Regional Meetings

Join us at an upcoming regional meeting!

HUG Educational Events

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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
Salt Lake City, Utah

Thursday, September 7

Hotel (SLC Marriott University Park) (book by Aug. 23)

Booking LinkRegister Today
Cleveland, Ohio

Thursday, September 21

Hotel (Aloft Cleveland Downtown) (book by Sept. 5)

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Milwaukee, Wisconsin

Thursday, September 28

Hotel (Milwaukee Marriott Downtown) (book by Sept. 13)

Booking LinkRegister Today
Schaumburg/Chicago, Illinois

Tuesday, October 3

Meeting Location
Handzel & Associates – 1590 Wilkening Rd, Schaumburg, IL 60173
Hotel (Country Inn & Suites by Radisson Schaumburg) (book by Sept. 18)

Booking LinkRegister Today
Orlando, Florida

Thursday, October 12

Hotel (Rosen Shingle Creek) (book by Sept. 11)

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Long Beach, California

Thursday, October 26

Hotel (Hyatt Regency Long Beach) (book by Oct. 3)

Booking LinkRegister Today
Meeting Agenda
  • 8-9am – Coffee & Bagels with Exhibitors & HUG LAB time (get 1:1 help)
  • 9am – Welcome/Kick-off
  • 9:10am-12pm – All Things HawkSoft 6
    • Cloud Infrastructure
    • New UIs (Home Screens with Scheduled Items then Commercial Screens)
    • Policy
    • Logs
    • Activity Tags / Activity Report
    • Tasks / Tasks Center
    • Reports
    • Accounting (Void Process only)
    • Downloads
    • Carrier Setup
    • Migration
  • 12-12:15pm – Exhibitor introductions
  • 12:15-1:30pm – Lunch with Exhibitors
  • 1:30-2:15pm – Improving Retention using your HawkSoft system. Let us show you how to use the capabilities within HawkSoft to achieve your retention goals (reports, download setup, remarketing, etc.)
  • 2:15-2:45pm – HawkLink – a Powerful Exporting Tool – reclaim your time!
  • 2:45-3pm – Break
  • 3-3:30pm – Reporting (monthly and year-end preparation)
  • 3:30-4pm – Commissions in HawkSoft; and Learn about additional Accounting Services offered at HawkSoft
  • 4-5pm – Solution Circles (multiple topics/choices – coming soon – you will vote!)
  • 5-6pm – Happy Hour / Farewells
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

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2024 Conference Registration

“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.