Usually the first Thursday of every month at 10am PT / 1pm ET

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 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 Brauer
Director of Strategic Accounts 
HawkSoft 

George 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 LeJeune
Senior Territory Manager
HawkSoft

Darrin DeFouw
Senior Product Owner
HawkSoft

Linda Anderson
Senior Territory Manager
HawkSoft

Peggy Corbett
Founder/President Agency Transformation

June 3 (THU) 

Tour of the NEW Help System!

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.  

⇒ Watch Recording

Kaylind Shields
Sales Territory Manager
HawkSoft

Dion 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.

⇒ Watch Recording

Paul Moyes
VP of Sales
HawkSoft

Ryan Reese
Product Owner
HawkSoft

August 5 (THU)

Errors & Omissions, Oh My! 

⇒ Watch Recording
⇒ Presentation
⇒ Sample Disclaimer Language
⇒ Sample Personal Lines Checklist
⇒ Sample Commercial Lines Checklist

Linda Anderson
Senior Territory Manager
HawkSoft

Judy Sivy
Chief Risk Officer
Ohio Insurance Agents

September 2 (THU)

Uprate Alerts, Download & General Config, Gear

Your agency’s bread and butter is healthy policy retention during the critical renewal phase. Use Uprate Alerts to receive automatic notifications when renewal premiums of existing policies exceed a percentage amount. Plus, better understand how to use Download Config, General Config, and Gear!

⇒ Watch Recording

Linda Anderson
Senior Territory Manager 
HawkSoft 

October 14 (THU)

(NOTE: date changed from Oct. 7)

Tips & Tricks Part II - Batch Email, Log Notes

Become a whiz at using batch email and templates to send marketing emails for birthday wishes, renewal notices, and personalized, targeted communications. Auto document messages to every client file on the email list. Plus, learn how to maximize the use of log notes, the search functionality, and attachments. 

⇒ Watch Recording
⇒ Log Notes Overview
⇒ Batch Email Setup

Linda Anderson
Senior Territory Manager
HawkSoft

Peggy Corbett
Founder/President
Agency Transformation

November 4 (THU)

Sharpen Your Pencil! Accounting Tips

“I love accounting!” Said no one ever in insurance.

We'll break down insurance accounting into bite size pieces to help you manage your day to day and better prepare for your year end. We’ll show you foolproof ways to ensure your customer accounts and payables are always in order, along with how to use the new “Month End Review Tracker” in QuickBooks Online to ensure your month end process is complete.

⇒ Watch Recording

Debby Neff
Sr. Accounting Consultant
HawkSoft

December 2 (THU)

Get ready to soar into the Cloud - HawkSoft 6 update

We’ll provide an update on HawkSoft's transition to a cloud-based platform with HawkSoft 6. Learn where we are at on the Product Roadmap and how our new platform will enhance your desktop and mobile connectivity, workflow efficiencies, and overall workday performance. 

⇒ Watch Recording

Sean Hawkins
Chief Product Officer
HawkSoft

Matt Aman
Sr. Web Application Development
HawkSoft