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HUG Webinars are presented by HawkSoft users, HawkSoft Staff, and our vendor partners.
Recorded Webinars
Date | Topic | Presenter | Source | Link to Recording |
---|---|---|---|---|
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 Partner | 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 Partner | View Recording Here |
09/25/2024 | Anthem Software: Insurance Agency Growth Strategy Webinar | View Recording Here | ||
09/04/2024 | ClientCircle: A leading marketing automation platform for HawkSoft users | Torey Maerz, ClientCircle CEO | HUG Partner | 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 Partner | 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 Partner | View Recording Here |
6/26/2024 | Why Medicare, How Medicare | Angie Hughes, Producers XL | HUG Partner | 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 Partner | 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 Partner | View Recording Here |
5/8/2024 | The Importance of Current Jewelry Appraisals - Now Done Remotely! | Alison McLaney & Dana Grodin, digipraise | HUG Partner | View Recording Here |
5/1/2024 | Costly Mistakes Owners Make When Hiring and How to Fix Them | Laura Hicks, SBL Consulting | HUG Partner | View Recording Here |
4/24/2024 | HawkSoft + ePayPolicy Full Integration Sneak Peek | Zach Franz, ePayPolicy | HUG Partner | View Recording Here |
3/27/2024 | Redefining Service Excellence with HawkSoft Automation | Raul Guerra, Eleviant CTG | HawkSoft Partner | View Recording Here |
3/13/2024 | Total Expert – Maximizing Lifetime Value: Engage Customers at Life’s Milestones | Ilya Filipov, Sam Thielen | HawkSoft Partner | View Recording Here |
3/6/2024 | Lightspeed & HawkSoft | Jason Tuttle | HUG Partner | 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 | View Recording Here |
12/13/2023 | HUG Monthly Webinar - 2025 National Conference Cruise Announcement | Amelia Jach | HUG | View Recording Here |
12/07/2023 | How to Manage Truckers and Cargo Policies in HawkSoft | Cindy Frink & Tiffany Brown, HawkSoft , Edgar Ortiz, HawkSoft | HawkSoft | View Recording Here |
11/22/2023 | HUG Monthly Webinar - Client Engagement - Part 3 | Karamarie Morton, HawkSoft User | HUG | View Recording Here |
11/15/2023 | HUG Monthly Webinar - Client Engagement - Part 2 | Karamarie Morton, HawkSoft User | HUG | View Recording Here |
11/01/2023 | HUG Monthly Webinar - Client Engagement - Part 1 | Karamarie Morton, HawkSoft User | HUG | View Recording Here |
10/18/2023 | HUG Monthly Webinar - Commercial Hacks | Michelle Hancock, HawkSoft User | HUG | View Recording Here |
09/13/2023 | HUG Monthly Webinar - Commercial Renewal Process for E&S, Agency Billed Policies | Nicole Wilson, HawkSoft User | HUG | View Recording Here |
08/30/2023 | HUG Monthly Webinar - Building Workflows that Increase Retention and Close the Sale | Stephen Harrington-Descoteaux, Agency Performance Partners | HUG | View Recording Here |
07/26/2023 | HUG Monthly Webinar - Self-Service Certificates | Steve Hooper, HawkSoft User | HUG | View Recording Here |
06/21/2023 | HUG Monthly Webinar - Using the HawkSoft Data Importer | Stuart Berg & Linda Anderson, HawkSoft | HUG | View Recording Here |
03/15/2023 | HUG Monthly Webinar - Staff Meetings - Empower Your Employees | Brent Thurman, HawkSoft User & Stephen Harrington-Descoteaux (Agency Performance Partners) | HUG | View Recording Here |
