This page includes links to the upcoming HawkSoft/HUG webinar series on HawkSoft 6, and past recorded webinars on features of the new HawkSoft 6 cloud platform. 

Jump to recorded webinars

 

UPCOMING HAWKSOFT 6 WEBINARS


Join us for these upcoming HawkSoft 6 webinars! Registering once will register you for all webinars in the series. Those who register will receive the recording and resource links from each webinar via email. 

 

 Register for HawkSoft 6 Webinar Series 

Submit a question or discussion item for us to cover in these webinars!

 

 Webinar Date   Webinar Topic

01/23/2025 (Thu)
HawkSoft presenters: Sean Hawkins, Matt Aman

Agency Security

  • Secure credentials
  • Multi-factor authentication
  • IP access management
  • Domain access management
  • Show "Remember Me" checkbox on desktop login
 

 

Resources links for learning more about HawkSoft 6


 HawkSoft 6 training courses with videos

HawkSoft 6 Help Portal

HawkSoft 6 migration resources

 

RECORDED HAWKSOFT 6 WEBINARS


Please keep in mind that enhancements and updates are being made to HawkSoft 6 every week (see recent feature releases here). Features shown or discussed in past webinars may be outdated compared to what is available today.  

 

Q&A Webinar

01/09/25

Description & Recording

Additional Resources

Co-founders Sean and Paul Hawkins answer general questions about HawkSoft 6 and share the reasons behind some of the fundamental changes to our new platform, as well as what's coming. 


  Watch Recording 

 

 

Activity Tags & Attachments Webinar

12/17/24

Description & Recording

Additional Resources

HawkSoft's Brian Hawthorne and Ryan Reese demo how to efficiently use Activity Tags and Attachments, specifically:

  • Setting up Activity Tags
  • Adding and viewing Activity Tags
  • Activity Tag reporting
  • Logs and Attachments

 

  Watch Recording 

Resource links:

 


Tasks & Logs Webinar

12/10/24

Description & Recording

Additional Resources

HawkSoft's Brian Hawthorne, Linda Anderson, and Ryan Reese, show how the new Tasks & Logs bring greater efficiencies to managing your daily workload, including: 

  • How Tasks are different than Suspenses
  • Creating Task categories and templates
  • Automating Tasks for downloads

 

 

  Watch Recording 

Resource links:

 

 

Reporting Webinar

12/05/24

Description & Recording

Additional Resources

HawkSoft's Sean Hawkins, Ryan Reese, and Mathew Brauer talk about what's changed with reporting and showed how the new Quick Reports provide: 

  • Streamlined report view
  • Simpler report creation
  • Ability to save and share templates

Enjoy these same capabilities with Activity Reports and Download Reports. 

 

  Watch Recording 

Resource links:

 

 

Accounting Webinar

11/19/24

Description & Recording

Additional Resources

HawkSoft's Angie Nice, Debby Neff, and Ken Scheel demo what's changed with HawkSoft 6 Accounting from HawkSoft 5. The review the streamlined accounting workflows for agency bill, invoicing, payments, and direct bill payments.

 

  Watch Recording 

Resource links:

 

 

Commissions Webinar

11/14/24

Description & Recording

Additional Resources

HawkSoft's Angie Nice, Sarah Blanco, and Britnee Blanco showcase the all-new commissions workflows and reporting, and answer questions from attendees.

  • Commission entry
  • Configurable agent rules
  • Processing/reconciling commission statements and reporting

 

  Watch Recording 

Resource links:

 

Trust Accounting & Commissions Webinar

10/22/24

Description & Recording

Additional Resources

HawkSoft's Britnee Blanco and Ken Scheel show how the new accounting enhancements and commissions workflows make daily tasks so much easier and more intuitive, and answer questions from attendees.

  • Streamlined accounting
  • Easier void process
  • Creating agency bill statements for commission
  • Commission entry
  • Configurable commission rules
  • Processing/reconciling commission statements and reporting 

 

  Watch Recording 

Resource links:

 

Commissions - Facebook Live

8/02/24

Description & Recording

Additional Resources

Britnee Blanco (Junior Business Analyst) and Ken Scheel (QA Analyst) show commissions workflows in HawkSoft 6, dispel myths and misconceptions, and answer questions. Hosted by Kenny Hendricks.

Note: Some of the features which were discussed here as being unavailable or coming soon may now be available. See our commission features info for details on what features are currently available. 

 

  Watch Recording 
Must be a member of HUG Facebook Group to access recording - request to join if you are not yet a member!

Resource links:

 

Tasks & Activity Tags Webinar

7/11/24

Description & Recording Link

Additional Resources

HawkSoft's Linda Anderson and agency owner and HawkSoft 6 user Lisa Hengel as they show you how to boost daily productivity and increase efficiencies through the new Tasks and Activity Tags features. 

  • How Tasks are different than Suspenses 
  • Creating Task categories & templates
  • Automating Tasks from downloads
  • Creating Tasks for more than one person and exporting to calendar
  • Setting up Activity Tags
  • Adding and viewing Activity Tags
  • Activity Tag reporting

 

  Watch Recording 

Resource links:

 

 

Resource links for learning more about HawkSoft 6


 HawkSoft 6 training courses with videos

HawkSoft 6 Help Portal

HawkSoft 6 migration resources