Legacy Webinar Vault

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Legacy Webinar Vault

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The webinars in this vault are more than two years old, but we’ve kept them available because they still offer helpful information and practical tips. While some details may have changed, these recordings remain a great resource for learning and reference.

Recorded Webinars

DateTopicPresenterSourceLink to Recording
12/13/2023HUG Monthly Webinar - 2025 National Conference Cruise AnnouncementAmelia JachHUGView Recording Here
12/07/2023How to Manage Truckers and Cargo Policies in HawkSoft Cindy Frink & Tiffany Brown, HawkSoft , Edgar Ortiz, HawkSoftHawkSoftView Recording Here
11/22/2023HUG Monthly Webinar - Client Engagement - Part 3Karamarie Morton, HawkSoft UserHUGView Recording Here
11/15/2023HUG Monthly Webinar - Client Engagement - Part 2Karamarie Morton, HawkSoft UserHUGView Recording Here
11/01/2023HUG Monthly Webinar - Client Engagement - Part 1Karamarie Morton, HawkSoft UserHUGView Recording Here
10/18/2023HUG Monthly Webinar - Commercial HacksMichelle Hancock, HawkSoft UserHUGView Recording Here
09/13/2023HUG Monthly Webinar - Commercial Renewal Process for E&S, Agency Billed PoliciesNicole Wilson, HawkSoft UserHUGView Recording Here
08/30/2023HUG Monthly Webinar - Building Workflows that Increase Retention and Close the SaleStephen Harrington-Descoteaux, Agency Performance PartnersHUGView Recording Here
07/26/2023HUG Monthly Webinar - Self-Service CertificatesSteve Hooper, HawkSoft UserHUGView Recording Here
06/21/2023HUG Monthly Webinar - Using the HawkSoft Data ImporterStuart Berg & Linda Anderson, HawkSoftHUGView Recording Here
03/15/2023HUG Monthly Webinar - Staff Meetings - Empower Your EmployeesBrent Thurman, HawkSoft User & Stephen Harrington-Descoteaux (Agency Performance Partners)HUGView Recording Here
03/09/2023How Technology is Changing Insurance in 2023ePayPolicy & HawkSoftHawkSoft PartnerView Recording Here
02/22/2023HUG Monthly Webinar - A Peculiar Policy TypeGeorge Patterson, HawkSoft UserHUGView Recording Here
02/01/2023HUG Monthly Webinar - Advanced Agency Intelligence & Accountability with Team MembersKirk Chester, HawkSoft UserHUGView Recording Here
12/08/2022HawkTalk Live - Panel Discussion - Mergers & AcquisitionsScott Howell, Colleen Wood, HawkSoft Users & Noemi Rodriguez, Tiffany Brown, HawkSoftHawkSoftView Recording Here
12/14/2022HUG Monthly Webinar - Renewal ReviewsTaylor Wood, HawkSoft UserHUGView Recording Here
11/30/2022Insurance Technology as AppsMichael Lebor, InsuranceGIGHUG PartnerView Recording Here
11/16/2022HUG Monthly Webinar - Log Note and Suspense RulesNiki Henley, HawkSoft UserHUGView Recording Here
11/08/2022PartnerTalk Live - Using Automation to Round Out Accounts with Live InsuranceMark Chibbaro, Melanie Rosenthal, BackNine Insurance & Kenny Hendricks, HawkSoftHawkSoft PartnerView Recording Here
11/04/2022HawkTalk Live Errors and OmissionsLinda Anderson, HawkSoft and Ashley Fitzsimmons, Ohio Insurance Agents AssociationHawkSoftView Recording Here
10/19/2022HUG Monthly Webinar - HawkLink for Google ChromeHUGHUGView Recording Here
10/06/2022Tips & Tricks: Correspondence Templates, Activity Reports, Log Notes, Submission TrackingHawkSoftHawkSoftView Recording Here
09/21/2022HUG Monthly Webinar - Certificate TidbitsMalena Farrell, HawkSoft UserHUGView Recording Here
09/01/2022Tips & Tricks: Reporting/Data ReplaceHawkSoftHawkSoftView Recording Here
08/17/2022HUG Monthly Webinar - Linking Client FilesSteve Hooper, HawkSoft UserHUGView Recording Here