03/09/2023 | How Technology is Changing Insurance in 2023 | ePayPolicy & HawkSoft | HawkSoft Partner | View Recording Here |
02/22/2023 | HUG Monthly Webinar - A Peculiar Policy Type | George Patterson, HawkSoft User | HUG | View Recording Here |
02/01/2023 | HUG Monthly Webinar - Advanced Agency Intelligence & Accountability with Team Members | Kirk Chester, HawkSoft User | HUG | View Recording Here |
01/18/2023 | How To Grow Your Agency with Virtual Assistants | HUG Partner, Elevate Teams | HUG Partner | Coming Soon |
12/08/2022 | HawkTalk Live - Panel Discussion - Mergers & Acquisitions | Scott Howell, Colleen Wood, HawkSoft Users & Noemi Rodriguez, Tiffany Brown, HawkSoft | HawkSoft | View Recording Here |
12/14/2022 | HUG Monthly Webinar - Renewal Reviews | Taylor Wood, HawkSoft User | HUG | View Recording Here |
12/07/2022 | Leveraging Savvital's Virtual Professionals | Troy Thompson, Savvital and Dan Sage, HawkSoft User | Hug Partner | View Recording Here |
11/30/2022 | Insurance Technology as Apps | Michael Lebor, InsuranceGIG | HUG Partner | View Recording Here |
11/16/2022 | HUG Monthly Webinar - Log Note and Suspense Rules | Niki Henley, HawkSoft User | HUG | View Recording Here |
11/08/2022 | PartnerTalk Live - Using Automation to Round Out Accounts with Live Insurance | Mark Chibbaro, Melanie Rosenthal, BackNine Insurance & Kenny Hendricks, HawkSoft | HawkSoft Partner | View Recording Here |
11/04/2022 | HawkTalk Live Errors and Omissions | Linda Anderson, HawkSoft and Ashley Fitzsimmons, Ohio Insurance Agents Association | HawkSoft | View Recording Here |
10/19/2022 | HUG Monthly Webinar - HawkLink for Google Chrome | HUG | HUG | View Recording Here |
10/06/2022 | Tips & Tricks: Correspondence Templates, Activity Reports, Log Notes, Submission Tracking | HawkSoft | HawkSoft | View Recording Here |
09/21/2022 | HUG Monthly Webinar - Certificate Tidbits | Malena Farrell, HawkSoft User | HUG | View Recording Here |
09/01/2022 | Tips & Tricks: Reporting/Data Replace | HawkSoft | HawkSoft | View Recording Here |
08/17/2022 | HUG Monthly Webinar - Linking Client Files | Steve Hooper, HawkSoft User | HUG | View Recording Here |
07/27/2022 | HUG Monthly Webinar - Combining and Separating Client Files | John Barnes, HawkSoft | HUG | View Recording Here |
07/26/2022 | Recession-Proof Your Agency with Rocket Referrals and HawkSoft | Torey Maerz, Rocket Referrals and Rushang Shah, HawkSoft | HawkSoft | View Recording Here |
07/07/2022 | HawkTalk Live - Texting | Ken Scheel, HawkSoft | HawkSoft | View Recording Here |
06/30/2022 | HawkSoft E-Signature Summer Webinar Series – Introduction to HawkSoft E-Signature | Crystal Townsend, HawkSoft | HawkSoft | View Recording Here |
6/29/2022 | HUG Monthly Webinar - Creating Custom Text Message Templates in HawkSoft | Gary Paulson, HUG Member | HUG | View Recording Here |
06/02/2022 | HawkTalk Live - Farms & HawkSoft’s Farm Module | Matt Brauer, HawkSoft & Jeff Joseph, HawkSoft User | HawkSoft | View Recording Here |
5/5/2022 | HawkTalk Live – Tips & Tricks: Customized Lists & Suspense Categories | Linda Anderson, HawkSoft & Peggy Corbett, Agency Transformation | HawkSoft | View Recording Here |
4/27/2022 | HUG Monthly Webinar - How to Correct Common Accounting Problems | Debby Neff, HawkSoft | HUG | View Recording Here |
4/7/2022 | HawkTalk Live – HawkLink for Google Chrome | Chris LeJeune and Jerry Fox, HawkSoft | HawkSoft | View Recording Here |
4/6/2022 | The Loss Run Pros | Brendan Corr, LRP | HUG Partner | No Recording; View Information Here |
