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This area will only grow as HawkSoft users contribute. If you have something you’d like to contribute, please email it to info@hawksoftusergroup.org. Disclaimer: the documents and files listed here were provided by HawkSoft users to share information with fellow HawkSoft users. Please read carefully and use at your own risk. Hit CTRL + F or Command + F and then type in a key word to search this this page for a specific topic.
2023
- Client Engagement PowerPoint – Part 3, Karamarie Morton, Eastern Insuring Agency, 11/22/2023
- Client Engagement PowerPoint – Part 2, Karamarie Morton, Eastern Insuring Agency, 11/15/2023
- Client Engagement PowerPoint – Part 1, Karamarie Morton, Eastern Insuring Agency, 11/01/2023
- Commercial Lines New Business Tracking/Risk Placement Tool, Michelle Hancock, PNW Insurance, 10/18/2023
- Commercial Lines Intake, Michelle Hancock, PNW Insurance, 10/18/2023
- Commercial Lines Account Review, Michelle Hancock, PNW Insurance, 10/18/2023
- Commercial Renewal Proposal Sample, Nicole Wilson, PAC Insurance, 09/13/2023
- Commercial Intake Form Sample, Nicole Wilson, PAC Insurance, 09/13/2023
- Commercial Renewal Webinar PowerPoint, Nicole Wilson, PAC Insurance, 09/13/2023
- Commercial Renewal Process for E & S Agency Billed Policies – Nicole Wilson, PAC Insurance, 09/13/2023
- Sales Setup and Reporting Guide – Stephen Harrington-Descoteaux, Agency Performance Partners, 08/30/2023
2022
2021
2020
- Accounting Year-End Punch List—Crystal Erlitz, 12/16/2020
- Renewal Policy Quote—Bind Checklist—Nikki Cloud, 10/06/2020
- Direct Billed Renewal Policy Checklist—Nikki Cloud, 10/06/2020
- New Policy Quote—Bind Checklist—Nikki Cloud, 10/06/2020
- Bound and Completed Policy Check List—Personal and Commercial Lines—Nikki Cloud, 10/06/2020
- General Liability Class Codes for Import—Lisa Dickerson, 08/14/2020
- Work Comp Class Codes for Import—Lisa Dickerson, 08/14/2020
- How to Utilize HawkSoft for Employee Benefits—The Work Around—Lynnette Wood/Jennifer Thompson, 07/03/2020
- Workflow for Uprate Notices on Renewals—Michelle Hancock, 05/20/2020
- Workflow for Renewal Review—Michelle Hancock, 05/20/2020
- Activity Template for Renewal Review—Auto, Home, Umbrella—Michelle Hancock, 05/20/2020
- Activity Template for Premium Increase—Auto/Home—Michelle Hancock, 05/20/2020
- Database Cleanup Guide—HUG, 03/25/2020
2018
- 100 Days of Change—2018 HUG National Conference—Jennifer Thompson, 07/30/2018
- Cancel Sub Status List—Audrey Marlow, Texas Insurance Services, 07/30/2018
- Communication Menu List—Audrey Marlow, Texas Insurance Services, 07/30/2018
- Hot Button Configurations—Audrey Marlow, Texas Insurance Services, 07/30/2018
- How to Add Attachments from Multiple Policies to an Email—Jennifer Thompson, HawkSoft User Group, 07/12/2018
- Create Categories for Correspondence Templates—Jennifer Thompson, HawkSoft User Group, 07/12/2018
- Close All Client Screens at One Time—Jennifer Thompson, HawkSoft User Group, 07/12/2018
- Read All Client Activities In One Screen—Jennifer Thompson, HawkSoft User Group, 07/12/2018
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