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Register for the entire series

Register for the series one time. Attend as many or few as you'd like. Webinars are usually the first Thursday of every month at 10am PST / 1pm EST. See the 2021 HawkTalk Live Series.

 

WEBINAR AGENDA

 

                                                                    Your Hosts

January 6 (THU)

Carrier Client Files & Downloads

Learn tips and tricks about carrier client files: creating, linking, changing, adding a main contact to the client profile, and more! Plus, we'll cover download comparison - policy snapshot and policy downloads. 

Watch Recording

 

 

Linda - croppedLinda Anderson
Senior Territory Manager
HawkSoft



Kelly Endicott

Kelly Endicott
Owner
John Dawson Associates


February 3 (THU)

Reporting: Agency Intelligence, Sales & Retention

No need to feel overwhelmed by creating reports or tracking leads. All key performance indicators (KPIs) can be accessed in just a few clicks. Learn how to create meaningful reports and how to easily track customer, policy, sales pipeline, and renewal KPIs.  

Watch Recording

 

Matt b
Matt Brauer
Director of Strategic Accounts 
HawkSoft 

 

Emmanuel O - HTL.jpgEmmanuel Osuyah
Principal
Alpha Direct Agency


March 3 (THU)

Dirty Data? Let's get cleaned up

Accurate data produces accurate reporting that helps you be successful in running your business and more easily see opportunities for improvement, change, and growth. We'll get you started on the key steps to cleaning up your data and where you can go to learn more, including the Database Cleanup Guidebook that is available at no cost to HUG members! If you don’t know your numbers, you don’t know your business.

Watch Recording

Laura Hastrick cropped
Laura Hastrich
Database Specialist
HawkSoft

Stephen Harrington cropped
Stephen Harrington
Chief Operating Officer
Cross Insurance


April 7 (THU)

HawkLink for Google Chrome: Less time, less hassle, and no additional cost to quote

Use HawkLink for Google Chrome as your agency connectivity tool for bindable quotes, billing and payment inquiries, policy changes/endorsements, payments, and premium finance. HawkLink can be used as a specialized rating tool that is not limited to P&C lines or primary carriers. Learn how this powerful tool floods client data from HawkSoft to into carrier and virtually any other websites, and how crowdsourcing of the mappings makes this as simple as clicking Accept.

Watch Recording

 

Chris-cropped
Chris LeJeune
Senior Territory Manager
HawkSoft

jfoxJerry Fox
VP Carrier Relations 
HawkSoft


May 5 (THU) 

Tips & Tricks: Customized Lists & Suspense Categories

Become a pro at creating and using customized lists. Learn how to maximize your use of Suspense Categories, Source Lists, Attachment descriptions, and Sub-statuses so you can easily manage your business. 

Watch Recording

 

 

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

 

Peggy CorbettPeggy Corbett
Founder/President
Agency Transformation


June 2 (THU)

Farms & Farm Module

Hear from farm insurance expert Jeff Joseph about what you need to be mindful of when writing farm policies. Discover how to use HawkSoft's Farm Module to write comprehensive farm policies and the value of using the Machinery and Blanket lists.

Register

 

Matt b
Matt Brauer
Director of Strategic Accounts
HawkSoft

 

JeffJ400x400Jeff Joseph
Vice President
Mitchell-Joseph Insurance