3/30/2022 | HawkLink to Imperial PFS (IPFS): The Premium Finance Connection | Russ Bigwood, IPFS, and Kenny Hendricks, HawkSoft | HUG Partner | View Recording Here |
3/23/2022 | PartnerTalk Live with vipHomeLink | Geoff Martin, vipHomeLink and Kenny Hendricks, HawkSoft | HawkSoft Partner | View Recording Here |
3/23/2022 | HUG Monthly Webinar – Client Tags | Christina Bernard, HUG Member & Linda Anderson, HawkSoft | HUG | View Recording Here |
3/03/2022 | Data Clean Up Hawk Talk Live | Stephen Harrington, HUG Member, and Laura Hastrich, HawkSoft | HawkSoft | View Recording Here |
3/02/2022 | Leads as a Marketing Tool & Best Practices for Success | Kelsey Storer, QuoteWizard | HUG Partner | View Recording Here |
3/02/2022 | HUG Monthly Webinar – Linking Activity Logs | Pat Lamb, HUG Member | HUG | View Recording Here |
2/09/2022 | Marketing Automation for HawkSoft Users HUG Partner Webinar (by Pathway) | Luke Tosic, Pathway | HUG Partner | Coming Soon |
2/3/2022 | HawkTalk Live: Reporting: Agency Intelligence, Sales & Retention Webinar | Mathew Brauer & Emmanuel Osuyah | HawkSoft | View Recording Here |
2/2/2022 | How to Write Your Local City or County Government’s Insurance | Bob & Carson Saville | HUG Partner | View Recording Here |
1/26/2022 | HUG Monthly Webinar - Do Your Policy/Company Setup Right | Malena Farrell, HUG Member | HUG | View Recording Here |
1/06/2022 | HawkTalk Live: Carrier Client Files & Download | Linda Anderson & Kelly Endicott | HawkSoft | View Recording Here |
12/15/2021 | HUG Monthly Webinar - 6 Micro Tips | Jennifer Thompson | HUG | View Recording Here |
12/02/2021 | HawkTalk Live: HawkSoft 6 Update | Sean Hawkins and Matt Aman | HawkSoft | View Recording Here |
11/30/2021 | HUG Monthly Webinar - HUG Snippet- Agency Announcements | Pat Lamb, HUG Member | HUG | View Recording Here |
11/4/2021 | HawkTalk Live: Accounting Tips | HawkSoft | HawkSoft | View Recording Here |
10/14/2021 | HawkTalk Live: Tips & Tricks – Part II | Linda Anderson and Peggy Corbett | HawkSoft | View Recording Here |
9/29/2021 | HUG Monthly Webinar - HawkSoft Carrier Efficiency | Rodney Cook, HUG Member | HUG | View Recording Here |
9/20/2021 | HawkSoft 6/Cloud Update | Sean Hawkins, Rushang Shah, Kenny Hendricks (HawkSoft) | HawkSoft | View Recording Here |
8/25/2021 | HUG Monthly Webinar - Use Your Own Icons for Hot Buttons | George Patterson, HUG Member | HUG | View Recording Here |
8/10/2021 | Using HawkSoft to Power Automated Marketing | Joel Zwicker (Agency Revolution) | HawkSoft Partner | View Recording Here |
8/05/2021 | HawkTalk Live: Errors and Omissions, Oh My! | Linda Anderson (HawkSoft) and Judy Sivy (OIA) | HawkSoft | View Recording Here |
7/28/2021 | HUG Monthly Webinar - Working Documents in HawkSoft | Stephen Harrington, HawkSoft User | HUG | View Recording Here |
7/13/2021 | Go Full Circle with Lifecycle Automation | AgencyZoom & HawkSoft Customers | HawkSoft Partner | View Recording Here |
7/01/2021 | HawkTalk Live: Agent Portal - Access Client Data from Web Browser | Paul Moyes & Ryan Reese | HawkSoft | View Recording Here |
6/23/2021 | HUG Monthly Webinar - Customize Your Toolbar with Hot Buttons | Sarah Ferguson, HawkSoft User | HUG | View Recording Here |
6/17/2021 | Whose Data is it Anyway? | Mike Stansbury, Elite Insurance; Rushang Shah, HawkSoft; Delin Shen, Cincinnati Insurance | HawkSoft & ACT | View Recording Here |
