Check out our meeting agenda!
Wednesday, April 3
1:00 – 5:00pm – Golf Tournament (priced/sponsored separately from general admission ticket. Click if you are interested:
https://forms.gle/yDHwsxy8NTFzMS3P8
6:30 – 8:30pm – Opening Evening Reception (included with general conference admission ticket, but guests require a ticket)
Thursday, April 4
8:00 – 9:15am – Registration, Breakfast, Exhibit Hall Open
9:30 – 9:50am – Welcome, Color Guard & Announcements
10:00 – 11:00am – Breakout Sessions
- Artificial Intelligence/ChatGPT 101
- Commercial Lines – Workflow, Submissions, ACORD forms
- HawkSoft 6 – Accounting
- Power Hour for Advanced Users (Panel)
- Profitability & Retention
- Agency Growth in a Hard Market
- HawkSoft 6 Basics (in the Lab)
11:15am – 12:15pm General Session/Keynote Speaker – Alan Stein. Raise Your Game: How to Maximize Your Individual Performance, Contribution and Significance.
12:15 – 1:45pm – Lunch and Exhibit Hall Open
1:45 – 2:45pm – Breakout Sessions
- HawkSoft 6 – Download
- HawkSoft 5 – Accounting
- VA Panel
- Choosing Vendor Solution Partners
- HawkSoft 6 – Tasks
- Anatomy of a Sale
3:00 – 4:00pm – Breakout Sessions
- Artificial Intelligence 201
- HawkSoft 5 – Tips & Tricks
- Agency Acquisitions & Perpetuation
- Website Optimization
- HawkSoft 6 – Commissions
- HawkSoft 5/6 – Certificates of Insurance
4:15 – 5:15 pm – General Session – HawkSoft 6
5:15 – 6:15 pm – Cocktail Reception and Exhibit Hall Open
Friday, April 5
8:00 – 9:15am – Breakfast and Exhibit Hall Open
9:30 – 10:30am – General Session
- Finding Wins in a Hard Market (An Unprecedented Opportunity)
- Campfire; A Framework to Share Your Stories
10:45 – 11:45am – Breakout Sessions
- HawkSoft 6 – Reporting
- HawkSoft 6 – Tips & Tricks
- Platinum Sponsor Forum
- HawkSoft 5 – Commissions
- Efficiency
- Video Proposals
- HawkSoft 6 Basics (in the Lab)
11:45am – 12:30pm – Solution Circles in Exhibit Hall
- VAs – Effective Workflows
- Personal Lines – Retention
- Commercial Lines – Retention
- Personal Lines – CSR Problem Solving
- Commercial Lines – Certificates of Insurance
- Tech Stack – Automation
- Tech Stack – Artificial Intelligence
- Networking – Reciprocal Relationship
- HawkSoft 6 – Preparing for Migration
- HawkSoft 6 – Post Migration
- Agency Clusters – Pros & Cons
- Owner’s Circle – 1-15 users
- Owner’s Circle – 15+ users
- Reporting – Management Reports for Increasing Efficiency
- Reporting – Tracking Your Book
12:30 – 1:45pm – Lunch and last chance to visit with Exhibitors
1:45 – 2:45pm – Breakout Sessions
- HawkLink
- HawkSoft Correspondence Templates
- HawkSoft 6 – Activity Tags
- HawkSoft 5 – Reporting
- Additional Revenue Streams
- Automation
3:00 – 4:00pm – Breakout Sessions
- Recruiting
- HawkSoft 6 – Reporting (REPEAT)
- HawkSoft 6 – Trust Accounting/Integration
- CSR – Day in the Life
- Mental Health Panel
- HawkSoft 6 – Tasks (REPEAT)
4:15 – 5:15pm – General Session – Future of HawkSoft
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