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Learn something new every month.
HUG Webinars are presented by HawkSoft users, HawkSoft Staff, and our vendor partners.
Recorded Webinars
| Date | Topic | Presenter | Source | Link to Recording |
|---|---|---|---|---|
| 03/25/2026 | Elevate Teams: How Virtual Assistants Can Transform Your Agency | Dominic Picirillo & Cari Gelber | HUG Sponsor | View Recording Here |
| 01/21/2026 | History Meets Data: Get to Know Historical Reporting in HawkSoft | Sean Hawkins & Ryan Reese, HawkSoft | HUG/Hawksoft | View Recording Here |
| 12/10/2025 | SALT: Why Data Intake Takes Too Long - And What Top Agencies Are Doing About It | Dustin Parker | HUG Sponsor | View Recording Here |
| 11/12/2025 | Growth.Insure: Hiring Virtual Services Risk Free | Kiran Sathaye, Devyani Patankar | HUG Sponsor | View Recording Here |
| 11/05/2025 | Digipraise: A Remote Jewelry Appraisal Solution: Protect Clients, Prevent Gaps, and Strengthen Retention | Alison McLaney & Dana Grodin | HUG Sponsor | View Recording Here |
| 10/29/2025 | Virtual Intelligence: The 5 P's of Agency Success | Jason Cass & Michael Cruz | HUG Sponsor | View Recording Here |
| 10/01/2025 | Jump Suit Group: Unlock Growth with HawkSoft: Integrated Websites, Lead Generation & Automated Cross Selling | Scott Smith | HUG Sponsor | View Recording Here Passcode: 4+.e1ibS |
| 09/24/2025 | Canopy Connect: Fix Your Quoting Process: A Modern Approach to Intake | Ray Huang | HUG Sponsor | View Recording Here |
| 09/11/2025 | Moving from a local server to HawkSoft 6 | Sean Hawkins, Matt Amans, Rushang Shah | HawkSoft | View Recording Here |
| 09/10/2025 | Anthem: Find, Sell & Keep | Eric Maybaum | HUG Sponsor | Coming Soon |
| 08/27/2025 | Oakstreet Funding: Agency Growth Through M & A with Oak Street Funding | Jason Gaskell | HUG Sponsor | View Recording Here |
| 08/13/2025 | Lift Local: Quote More. Retain More | James Amezcya | HUG Sponsor | View Recording Here |
| 08/07/2025 | HawkSoft 6: What's Fresh, What's Familiar and What's Fueling Calls | Javier Torres | HUG/HawkSoft | View Recording Here |
| 08/06/2025 | Elevate Teams: Streamline your Workflow - How Virtual Assistants Can Transform Your Agency | Dominic Piccirillo | HUG Sponsor | View Recording Here |
| 07/30/2025 | Angela Adams Consulting: Beyond the Busywork: Smarter Growth for Today's Insurance Agency | Angela Bunch & Candis Aubrey | HUG Sponsor | View Recording Here |
| 07/22/2025 | ACORD Form Defaults in HawkSoft 6 | Brian Hawthorne | HUG/HawkSoft | View Recording Here |
| 07/16/2025 | Lightspeed Voice: Empower Your Agency: Harnessing AI with Lightspeed Voice & HawkSoft | Casey Cooney | HUG Sponsor | View Recording Here |
| 07/09/2025 | Cover Desk - Providing Solutions for HawkSoft Agencies | Andy Priesman | HUG Sponsor | View Recording Here |
| 06/25/2025 | Ivans Exchange: Exclusive Webinar for HawkSoft Users | Brian Marable, Stephanie McCombs | HUG Sponsor | View Recording Here |
| 06/11/2025 | UPP: Build Bigger, Faster: The Buy & Build Agency Strategy | Mike Stromsoe | HUG Sponsor | View Recording Here |
| 06/04/2025 | mPoweredIT: The Latest Developments in Cybersecurity | John Mamon | HUG Sponsor | View Recording Here |
| 05/28/2025 | Lava Automation: From Whiteboard to Workflow: Map & Automate Your Client Journey | John Lares | HUG Sponsor | View Recording Here |
| 05/14/2025 | Adapt: Eliminating Busywork with Servicing Automation | Jacob Simon | HUG Sponsor | View Recording Here |
| 05/07/2025 | growth.insure: HawkSoft Integrated VA / Backoffice Service with HawkSoft-Knowledgeable Remote Staff – No waiting period. See how it works! | Kiran Sathaye | HUG Sponsor | View Recording Here |
| 04/02/2025 | ePayPolicy: ePay and Hawksoft's 2-Way Integration | Zac Franz | HUG Sponsor | View Recording Here |
| 03/19/2025 | HawkSoft 6 User Management & Permissions | Ashley Goins, HawkSoft | HUG/HawkSoft | View Recording Here |
| 03/12/2025 | Milly Books: A HawkSoft User's Guide to (Free) Book of Business Valuations | Adam Bowe | HUG Sponsor | View Recording Here |
| 03/05/2025 | Ascend: Making Agency Bill as Easy as Direct Bill | Nia Casso | HUG Sponsor | View Recording Here |
| 02/26/2025 | Insursync: Automate Your Personal Lines Renewal Process and Boost Retention with Insursync | Steve Richter & Vladimir Peck | HUG Sponsor | View Recording Here |