6/08/2021 | Levitate - Break Through the Clutter, Keep in Touch with Levitate | Jesse Lipson, Levitate | HawkSoft Partner | View Recording Here |
6/08/2021 | Canopy Connect - The Fastest Way to Collect Insurance Information | Tolga Tezel & Robert Boerrigter with HUG member, Pat Lamb | HUG Partner | View Recording Here |
6/03/2021 | HawkTalk Live: Tour of the NEW Help System! | Kaylind Shields & Dion Innes, HawkSoft | HawkSoft | View Recording Here |
5/27/2021 | See HawkSoft E-Signature in Action | Crystal Townsend, HawkSoft & Gabe Caldwell, Formstack | HawkSoft & Partner | View Recording Here |
5/11/2021 | HawkTalk Live: HawkSoft Tips & Tricks | Linda Anderson & Peggy Corbett | HawkSoft | View Recording Here |
5/06/2021 | Spring Workshop - The Owner's Suite | Paul Hawkins, Sean Hawkins, HawkSoft | HUG | View Recording Here |
5/05/2021 | Spring Workshop - Reports | Kelly Endicott & Michael Ley, HawkSoft Users | HUG | View Recording Here |
4/28/2021 | Spring Workshop - Pipeline Management | Jenn Sevilla, HawkSoft User & Matt Brauer, HawkSoft | HUG | View Recording Here |
4/21/2021 | Spring Workshop - Commission Tracking | Daniel Dye & Paul Connell, HawkSoft Users | HUG | View Recording Here |
4/21/2021 | Grow your agency with Rocket Referrals and Sidecar for HawkSoft | Torey Maerz (Rocket Referrals) & Kenny Hendricks (HawkSoft) | HawkSoft Partner | View Recording Here |
4/14/2021 | Spring Workshop - Commercial Lines Panel Discussion / Q&A | Agents/HawkSoft Users: Mike Tonsetic, Shanda Krieger, Emmanuel Osuyahe, Steven Kramer | HUG | View Recording Here |
4/07/2021 | HUG Spring Workshop - HawkSoft Tidbits (aka Tips & Tricks) | Jackie Bauman, HawkSoft User & Linda Anderson, HawkSoft | HUG | View Recording Here |
4/01/2021 | HawkTalk Live: HawkLink - conquering carrier websites | Chris LeJeune & Darrin DeFouw | HawkSoft | View Recording Here |
3/31/2021 | HUG Spring Workshop - HawkSoft for Beginners | Christy Patterson & Noemi Rodriguez, HawkSoft | HUG | View Recording Here |
3/30/2021 | Social Media / BlueJay Reviews | Paul Moody | HawkSoft Partner | View Recording Here |
3/04/2021 | Database Cleanup Workshop - Session 1 | Stephen Harrington (Cross Insurance) | HUG | View Recording Here |
3/11/2021 | Database Cleanup Workshop - Session 2 | Stephen Harrington (Cross Insurance) | HUG | View Recording Here |
3/18/2021 | Database Cleanup Workshop - Session 3 | Stephen Harrington (Cross Insurance) | HUG | View Recording Here |
3/16/2021 | Semsee - Now is the Time to Grow Your Small Commercial Book – Semsee HawkSoft Integration | Philip Charles-Pierre, CEO and Emmeline Reed, Manager - Business Operations | HawkSoft Partner | View Recording Here |
3/09/2021 | HawkLink for Google Chrome | Darrin DeFouw, Sr. Product Owner; Jerry Fox, VP of Carrier Relations; and Rushang Shah, Chief Marketing Officer | HawkSoft | View Recording Here |
3/04/2021 | HawkTalk Live: Dotting the I's of Being Independent | Matt Brauer, (HawkSoft) Director of Strategic Accounts and George Robertson, (Robertson Consulting) President | HawkSoft | View Recording Here |
3/02/2021 | Canopy Connect - How to Collect Dec Pages in 1 Click With Real Customer Examples (Demo) | Tolga Tezel (CEO) & Robert Boerrigter (Sales & BD) | HUG Partner | View Recording Here |
2/24/2021 | HUG Monthly Webinar - 5 Ways to Increase Download Success | Susan Ellermeier (HawkSoft), Stephen Harrington & Yesica Ayala (Cross Insurance Agency - HUG Users | HUG | View Recording Here |
