Embracing technology together.
Better together.
Home »
This area will only grow as HawkSoft users contribute. If you have something you’d like to contribute, please email it to . Disclaimer: the documents and files listed here were provided by HawkSoft users to share information with fellow HawkSoft users. Please read carefully and use at your own risk. Hit CTRL + F or Command + F and then type in a key word to search this this page for a specific topic.
2024
- PowerPoint – One Agent’s View – HawkSoft 6 Logs, Tags & Tasks, Michelle Hancock, PNW Insurance, 08/21/2021
- Activity Tag List Example, Michelle Hancock, PNW Insurance, 08/21/2024
- Suspense Category List Example, Michelle Hancock, PNW Insurance, 08/21/2024
- Q & A – One Agent’s View – HawkSoft 6 Migration, 06/19/2024
2023
- Client Engagement PowerPoint – Part 3, Karamarie Morton, Eastern Insuring Agency, 11/22/2023
- Client Engagement PowerPoint – Part 2, Karamarie Morton, Eastern Insuring Agency, 11/15/2023
- Client Engagement PowerPoint – Part 1, Karamarie Morton, Eastern Insuring Agency, 11/01/2023
- Commercial Lines New Business Tracking/Risk Placement Tool, Michelle Hancock, PNW Insurance, 10/18/2023
- Commercial Lines Intake, Michelle Hancock, PNW Insurance, 10/18/2023
- Commercial Lines Account Review, Michelle Hancock, PNW Insurance, 10/18/2023
- Commercial Renewal Proposal Sample, Nicole Wilson, PAC Insurance, 09/13/2023
- Commercial Intake Form Sample, Nicole Wilson, PAC Insurance, 09/13/2023
- Commercial Renewal Webinar PowerPoint, Nicole Wilson, PAC Insurance, 09/13/2023
- Commercial Renewal Process for E & S Agency Billed Policies – Nicole Wilson, PAC Insurance, 09/13/2023
- Sales Setup and Reporting Guide – Stephen Harrington-Descoteaux, Agency Performance Partners, 08/30/2023
2022
2021
2020
- Accounting Year-End Punch List—Crystal Erlitz, 12/16/2020
- Renewal Policy Quote—Bind Checklist—Nikki Cloud, 10/06/2020
- Direct Billed Renewal Policy Checklist—Nikki Cloud, 10/06/2020
- New Policy Quote—Bind Checklist—Nikki Cloud, 10/06/2020
- Bound and Completed Policy Check List—Personal and Commercial Lines—Nikki Cloud, 10/06/2020
- General Liability Class Codes for Import—Lisa Dickerson, 08/14/2020
- Work Comp Class Codes for Import—Lisa Dickerson, 08/14/2020
- How to Utilize HawkSoft for Employee Benefits—The Work Around—Lynnette Wood/Jennifer Thompson, 07/03/2020
- Workflow for Uprate Notices on Renewals—Michelle Hancock, 05/20/2020
- Workflow for Renewal Review—Michelle Hancock, 05/20/2020
- Activity Template for Renewal Review—Auto, Home, Umbrella—Michelle Hancock, 05/20/2020
- Activity Template for Premium Increase—Auto/Home—Michelle Hancock, 05/20/2020
- Database Cleanup Guide—HUG, 03/25/2020
2018
- 100 Days of Change—2018 HUG National Conference—Jennifer Thompson, 07/30/2018
- Cancel Sub Status List—Audrey Marlow, Texas Insurance Services, 07/30/2018
- Communication Menu List—Audrey Marlow, Texas Insurance Services, 07/30/2018
- Hot Button Configurations—Audrey Marlow, Texas Insurance Services, 07/30/2018
- How to Add Attachments from Multiple Policies to an Email—Jennifer Thompson, HawkSoft User Group, 07/12/2018
- Create Categories for Correspondence Templates—Jennifer Thompson, HawkSoft User Group, 07/12/2018
- Close All Client Screens at One Time—Jennifer Thompson, HawkSoft User Group, 07/12/2018
- Read All Client Activities In One Screen—Jennifer Thompson, HawkSoft User Group, 07/12/2018
Contact Us
Want to learn more about what makes HawkSoft User Group integral for insurance agencies? Contact us to find out.
Get in Touch
Get started by learning more about HawkSoft User Group.
- Fill out the form.
- Submit the form.
- We'll be in touch.