07/27/2022HUG Monthly Webinar - Combining and Separating Client FilesJohn Barnes, HawkSoftHUGView Recording Here
07/26/2022Recession-Proof Your Agency with Rocket Referrals and HawkSoftTorey Maerz, Rocket Referrals and Rushang Shah, HawkSoftHawkSoftView Recording Here
07/07/2022HawkTalk Live - TextingKen Scheel, HawkSoftHawkSoftView Recording Here
06/30/2022HawkSoft E-Signature Summer Webinar Series – Introduction to HawkSoft E-SignatureCrystal Townsend, HawkSoftHawkSoftView Recording Here
6/29/2022HUG Monthly Webinar - Creating Custom Text Message Templates in HawkSoftGary Paulson, HUG MemberHUGView Recording Here
06/02/2022HawkTalk Live - Farms & HawkSoft’s Farm ModuleMatt Brauer, HawkSoft & Jeff Joseph, HawkSoft UserHawkSoftView Recording Here
5/5/2022HawkTalk Live – Tips & Tricks: Customized Lists & Suspense CategoriesLinda Anderson, HawkSoft & Peggy Corbett, Agency TransformationHawkSoftView Recording Here
4/27/2022HUG Monthly Webinar - How to Correct Common Accounting ProblemsDebby Neff, HawkSoftHUGView Recording Here
4/7/2022HawkTalk Live – HawkLink for Google ChromeChris LeJeune and Jerry Fox, HawkSoftHawkSoftView Recording Here
4/6/2022The Loss Run ProsBrendan Corr, LRPHUG PartnerNo Recording; View Information Here
3/30/2022HawkLink to Imperial PFS (IPFS):
The Premium Finance Connection		Russ Bigwood, IPFS, and Kenny Hendricks, HawkSoftHUG PartnerView Recording Here
3/23/2022PartnerTalk Live with vipHomeLinkGeoff Martin, vipHomeLink and Kenny Hendricks, HawkSoftHawkSoft PartnerView Recording Here
3/23/2022HUG Monthly Webinar – Client TagsChristina Bernard, HUG Member & Linda Anderson, HawkSoftHUGView Recording Here
3/03/2022Data Clean Up Hawk Talk LiveStephen Harrington, HUG Member, and Laura Hastrich, HawkSoftHawkSoftView Recording Here
3/02/2022HUG Monthly Webinar – Linking Activity LogsPat Lamb, HUG MemberHUGView Recording Here
2/3/2022HawkTalk Live: Reporting: Agency Intelligence, Sales & Retention WebinarMathew Brauer & Emmanuel OsuyahHawkSoftView Recording Here
2/2/2022How to Write Your Local City or County Government’s InsuranceBob & Carson SavilleHUG PartnerView Recording Here
1/26/2022HUG Monthly Webinar - Do Your Policy/Company Setup RightMalena Farrell, HUG MemberHUGView Recording Here
1/06/2022HawkTalk Live: Carrier Client Files & DownloadLinda Anderson & Kelly EndicottHawkSoftView Recording Here
12/15/2021HUG Monthly Webinar - 6 Micro TipsJennifer ThompsonHUGView Recording Here
12/02/2021HawkTalk Live: HawkSoft 6 UpdateSean Hawkins and Matt AmanHawkSoftView Recording Here
11/30/2021HUG Monthly Webinar - HUG Snippet- Agency AnnouncementsPat Lamb, HUG MemberHUGView Recording Here
11/4/2021HawkTalk Live: Accounting TipsHawkSoftHawkSoftView Recording Here
10/14/2021 HawkTalk Live: Tips & Tricks – Part IILinda Anderson and Peggy CorbettHawkSoftView Recording Here
9/29/2021HUG Monthly Webinar - HawkSoft Carrier EfficiencyRodney Cook, HUG MemberHUGView Recording Here
9/20/2021HawkSoft 6/Cloud UpdateSean Hawkins, Rushang Shah, Kenny Hendricks (HawkSoft)HawkSoftView Recording Here
8/25/2021HUG Monthly Webinar - Use Your Own Icons for Hot ButtonsGeorge Patterson, HUG MemberHUGView Recording Here
8/10/2021Using HawkSoft to Power Automated MarketingJoel Zwicker (Agency Revolution)HawkSoft PartnerView Recording Here
8/05/2021HawkTalk Live: Errors and Omissions, Oh My!Linda Anderson (HawkSoft) and Judy Sivy (OIA)HawkSoftView Recording Here
7/28/2021HUG Monthly Webinar - Working Documents in HawkSoftStephen Harrington, HawkSoft UserHUGView Recording Here
7/13/2021Go Full Circle with Lifecycle AutomationAgencyZoom & HawkSoft CustomersHawkSoft PartnerView Recording Here