2/23/2021 | BlueJay Reviews - Building Your Agency’s Reputation Online | Paul Moody (Business Development Manager), BlueJay | HawkSoft Partner | View Recording Here |
2/18/2021 | Levitate - Keep-in-Touch Marketing in the COVID Era: 10 Tactics to Grow Your Agency | Jesse Lipson (CEO) and Rachel Walter (Marketing Director) | HUG Partner | View Recording Here |
2/04/2021 | HawkTalk Live: Policy Snapshot | Matt Brauer, (HawkSoft) Director of Strategic Accounts | HawkSoft | View Recording Here |
1/28/2021 | Renew King - How to go from reactive to proactive with your clients | Joshua Hindman, Founder | HawkSoft Partner | View Recording Here |
1/19/2021 | CoverWallet - Effective Outreach in a Social Distanced Market | Dr. John Wales | HUG Partner | View Recording Here |
1/13/2021 | HUG Monthly Webinar - QuickBooks Tips & Tricks (Desktop Version) | Debby Neff, HawkSoft | HUG | View Recording Here |
12/16/2020 | HUG Monthly Webinar - Accounting Year-End Prep | Crystal Erlitz, HawkSoft | HUG | View Recording Here |
12/09/2020 | HUG Monthly Webinar - QuickBooks Online - Tips & Tricks | Crystal Erlitz, HawkSoft Managed Services | HUG | View Recording Here |
11/05/2020 | HUG Fall Workshop - Email Marketing | Kenneth Hendricks, HawkSoft & Michael Ley, HawkSoft User | HUG | View Recording Here |
10/29/2020 | HUG Fall Workshop - Sales Pipeline | Dirk Zeigler & George Patterson, HawkSoft Users | HUG | View Recording Here |
10/22/2020 | HUG Fall Workshop - The Toolbar | Steve Hooper & Corey Humrich, HawkSoft Users | HUG | View Recording Here |
10/15/2020 | HUG Fall Workshop - Advanced Reports - Everything You Should KNOW About Your Agency | Stephen Harrington, HawkSoft User & Sean Hawkins, HawkSoft | HUG | View Recording Here |
10/08/2020 | HUG Fall Workshop - Commercial Lines | Nikki Cloud, Thomas McKee, Malena Farrell (HawkSoft Users) & Cindy Frink (HawkSoft | HUG | View Recording Here |
10/01/2020 | HUG Fall Workshop - HawkSoft for Beginners | Christy Patterson & Sarah Blanco, HawkSoft | HUG | View Recording Here |
9/29/2020 | Aureus Analytics - Extending Your HawkSoft CMS with DONNA | John Crawley, owner of JCA Insurance Services, and Kenny Hendricks, HawkSoft Marketing and Business Development Coordinator | HawkSoft Partner | View Recording Here |
9/17/2020 | HUG Fall Workshop - TIPS & TRICKS | Kelly Endicott, HUG User & Linda Anderson, HawkSoft | HUG | View Recording Here |
9/10/2020 | Agency Revolution - How All Lines Insurance got more leads, more clients, and sold more policies | Joel Zwicker, Agency Revolution and Jessica Tice, All Lines Insurance | HawkSoft Partner | View Recording Here |
9/9/2020 | Podium - 3 Ways to Attract Leads & Increase Client Engagement | Hayley Sonntag, Podium Joseph Jenkins, Podium Matt Barber, Western States Insurance | HawkSoft Partner | View Recording Here |
8/19/2020 | HUG Monthly Webinar: Excess & Surplus Lines in HawkSoft | Ray Roentz, HawkSoft User | HUG | View Recording Here |
8/18/2020 | Mythos Technology Inc - Cyberattacks: NIST framework and what is needed to assess Cyber risks | James Laszko, CTO | Partner | View Recording Here |
8/13/2020 | XILO | Jon Corin, CEO of XILO | Partner | View Recording Here |
8/11/2020 | Connecting with Insurers through your HawkSoft System and IVANS | Cal Durland, IVANS Director | Partner | View Recording Here |
8/06/2020 | Agave, Insurance Payments Effortlessly - Top 5 Ways To Modernize Your Agency Cash Management Solutions & Premium Finance Program | David Takacs, Automated Installment Systems with Agave | Partner | View Recording Here |
