine - How Agencies are focused on Sales & Marketing Automation in 2020 | Raution Jaiswal, Co-Founder | Partner | View Recording Here |
| 5/13/2020 | ProducersXL - Best Practices for Cross Selling | Sean McBride, Field Marketing Manager | Partner | View Recording Here |
| 5/12/2020 | Rocket Referrals - How Communicating with Customers has Changed | Torey Maerz, CEO and Carl Maerz, COO | Partner | View Recording Here |
| 5/7/2020 | Podium - From Search to Sold - 100% Digitally (How to keep business coming in, when people aren't going out) | Cameron Tolman, Regional Director of Sales | Partner | View Recording Here |
| 5/5/2020 | Agency Revolution - Using Automation to Improve the Client Experience and Grow Your Agency | Jamie Trovato, Trovato & Associates Owner (and HUG Member) and Joel Zwicker, Agency Revolution Business Development Manager | Partner | View Recording Here |
| 5/1/2020 | Forge3 - 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 Business | Partner | View Recording Here |
| 4/30/2020 | Tranzpay.io - Digital Marketing.....where to start before it's too late | Skip Gilliland, VP of Marketing | Partner | View Recording Here |
| 4/29/2020 | HawkSoft Partner Webinar: Formstack Sign, Increase Productivity with HawkSoft E-Signature | Matt Brauer (Sr. Territory Manager) and Crystal Townsend (Sales Specialist), HawkSoft, and JP Peek, Formstack Sign | HawkSoft Partner | View Recording Here |
| 4/28/2020 | MarshBerry - Perpetuation or Survival? Planning in a Changing World | Wayne Walkotten, EVP | Partner | Email Jared.Roy@MarshBerry.com |
| 4/23/2020 | Aureus Analytics - Finding the Diamonds in Your Backyard | Ron Shroyer (Aureus), Frank Sentner, and Chris Paradiso (HUG Member) | Partner | View Recording Here |
| 04/22/2020 | HUG Monthly Webinar: Leveraging Text Messaging in HawkSoft | Gary Paulson, HawkSoft User | HUG | View Recording Here |
| 4/16/2020 | Levitate - How to Drive Referral Business and Improve Account Rounding | Jes Lipson, CEO and Gina Nelson, HUG member | Partner | View Recording Here |
| 4/7/2020 | Lightspeed Voice & HawkSoft | Greg McCammon - Vendor Presentation | Partner | View Recording Here |
| 4/2/2020 | ePayPolicy | Ruben Arce, Product Specialist | Partner | Not Recorded |
| 03/18/2020 | HUG Monthly Webinar: Building Your Own Templates (Correspondence Templates) | Thomas McKee, HawkSoft User | HUG | View Recording Here |
| 02/26/2020 | HUG Monthly Webinar: Time-Saving Tools That EVERYONE Should be Using in HawkSoft | Kelly Endicott, HawkSoft User | HUG | View Recording Here |
| 02/20/2020 | HawkSoft Partner Webinar: IAM, Deliver an Exceptional Mobile Experience to your Customers | Kiki Johnson (Co-founder) and Matt Aaron (Co-founder), Insurance Agent Mobile | HawkSoft Partner | View Recording Here |
| 01/16/2020 | HawkSoft / IAOA Webinar: Mythbusting Insurance Accounting (Integrated vs. Non-integrated) | Crystal Erlitz, Manager of Managed Accounting, HawkSoft | HawkSoft / IAOA | View Recording Here |
| 01/15/2020 | HUG Monthly Webinar: Rewrites & Renewals - Workflows and tips to make Agency Intelligence work for you! | George Patterson, HawkSoft User | HUG | View Recording Here |
| 12/4/2019 | HawkSoft / IAOA Webinar: Tips on Writing Farm Insurance | Jeff Joseph (VP), Mitchell-Joseph Insurance | HawkSoft / IAOA | View Recording Here |
| 11/15/2019 | HawkSoft / IAOA Webinar: Secrets of Well-Managed High-Growth Agencies | Chris LeJeune (Sr. Territory Manager) | HawkSoft / IAOA | View Recording Here |
| May 2018 | The Most Important Item to Pack in Your Skill Development Toolkit | Sheldon Snodgrass | Partner | View Recording Here |
| February 2018 | Overview of Marketing topics Chris will be teaching at the 2018 National Conference | Chris Paradiso | Partner | View Recording Here |
| November 2017 | Best Practices for Communicating with Insureds While Protecting Your Agency | Adam Kotter Kotter Group | Partner | View Recording Here |
| August 2017 | Elevating Client Relationships using a Single Question | Matthew Smith Rocket Referrals | Partner | View 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.