Check out our meeting agenda!
Wednesday, May 11
6:30-8:30pm Opening Evening Reception
Thursday, May 12
8:00-9:30 Registration, Breakfast, and Exhibit Hall Open
9:45-11:00 Welcome, Keynote (Embracing Change), and HawkSoft Cloud
11:15-12:15 60-Min Breakout Sessions:
- Build Your Own Workflow Workshop
- Accounting (Beginner) – Trust Accounting & QuickBooks Desktop
- Is a network good for my agency?
- Bootcamp 1
- Community Engagement/Marketing
- Tips & Tricks – Admin (Intermediate level)
12:15-1:45 Lunch and Exhibit Hall Open
2:00-3:00 60-Min Breakout Sessions:
- Optimizing Workflows for CL/PL
- Accounting (Advanced) – Trust Accounting & QuickBooks Desktop
- Advanced Reporting/Database Cleanup
- Sales & Retention Report: Your Agency’s Low Hanging Fruit (Intermediate level)
- Bootcamp 2
- Tips & Tricks – User (Beginner level)
3:15-3:45 30-Min Breakout Sessions:
- Snippets (linking logs, pencil, working documents, attaching multiple documents to an email)
- Cyber Security in Your Agency
- Commission Reconciliation – Download & Tips/Tricks
- ACORD 129/130/137 – Commercial Auto and Work Comp
- Carrier Download – IVANS Exchange (ICE) + Download Rules
- Company/Policy Setup
4:00-5:00 Solution Circles, Round 1 (choose a topic, join the group to discuss):
- Marketing
- CSR
- Owner
- Accounting
- Managers
- Development Wishlist
- Virtual Assistants
- On-Boarding/Remote
Friday, May 13
8:00 – 9:30 Breakfast and Exhibit Hall Open
9:45 – 10:45 60-Min Breakout Sessions:
- Advanced Reports/Data Cleanup 2
- Accounting (Beginner) – Trust Accounting & QuickBooks Online
- Work Comp Sales – Driving a Wedge Between You and Your Competition
- Agency Succession
- Vendor Presentations, Round 1 (10 vendors, 1 room, 5 Minutes Each)
- HawkLink
11:00 – 12:00 60-Min Breakout Sessions:
- Advanced Management Reports – Daily, Weekly, Monthly
- Accounting (Advanced) – Trust Accounting & QuickBooks Online
- Vendor Presentations, Round 2 (10 vendors, 1 room, 5 Minutes Each)
- Employee Benefits
- Advanced Agency Intelligence & Accountability with Team Members
- ACORD 25/28 – Certificates and Evidence of Insurance
12:00 – 1:30 Lunch and Exhibit Hall Open
1:45 – 2:45 General Session – HawkSoft & the Industry
3:00 – 3:30 30-Min Breakout Sessions:
- Commission Reconciliation – Importing Commission Statements
- Sell Cyber Insurance
- Snippet – Combining/Separating Client Files
- Proposals/Data Merge
- ACORD 125, 126, 140 – Commercial Package
- More on HawkSoft, in the Cloud
3:45 – 4:45 Solution Circles, Round 2 (choose a topic, join the group to discuss):
- Marketing
- CSR
- Owner
- Accounting
- Managers
- Development Wishlist
- Virtual Assistants
- On-Boarding/Remote
4:45 Conference closes, ENJOY Orlando!
Saturday, May 14
AUGIE Group Meeting
Date: Saturday, May 14th
Event: Face to Face AUGIE Group meeting, after the Hawksoft User Group Conference, Orlando, FL
Time: 9:00AM – 1:00PM Eeastern Time
Location: Rosen Centre Hotel (room TBA)
Agenda: Introduction to AUGIE Group, Hot topics, emerging technology, and Workstorm, agency management system panel.
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