8/4/2020 | Virtual Assistants and What You Need to Know! | Andy Priesman, CEO of Cover Desk and Kelsey Tenaillon, Director, Sales & Marketing | Partner | View Recording Here |
7/29/2020 | HUG Monthly Webinar: Unraveling Policy Company Set-Up, which results in a cleaned-up Agency Intelligence | Celia Cross, HawkSoft User | HUG | View Recording Here |
7/21/2020 | Semsee - Using Technology to Grow Your Small Commercial Book | Philip Charles-Pierre, CEO | Partner | View Recording Here |
7/14/2020 | Agentero - How to grow your agency in the digital age | Ido Deutsch, Head of Growth | Partner | View Recording Here |
7/9/2020 | HawkSoft Town Hall: Live from the HawkSoft Woodshop | Paul Hawkins (CEO), Sean Hawkins (VP Development), Javier Torres (PM), Ryan Reese (PO), Kenny Hendricks (Bus. Dev) | HUG / HawkSoft | View Recording Here |
6/25/2020 | HawkSoft Webinar: Commercial Workflows and Self-service Certificates | Chris LeJeune (Sr. Territory Manager) and Ryan Reese (Product Owner), HawkSoft | HawkSoft | View Recording Here |
6/24/2020 | HUG Monthly Webinar: How to Leverage HawkSoft for Employee Benefits | Lynnette Wood, HawkSoft User | HUG | Document to Read (no recording available) |
6/24/2020 | HawkSoft Partner Webinar: BlueJay Reviews, Tips on Collecting Online Reviews so you can Write More Policies | Paul Moody, John Tolbert, and Sean Grace, BlueJay Reviews | HawkSoft Partner | View Recording Here |
6/17/2020 | HawkSoft Webinar: Managed Accounting - Offload Tedius Accounting and Commission Tasks to the Pros | Crystal Erlitz, Manager of Managed Accounting, HawkSoft | HawkSoft | View Recording Here |
6/18/2020 | Unstoppable Profit Producers - Blueprint To Your Million Dollar Agency | Mike Stromsoe, Owner | Partner | View Recording Here |
6/11/2020 | HawkSoft Partner Webinar: Bridge 3.0, Communicate Your Way to More Sales & Retention | Charlie Griffin, Chief Sales Office, The Kotter Group | HawkSoft Partner | View Recording Here |
6/9/2020 | Agency Zoom - Sales & Marketing Automation's Impact on the Customer Journey | Kat Ternes, VP Sales & Marketing | Partner | View Recording Here |
6/2/2020 | Smart Financial - Staying Productive While Navigating Unprecedented Times | Andrew Rasson | Partner | Email arasson@smartfinancial.com |
5/28/2020 | Insurance Agent App - Why Secure Mobile Integration w/ HawkSoft is Vital to Your Agency’s Future | Matt Aaron & Kiki Johnson, Co-Founders | Partner | View Recording Here |
05/27/2020 | HUG Monthly Webinar: Part II Checklists in HawkSoft - Tracking & Reporting on Procedures and Production | Michelle Hancock - HawkSoft User | HUG | View Recording Here |
05/20/2020 | HUG Monthly Webinar: Procedure Checklists in HawkSoft | Michelle Hancock - HawkSoft User | HUG | View Recording Here |
5/14/2020 | InsuredMine - How Agencies are focused on Sales & Marketing Automation in 2020 | Raution Jaiswal, Co-Founder | Partner | View Recording Here |
5/13/2020 | ProducersXL - Best Practices for Cross Selling | Sean McBride, Field Marketing Manager | Partner | View Recording Here |
5/12/2020 | Rocket Referrals - How Communicating with Customers has Changed | Torey Maerz, CEO and Carl Maerz, COO | Partner | View Recording Here |
5/7/2020 | Podium - From Search to Sold - 100% Digitally (How to keep business coming in, when people aren't going out) | Cameron Tolman, Regional Director of Sales | Partner | View Recording Here |
