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Recorded Webinars Archive

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HUG Webinars are presented by HawkSoft users, HawkSoft Staff, and our vendor partners.

Recorded Webinars

DateTopicPresenterSourceLink to Recording
11/12/2025Growth.Insure: Hiring Virtual Services Risk FreeKiran Sathaye, Devyani PatankarHUG SponsorView Recording Here
11/05/2025Digipraise: A Remote Jewelry Appraisal Solution: Protect Clients, Prevent Gaps, and Strengthen RetentionAlison McLaney & Dana GrodinHUG SponsorView Recording Here
10/29/2025Virtual Intelligence: The 5 P's of Agency SuccessJason Cass & Michael CruzHUG SponsorView Recording Here
10/01/2025Jump Suit Group: Unlock Growth with HawkSoft: Integrated Websites, Lead Generation & Automated Cross SellingScott SmithHUG SponsorView Recording Here
Passcode:
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09/24/2025Canopy Connect: Fix Your Quoting Process: A Modern Approach to IntakeRay HuangHUG SponsorView Recording Here
09/11/2025Moving from a local server to HawkSoft 6Sean Hawkins, Matt Amans, Rushang ShahHawkSoftView Recording Here
09/10/2025Anthem: Find, Sell & KeepEric MaybaumHUG SponsorComing Soon
08/27/2025Oakstreet Funding: Agency Growth Through M & A with Oak Street FundingJason GaskellHUG Partner View Recording Here
08/13/2025Lift Local: Quote More. Retain MoreJames AmezcyaHUG PartnerView Recording Here
08/07/2025HawkSoft 6: What's Fresh, What's Familiar and What's Fueling CallsJavier TorresHUG/HawkSoftView Recording Here
08/06/2025Elevate Teams: Streamline your Workflow - How Virtual Assistants Can Transform Your AgencyDominic PiccirilloHUG PartnerView Recording Here
07/30/2025Angela Adams Consulting: Beyond the Busywork: Smarter Growth for Today's Insurance AgencyAngela Bunch & Candis AubreyHUG PartnerView Recording Here
07/22/2025ACORD Form Defaults in HawkSoft 6Brian HawthorneHUG/HawkSoftView Recording Here
07/16/2025Lightspeed Voice: Empower Your Agency: Harnessing AI with Lightspeed Voice & HawkSoftCasey CooneyHUG PartnerView Recording Here
07/09/2025Cover Desk - Providing Solutions for HawkSoft AgenciesAndy PriesmanHUG PartnerView Recording Here
06/25/2025Ivans Exchange: Exclusive Webinar for HawkSoft UsersBrian Marable, Stephanie McCombsHUG PartnerView Recording Here
06/11/2025UPP: Build Bigger, Faster: The Buy & Build Agency Strategy Mike StromsoeHUG PartnerView Recording Here
06/04/2025mPoweredIT: The Latest Developments in Cybersecurity John MamonHUG PartnerView Recording Here
05/28/2025Lava Automation: From Whiteboard to Workflow: Map & Automate Your Client Journey John LaresHUG PartnerView Recording Here
05/14/2025Adapt: Eliminating Busywork with Servicing AutomationJacob SimonHUG PartnerView Recording Here
05/07/2025growth.insure: HawkSoft Integrated VA / Backoffice Service with HawkSoft-Knowledgeable Remote Staff – No waiting period. See how it works!Kiran SathayeHUG PartnerView Recording Here
04/02/2025ePayPolicy: ePay and Hawksoft's 2-Way IntegrationZac FranzHUG PartnerView Recording Here
03/19/2025HawkSoft 6 User Management & PermissionsAshley Goins, HawkSoftHUG/HawkSoftView Recording Here
03/12/2025Milly Books: A HawkSoft User's Guide to (Free) Book of Business ValuationsAdam BoweHUG PartnerView Recording Here
03/05/2025Ascend: Making Agency Bill as Easy as Direct Bill Nia CassoHUG PartnerView Recording Here
02/26/2025Insursync: Automate Your Personal Lines Renewal Process and Boost Retention with Insursync Steve Richter & Vladimir PeckHUG PartnerView Recording Here
02/05/2025Mivation: Transforming the Producer Commission Process through Automation, Transparency and MotivationSeth PreusHUG PartnerView Recording Here
01/29/2025Deep Vector: Leveraging Technology to Drive Efficiency and Growth in Insurance AgenciesScott KnowlesHUG PartnerView Recording Here
Passcode:
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01/23/2025HawkSoft 6 Agency Data SecuritySean Hawkins & Matt Aman, HawkSoftHawkSoft/HUGView Recording Here
01/22/2025Canopy Connect: Accelerate Insurance Data Intake for Faster, More Accurate QuotesCasey Armstrong, Rob Bowen, Brent Thurman, Austin PanterHUG PartnerView Recording Here
01/09/2025HawkSoft 6 General Q&ASean Hawkins, Paul HawkinsHawkSoft/HUGView Recording Here
01/08/25Agile Cap: Cracking The Code - How Lenders Assess Your Ability to Borrow MoneyPeter FriedmanHUG PartnerView Recording Here
12/17/24HawkSoft 6 Activity Tags & AttachmentsBrian Hawthorne, HawkSoftHawkSoft/HUGView Recording Here
12/10/2024HawkSoft 6 Tasks & LogsLinda Anderson, Brian Hawthorne, HawkSoftHawkSoft/HUGView Recording Here
12/05/2024HawkSoft 6 ReportingSean Hawkins - HawkSoftHawkSoft/HUGView Recording Here
11/19/2024HawkSoft 6 Trust AccountingAngie Nice, Sara BlancoHawkSoft/HUGView Recording Here
11/14/2024HawkSoft 6 CommissionsAngie Nice, Sarah Blanco, Britnee Blanco - HawkSoftHawkSoft/HUGView Recording Here