7/01/2021HawkTalk Live: Agent Portal - Access Client Data from Web BrowserPaul Moyes & Ryan ReeseHawkSoftView Recording Here
6/23/2021HUG Monthly Webinar - Customize Your Toolbar with Hot ButtonsSarah Ferguson, HawkSoft UserHUGView Recording Here
6/17/2021Whose Data is it Anyway?Mike Stansbury, Elite Insurance; Rushang Shah, HawkSoft;
Delin Shen, Cincinnati Insurance		HawkSoft & ACTView Recording Here
6/08/2021Levitate - Break Through the Clutter, Keep in Touch with Levitate

Jesse Lipson, LevitateHawkSoft PartnerView Recording Here
6/08/2021Canopy Connect - The Fastest Way to Collect Insurance InformationTolga Tezel & Robert Boerrigter with HUG member, Pat LambHUG PartnerView Recording Here
6/03/2021HawkTalk Live: Tour of the NEW Help System!Kaylind Shields & Dion Innes, HawkSoftHawkSoftView Recording Here
5/27/2021See HawkSoft E-Signature in ActionCrystal Townsend, HawkSoft & Gabe Caldwell, FormstackHawkSoft & PartnerView Recording Here
5/11/2021HawkTalk Live: HawkSoft Tips & TricksLinda Anderson & Peggy CorbettHawkSoftView Recording Here
5/06/2021Spring Workshop - The Owner's SuitePaul Hawkins, Sean Hawkins, HawkSoftHUGView Recording Here
5/05/2021Spring Workshop - ReportsKelly Endicott & Michael Ley, HawkSoft UsersHUGView Recording Here
4/28/2021Spring Workshop - Pipeline ManagementJenn Sevilla, HawkSoft User & Matt Brauer, HawkSoftHUGView Recording Here
4/21/2021Spring Workshop - Commission TrackingDaniel Dye & Paul Connell, HawkSoft UsersHUGView Recording Here
4/21/2021Grow your agency with Rocket Referrals and Sidecar for HawkSoftTorey Maerz (Rocket Referrals) & Kenny Hendricks (HawkSoft)HawkSoft PartnerView Recording Here
4/14/2021Spring Workshop - Commercial Lines Panel Discussion / Q&AAgents/HawkSoft Users: Mike Tonsetic, Shanda Krieger, Emmanuel Osuyahe, Steven Kramer HUGView Recording Here
4/07/2021HUG Spring Workshop - HawkSoft Tidbits (aka Tips & Tricks)Jackie Bauman, HawkSoft User & Linda Anderson, HawkSoftHUGView Recording Here
4/01/2021HawkTalk Live: HawkLink - conquering carrier websitesChris LeJeune & Darrin DeFouwHawkSoftView Recording Here
3/31/2021HUG Spring Workshop - HawkSoft for BeginnersChristy Patterson & Noemi Rodriguez, HawkSoftHUGView Recording Here
3/04/2021Database Cleanup Workshop - Session 1 Stephen Harrington (Cross Insurance)HUGView Recording Here
3/11/2021Database Cleanup Workshop - Session 2Stephen Harrington (Cross Insurance)HUGView Recording Here
3/18/2021Database Cleanup Workshop - Session 3Stephen Harrington (Cross Insurance)HUGView Recording Here
3/16/2021Semsee - Now is the Time to Grow Your Small Commercial Book – Semsee HawkSoft IntegrationPhilip Charles-Pierre, CEO and Emmeline Reed, Manager - Business OperationsHawkSoft PartnerView Recording Here
3/09/2021HawkLink for Google ChromeDarrin DeFouw, Sr. Product Owner; Jerry Fox,
VP of Carrier Relations; and Rushang Shah, Chief Marketing Officer		HawkSoftView Recording Here
3/04/2021HawkTalk Live: Dotting the I's of Being IndependentMatt Brauer, (HawkSoft) Director of Strategic Accounts and George Robertson, (Robertson Consulting) PresidentHawkSoftView Recording Here
3/02/2021Canopy Connect - How to Collect Dec Pages in 1 Click With Real Customer Examples (Demo)Tolga Tezel (CEO) & Robert Boerrigter (Sales & BD)HUG PartnerView Recording Here
2/24/2021HUG Monthly Webinar - 5 Ways to Increase Download SuccessSusan Ellermeier (HawkSoft), Stephen Harrington & Yesica Ayala (Cross Insurance Agency - HUG UsersHUGView Recording Here
2/18/2021Levitate - Keep-in-Touch Marketing in the COVID Era: 10 Tactics to Grow Your AgencyJesse Lipson (CEO) and Rachel Walter (Marketing Director)HUG PartnerView Recording Here
