Regional Meetings

Join us at an upcoming regional meeting!

HUG Educational Events

Home » Regional Meetings

Attend a 1-day regional meeting, and learn from HawkSoft staff and your HawkSoft peers.

We invite ALL HawkSoft users/HUG members to attend a 1-day regional meeting this Fall that has the content you’re looking for, and/or is nearby geographically to you.  Check out the agenda in each city, as each city has been customized, and built by agents in those regions.  We encourage you to register for one (or more) and benefit from:

  • Learning from experts during several sessions throughout the day (classes taught by both HawkSoft employees and HawkSoft users/agents)
  • Getting inspired to improve processes, clean data, run reports, utilize more within HawkSoft, develop workflows, and more
  • Taking part in hands-on workshops, solution circles, and panel discussions
  • Asking all your burning HawkSoft questions (some cities will have “lab” time)
  • Connecting with fellow HawkSoft users (share your knowledge, network, etc.)
  • Meeting vendors/partners/exhibitors/carriers who serve agencies like yours
Regional Meetings - HUG Fall 2022 Reginal Meetings Flier with a List of Events and Their Dates

September 9 – Orange County, CA

  • Registration Link
  • Book Room by 8/18
  • Agenda:
    • Commission Reporting for Principals
    • Data Management – create and maintain a clean database
    • Processes / Reporting (sales & retention)
    • Time Management Hacks for Account Managers/CSRs
    • What’s That??!! (HS Tools you might not be using)
    • Commercial Lines – Best Practices for Processes and Workflows
    • Commercial Lines – Building Proposals
    • Solution Circles / Q&A

September 16 – Columbus, OH

  • Registration Link
  • Book Room by 8/25
  • Agenda:
    • Data Clean Up
    • HawkSoft’s Partner API Program/Integration
    • Sales to Service (using data for reporting, upselling, etc)
    • HawkLink
    • Workflow Efficiencies
    • Panel Q&A

September 28 – Lynnwood, WA

  • Registration Link
  • Book Room by 9/13
  • Agenda:
    • Bootcamp (for Beginners) and/or HUG LAB (all levels)
    • Customer Engagement – giving your clients a reason to know, like and trust you?
    • Juggling Renewal Reviews – One Load of Laundry at a time!
    • HawkSoft’s Partner API Program/Integration
    • What’s your Why? Building Agency Culture
    • KPIs: Managing your Day and your Time
    • Building Workflows for HawkSoft
    • Solution Circles / Q&A

September 30 – Boise, ID

  • Registration link
  • Booking Room Link: Coming Soon
  • Agenda:
    • Commission Downloads & Reporting
    • Data Integrity
    • Reporting
    • HawkSoft’s Partner API Program/Integration
    • Staff Meetings & Increased Office Efficiency
    • HawkLink
    • Solution Circles / HUG Lab

October 14 – Syracuse, NY

  • Registration Link
  • Book Room by 9/13
  • Agenda:
    • HUG Lab
    • Database Clean Up/Advanced Reporting
    • HawkLink
    • Tips & Tricks
    • Disaster Recovery
    • Sales Pipeline/Agency Intelligence
    • Solution Circles

October 21 – Charlotte, NC

  • Registration Link
  • Book Room by 10/6
  • Agenda:
    • Workflow Workshop – Building Best Practices
    • HawkSoft’s Partner API Program/Integration
    • Functions in HawkSoft you may not be using, but you need to!
    • Marketing Workshop (2-hours): Marketing Your Agency Now and in the Future (Real Case Studies)
    • “Campfire” – Learning the art of telling your agency story
    • Solution Circles / Q&A
Regional Meetings - People Sitting in a Conference Area When the Lights are Off and a Display is on In Front of Them

Mark Your Calendars

Join us at the 2023 HUG National Conference in Austin/Round Rock, Texas.

Registration Coming Soon

“Whether you’re the owner of the agency or in the back office, you’re going to learn something when you show up to a HUG meeting. You’re leaving money on the table if you don’t come!” 

– Bill Quickel, Insurance Plus Agencies, Inc.