| 02/05/2025 | Mivation: Transforming the Producer Commission Process through Automation, Transparency and Motivation | Seth Preus | HUG Sponsor | View Recording Here |
| 01/29/2025 | Deep Vector: Leveraging Technology to Drive Efficiency and Growth in Insurance Agencies | Scott Knowles | HUG Sponsor | View Recording Here Passcode: yT=?5N1u |
| 01/23/2025 | HawkSoft 6 Agency Data Security | Sean Hawkins & Matt Aman, HawkSoft | HawkSoft/HUG | View Recording Here |
| 01/22/2025 | Canopy Connect: Accelerate Insurance Data Intake for Faster, More Accurate Quotes | Casey Armstrong, Rob Bowen, Brent Thurman, Austin Panter | HUG Sponsor | View Recording Here |
| 01/09/2025 | HawkSoft 6 General Q&A | Sean Hawkins, Paul Hawkins | HawkSoft/HUG | View Recording Here |
| 01/08/2025 | Agile Cap: Cracking The Code - How Lenders Assess Your Ability to Borrow Money | Peter Friedman | HUG Sponsor | View Recording Here |
| 12/17/2024 | HawkSoft 6 Activity Tags & Attachments | Brian Hawthorne, HawkSoft | HawkSoft/HUG | View Recording Here |
| 12/10/2024 | HawkSoft 6 Tasks & Logs | Linda Anderson, Brian Hawthorne, HawkSoft | HawkSoft/HUG | View Recording Here |
| 12/05/2024 | HawkSoft 6 Reporting | Sean Hawkins - HawkSoft | HawkSoft/HUG | View Recording Here |
| 11/19/2024 | HawkSoft 6 Trust Accounting | Angie Nice, Sara Blanco | HawkSoft/HUG | View Recording Here |
| 11/14/2024 | HawkSoft 6 Commissions | Angie Nice, Sarah Blanco, Britnee Blanco - HawkSoft | HawkSoft/HUG | View Recording Here |
| 10/09/2024 | GloveBox: Maximize Growth: Leverage Every Stage of the Customer Lifecycle | Sean Mulhern and Adam Casinelli | HUG Sponsor | View Recording Here |
| 10/02/2024 | Elevate Teams: Streamline Your Workflow: How Virtual Assistants Can Transform Your Agency | Dominic Piccirillo, Melissa Rivera, and Rob Bowen | HUG Sponsor | View Recording Here |
| 09/25/2024 | Anthem Software: Insurance Agency Growth Strategy Webinar | Adam DeGraide | HUG Sponsor | View Recording Here |
| 09/04/2024 | ClientCircle: A leading marketing automation platform for HawkSoft users | Torey Maerz, ClientCircle CEO | HUG Sponsor | View Recording Here |
| 08/21/2024 | One Agent's View: HawkSoft 6 Logs, Tags & Tasks | Michelle Hancock, HawkSoft User | HUG | View Recording Here |
| 08/07/2024 | Fact or Friction: Reduced the Resistance in Your Quoting Process | Ray Huang, Canopy Connect | HUG Sponsor | View Recording Here |
| 07/25/2024 | Conference/Cruise Q & A | Amelia Jach, HUG Executive Administrator | HUG | View Recording Here |
| 7/10/2024 | Get Social, Stay Social with Little Dog Social Media | Heather Nicholson, Little Dog Social Media | HUG Sponsor | View Recording Here |
| 6/26/2024 | Why Medicare, How Medicare | Angie Hughes, Producers XL | HUG Sponsor | View Recording Here |
| 6/19/2024 | One Agent's View - HawkSoft 6 Migration | Michelle Hancock, HawkSoft User | HUG | View Recording Here |
| 6/12/2024 | Deliver a Great Customer Experience & Close More Deals | Zac Pines, Formstack | HUG Sponsor | View Recording Here |
| 5/29/2024 | HawkSoft + Agency Revolution: All you need for your best marketing ever! | Jason Walker, Dave Morton, Stefanie Altman, Agency Revolution | HUG Sponsor | View Recording Here |
| 5/8/2024 | The Importance of Current Jewelry Appraisals - Now Done Remotely! | Alison McLaney & Dana Grodin, digipraise | HUG Sponsor | View Recording Here |
| 5/1/2024 | Costly Mistakes Owners Make When Hiring and How to Fix Them | Laura Hicks, SBL Consulting | HUG Sponsor | View Recording Here |
| 4/24/2024 | HawkSoft + ePayPolicy Full Integration Sneak Peek | Zach Franz, ePayPolicy | HUG Sponsor | View Recording Here |
| 3/27/2024 | Redefining Service Excellence with HawkSoft Automation | Raul Guerra, Eleviant CTG | HawkSoft Former Partner | View Recording Here |
| 3/13/2024 | Total Expert – Maximizing Lifetime Value: Engage Customers at Life’s Milestones | Ilya Filipov, Sam Thielen | HawkSoft Former Partner | View Recording Here |
| 3/6/2024 | Lightspeed & HawkSoft | Jason Tuttle | HUG Sponsor | View Recording Here |
| 2/21/2024 | Hawksoft + Semsee: How to Write More Small Commercial | Zack Yurch, Gregory Baker | HawkSoft Partner | View Recording Here |
| 1/10/2024 | 8 Things You can Delegate to Your Virtual Assistant in HawkSoft | Dominic Piccirillo, Co-Founder of Elevate Teams | HUG Sponsor | View Recording Here |
Webinar Vault
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Legacy Webinar Vault