10/09/2024GloveBox: Maximize Growth: Leverage Every Stage of the Customer LifecycleSean Mulhern and Adam CasinelliHUG PartnerView Recording Here
10/02/2024Elevate Teams: Streamline Your Workflow: How Virtual Assistants Can Transform Your AgencyDominic Piccirillo, Melissa Rivera, and Rob BowenHUG PartnerView Recording Here
09/25/2024Anthem Software: Insurance Agency Growth Strategy WebinarAdam DeGraideHUG PartnerView Recording Here
09/04/2024ClientCircle: A leading marketing automation platform for HawkSoft usersTorey Maerz, ClientCircle CEOHUG PartnerView Recording Here
08/21/2024One Agent's View: HawkSoft 6 Logs, Tags & TasksMichelle Hancock, HawkSoft UserHUGView Recording Here
08/07/2024Fact or Friction: Reduced the Resistance in Your Quoting ProcessRay Huang, Canopy ConnectHUG PartnerView Recording Here
07/25/2024Conference/Cruise Q & AAmelia Jach, HUG Executive AdministratorHUGView Recording Here
7/10/2024Get Social, Stay Social with Little Dog Social MediaHeather Nicholson, Little Dog Social MediaHUG PartnerView Recording Here
6/26/2024Why Medicare, How MedicareAngie Hughes, Producers XLHUG PartnerView Recording Here
6/19/2024One Agent's View - HawkSoft 6 MigrationMichelle Hancock, HawkSoft UserHUGView Recording Here
6/12/2024Deliver a Great Customer Experience & Close More DealsZac Pines, FormstackHUG PartnerView Recording Here
5/29/2024HawkSoft + Agency Revolution: All you need for your best marketing ever!Jason Walker, Dave Morton, Stefanie Altman, Agency RevolutionHUG PartnerView Recording Here
5/8/2024The Importance of Current Jewelry Appraisals - Now Done Remotely!Alison McLaney & Dana Grodin, digipraiseHUG PartnerView Recording Here
5/1/2024Costly Mistakes Owners Make When Hiring and How to Fix ThemLaura Hicks, SBL ConsultingHUG PartnerView Recording Here
4/24/2024HawkSoft + ePayPolicy Full Integration Sneak PeekZach Franz, ePayPolicyHUG PartnerView Recording Here
3/27/2024Redefining Service Excellence with HawkSoft AutomationRaul Guerra, Eleviant CTGHawkSoft PartnerView Recording Here
3/13/2024Total Expert – Maximizing Lifetime Value: Engage Customers at Life’s MilestonesIlya Filipov, Sam ThielenHawkSoft PartnerView Recording Here
3/6/2024Lightspeed & HawkSoftJason TuttleHUG PartnerView Recording Here
2/21/2024Hawksoft + Semsee: How to Write More Small CommercialZack Yurch, Gregory BakerHawkSoft PartnerView Recording Here
1/10/20248 Things You can Delegate to Your Virtual Assistant in HawkSoftDominic Piccirillo, Co-Founder of Elevate TeamsHUG PartnerView Recording Here
12/13/2023
HUG 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
01/18/2023How To Grow Your Agency with Virtual AssistantsHUG Partner, Elevate TeamsHUG PartnerComing Soon
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
12/07/2022Leveraging Savvital's Virtual ProfessionalsTroy Thompson, Savvital and Dan Sage, HawkSoft UserHUG PartnerView 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
3/02/2022Leads as a Marketing Tool & Best Practices for SuccessKelsey Storer, QuoteWizardHUG PartnerView 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
3/30/2021Social Media / BlueJay ReviewsPaul MoodyHawkSoft PartnerView 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
2/23/2021BlueJay Reviews - Building Your Agency’s Reputation OnlinePaul Moody (Business Development Manager), BlueJayHawkSoft PartnerView 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
1/28/2021Renew King - How to go from reactive to proactive with your clientsJoshua Hindman, FounderHawkSoft PartnerView Recording Here
1/19/2021CoverWallet - Effective Outreach in a Social Distanced MarketDr. John WalesHUG PartnerView 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
7/14/2020Agentero - How to grow your agency in the digital age
Ido Deutsch, Head of GrowthHUG 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)
6/24/2020HawkSoft Partner Webinar: BlueJay Reviews, Tips on Collecting Online Reviews so you can Write More PoliciesPaul Moody, John Tolbert, and Sean Grace, BlueJay ReviewsHawkSoft PartnerView Recording Here
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
6/2/2020Smart Financial - Staying Productive While Navigating Unprecedented TimesAndrew RassonHUG PartnerEmail arasson@smartfinancial.com
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
May 2018The Most Important Item to Pack in Your Skill Development ToolkitSheldon SnodgrassHUG PartnerView Recording Here
February 2018Overview of Marketing topics Chris will be teaching at the 2018 National ConferenceChris ParadisoHUG PartnerView Recording Here
November 2017Best Practices for Communicating with Insureds While Protecting Your AgencyAdam Kotter
Kotter Group		HUG PartnerView Recording Here

Recorded Webinars Archive - Portrait of a Young Smiling Business Woman Using Her Laptop While Sitting and Working Inside a Modern Cafe

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