5/5/2020 | Agency Revolution - Using Automation to Improve the Client Experience and Grow Your Agency | Jamie Trovato, Trovato & Associates Owner (and HUG Member) and Joel Zwicker, Agency Revolution Business Development Manager | Partner | View Recording Here |
5/1/2020 | Forge3 - 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 Business | Partner | View Recording Here |
4/30/2020 | Tranzpay.io - Digital Marketing.....where to start before it's too late | Skip Gilliland, VP of Marketing | Partner | View Recording Here |
4/29/2020 | HawkSoft Partner Webinar: Formstack Sign, Increase Productivity with HawkSoft E-Signature | Matt Brauer (Sr. Territory Manager) and Crystal Townsend (Sales Specialist), HawkSoft, and JP Peek, Formstack Sign | HawkSoft Partner | View Recording Here |
4/28/2020 | MarshBerry - Perpetuation or Survival? Planning in a Changing World | Wayne Walkotten, EVP | Partner | Email Jared.Roy@MarshBerry.com |
4/23/2020 | Aureus Analytics - Finding the Diamonds in Your Backyard | Ron Shroyer (Aureus), Frank Sentner, and Chris Paradiso (HUG Member) | Partner | View Recording Here |
04/22/2020 | HUG Monthly Webinar: Leveraging Text Messaging in HawkSoft | Gary Paulson, HawkSoft User | HUG | View Recording Here |
4/16/2020 | Levitate - How to Drive Referral Business and Improve Account Rounding | Jes Lipson, CEO and Gina Nelson, HUG member | Partner | View Recording Here |
4/7/2020 | Lightspeed Voice & HawkSoft | Greg McCammon - Vendor Presentation | Partner | View Recording Here |
4/2/2020 | ePayPolicy | Ruben Arce, Product Specialist | Partner | Not Recorded |
03/18/2020 | HUG Monthly Webinar: Building Your Own Templates (Correspondence Templates) | Thomas McKee, HawkSoft User | HUG | View Recording Here |
02/26/2020 | HUG Monthly Webinar: Time-Saving Tools That EVERYONE Should be Using in HawkSoft | Kelly Endicott, HawkSoft User | HUG | View Recording Here |
02/20/2020 | HawkSoft Partner Webinar: IAM, Deliver an Exceptional Mobile Experience to your Customers | Kiki Johnson (Co-founder) and Matt Aaron (Co-founder), Insurance Agent Mobile | HawkSoft Partner | View Recording Here |
01/16/2020 | HawkSoft / IAOA Webinar: Mythbusting Insurance Accounting (Integrated vs. Non-integrated) | Crystal Erlitz, Manager of Managed Accounting, HawkSoft | HawkSoft / IAOA | View Recording Here |
01/15/2020 | HUG Monthly Webinar: Rewrites & Renewals - Workflows and tips to make Agency Intelligence work for you! | George Patterson, HawkSoft User | HUG | View Recording Here |
12/4/2019 | HawkSoft / IAOA Webinar: Tips on Writing Farm Insurance | Jeff Joseph (VP), Mitchell-Joseph Insurance | HawkSoft / IAOA | View Recording Here |
11/15/2019 | HawkSoft / IAOA Webinar: Secrets of Well-Managed High-Growth Agencies | Chris LeJeune (Sr. Territory Manager) | HawkSoft / IAOA | View Recording Here |
May 2018 | The Most Important Item to Pack in Your Skill Development Toolkit | Sheldon Snodgrass | Partner | View Recording Here |
February 2018 | Overview of Marketing topics Chris will be teaching at the 2018 National Conference | Chris Paradiso | Partner | View Recording Here |
November 2017 | Best Practices for Communicating with Insureds While Protecting Your Agency | Adam Kotter Kotter Group | Partner | View Recording Here |
August 2017 | Elevating Client Relationships using a Single Question | Matthew Smith Rocket Referrals | Partner | View Recording Here |
August 2017 | Elevating Client Relationships using a Single Question | Matthew Smith Rocket Referrals | Partner | View Recording Here |