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Register for the entire series

First Thursday of every month at 10am PT / 1pm ET

 

WEBINAR AGENDA

 

 

February 4 (THU)

Policy Snapshot

HawkSoft lets you create a Policy Snapshot after making changes to a policy. Learn tips on how it works, how to track and compare manual changes made to a policy, and why it can be so valuable.

 

Watch Recording

 

Your Host(s)

Matt bMatt Brauer
Director of Strategic Accounts
HawkSoft


March 4 (THU)

Dotting the I's of being independent

Are you still feeling a little overwhelmed with your transition from captive to independent? Join us for an "independent check-up" where we'll discuss best practices, must-have tools, and share tips on surviving the transition. We'll help you get off on the right foot for success.

*Note: Time is 9am PT / 12pm ET

Watch Recording
Download presentation

 

Matt b
Matt Brauer
Director of Strategic Accounts 
HawkSoft 

 

GeorgeRobertson_croppedGeorge Robertson
President 
George Robertson Consulting, LLC


April 1 (THU)

HawkLink - conquering carrier websites

See a demo on the latest version of HawkLink, HawkLink for Google Chrome, and its power to automatically map and flood client data from HawkSoft into carrier sites or virtually any other website. Learn how crowd-sourced mapping can help eliminate data entry and save you tons of time when quoting various carriers. Plus, see how to save screenshots and email off to customers. 

Watch Recording
Download presentation

 

Chris-croppedChris LeJeune
Senior Territory Manager
HawkSoft

 

Darrin DDarrin DeFouw
Senior Product Owner
HawkSoft


May 6 (THU)

HawkSoft's time-saving, secret sauce!

Hot Buttons, Virtual Printer, External Tools, Gear, and Templates! Improve your daily productivity and efficiency with these time-saving tools and cool buttons you may not know about! 

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Linda Anderson HawkSoft (E2)
Linda Anderson
Senior Territory Manager
HawkSoft

_MG_0323 LinkedinPeggy Corbett
Founder/President Agency Transformation


June 10 (THU) 

Tour of the NEW Help System! (NOTE: date changed from June 3)

See HawkSoft's latest and greatest Help System – brand new look, improved search functionality, and intuitive table of contents. Learn how to take advantage of this incredible training tool and comprehensive library to optimize your use of the system and productivity. Master any feature or workflow through easy-to-understand "how to" articles and videos.  

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Brandon Oliveira - HawkSoftBrandon Oliveira
Territory Manager
HawkSoft

 

Dion InnesDion Innes
Education Services Manager
HawkSoft


July 1 (THU)

Agent Portal - access client data from web browser

Access HawkSoft through any web browser and from any mobile device – smartphone, tablet, or laptop. Learn the ins and outs of using Agent Portal to access client details like contact information, policy data, and coverages, plus place one-touch calls and launch maps.

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Paul Moyes
Paul Moyes
VP of Sales
HawkSoft

 

Ryan ReeseRyan Reese
Product Owner
HawkSoft