2/04/2021HawkTalk Live: Policy SnapshotMatt Brauer, (HawkSoft) Director of Strategic AccountsHawkSoftView Recording Here
1/13/2021HUG Monthly Webinar - QuickBooks Tips & Tricks (Desktop Version)Debby Neff, HawkSoftHUGView Recording Here
12/16/2020HUG Monthly Webinar - Accounting Year-End PrepCrystal Erlitz, HawkSoftHUGView Recording Here
12/09/2020HUG Monthly Webinar - QuickBooks Online - Tips & TricksCrystal Erlitz, HawkSoft Managed ServicesHUGView Recording Here
11/05/2020HUG Fall Workshop - Email MarketingKenneth Hendricks, HawkSoft & Michael Ley, HawkSoft UserHUGView Recording Here
10/29/2020HUG Fall Workshop - Sales PipelineDirk Zeigler & George Patterson, HawkSoft UsersHUGView Recording Here
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
9/29/2020Aureus Analytics - Extending Your HawkSoft CMS with DONNAJohn Crawley, owner of JCA Insurance Services, and Kenny Hendricks, HawkSoft Marketing and Business Development CoordinatorHawkSoft PartnerView Recording Here
9/17/2020HUG 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, CTOHUG PartnerView Recording Here
8/13/2020XILOJon Corin, CEO of XILOHUG PartnerView Recording Here
6/9/2020Agency Zoom - Sales & Marketing Automation's Impact on the Customer JourneyKat Ternes, VP Sales & MarketingHUG PartnerView Recording Here
8/11/2020Connecting with Insurers through your HawkSoft System and IVANSCal Durland, IVANS DirectorHUG PartnerView 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 AgaveHUG PartnerView Recording Here
8/4/2020Virtual Assistants and What You Need to Know!
Andy Priesman, CEO of Cover Desk and Kelsey Tenaillon, Director, Sales & Marketing
HUG 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, CEOHUG PartnerView 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)
6/17/2020HawkSoft 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, OwnerHUG PartnerView 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
5/28/2020Insurance Agent App - Why Secure Mobile Integration w/ HawkSoft is Vital to Your Agency’s FutureMatt Aaron & Kiki Johnson, Co-FoundersHUG PartnerView 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-FounderHUG PartnerView Recording Here
5/13/2020ProducersXL - Best Practices for Cross SellingSean McBride, Field Marketing ManagerHUG PartnerView Recording Here
5/12/2020Rocket Referrals - How Communicating with Customers has ChangedTorey Maerz, CEO and Carl Maerz, COOHUG PartnerView 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 SalesHUG PartnerView 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		HUG 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 BusinessHUG PartnerView Recording Here
4/30/2020Tranzpay.io - Digital Marketing.....where to start before it's too lateSkip Gilliland, VP of MarketingHUG PartnerView 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
4/23/2020Aureus Analytics - Finding the Diamonds in Your BackyardRon Shroyer (Aureus), Frank Sentner, and Chris Paradiso (HUG Member)HUG PartnerView Recording Here
4/28/2020MarshBerry - Perpetuation or Survival? Planning in a Changing WorldWayne Walkotten, EVPHUG PartnerEmail
Jared.Roy@MarshBerry.com
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 memberHUG PartnerView Recording Here
4/7/2020Lightspeed Voice & HawkSoftGreg McCammon - Vendor PresentationHUG PartnerView Recording Here
4/2/2020ePayPolicyRuben Arce, Product SpecialistHUG PartnerNot 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
November 2017Best Practices for Communicating with Insureds While Protecting Your AgencyAdam Kotter
Kotter Group		HUG PartnerView Recording Here
Regional Meetings - Group at Conference Table Discussing Presentation

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