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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
Vail, Colorado

Owner’s Retreat (Not Regional Meeting)
September 26-28

Hotel Booking
Register Today
Philadelphia, Pennsylvania

Thursday, September 5

Hotel Booking
Register Today
Canby, Oregon

Thursday, October 3

Hotel Booking
Register Today
Arlington, Texas

Thursday, October 17

Hotel Booking
Register Today
Newport Beach, California

Thursday, October 24

Hotel Booking
Register Today
Atlanta, Georgia

Tuesday, October 29

Hotel Booking
Register Today
St. Petersburg/Tampa, Florida

Thursday, November 7

Hotel Booking
Register Today
Meeting Agenda

*All content related to HawkSoft will be presented in HawkSoft 6. Agencies on HawkSoft 5 and 6 are both encouraged to attend to see the latest updates and workflows in the new version.

  • 8:00-9:00am  –  Coffee & Bagels – Exhibitor Time
  • 9:00-9:10am  –  Welcome/Kick-off
  • 9:10-11:00am  –  Tasks & Activity Tags*
  • 11:00 -11:10am  –  Break
  • 11:10am-12pm  –  Trust Accounting*
  • 12:00-12:15pm  –  Exhibitor introductions
  • 12:15-1:30pm  –  Lunch with Exhibitors
  • 1:30-2:30pm  –  Reporting*
  • 2:30-3:20pm  –  Mini Topics:  Migration, policy changes, downloads, database maintenance, local server*
  • 3:20-3:30pm  –  Break
  • 3:30-4:15pm  –  Open Q&A – Share
  • 4:15-5:00pm  –  Solution Circles
  • 5:00-6:00 pm  –  Happy Hour (tentative/optional)
National Conference - HUG At Sea Logo Next to a Colorful Cruise Ship in the Evening

Mark Your Calendars

Registration is now open for 2025 HUG at Sea.

2025 Conference/Cruise 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.