$65

2019 HUG Regional Fall Meeting (Orange County, CA)

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Location

Location

Hilton Orange County Costa Mesa

3050 Bristol Street

Costa Mesa, CA 92626

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

2019 HUG of California - Fall Meeting (Orange County)
This region encompasses the state of California

However, regardless of what region you are in, you are welcome to attend this meeting!

Join us at this one-day HUG event, where we will focus on learning how to clean up your database within HawkSoft CMS, to promote:

  • Accessible, accurate information for better customer service
  • Accurate reporting of premiums (for carriers, LOBs, producers, etc)
  • Evaluation of lead sources on new business written
  • Cross selling opportunities and reviews
  • Efficient client communications across multiple sources
  • Valuation of your book of business; and more…

The 2019 Regional Meetings are workshops aimed at doing real work in your agency's management system. You will leave with a major sense of accomplishment, taking the first steps toward accurate data and increased productivity within HawkSoft and your agency. Class size will be limited to maximize the learning experience.

This year's Regional Meetings will benefit your agency's database steward or those that are detailed oriented, with a good understanding of HawkSoft's reporting suite (Agency Intelligence, Sales & Retention, and Advanced Reports). Or those who want to become better with these tools. Attendees should be prepared to bring a computer with access to their HawkSoft database (HUG will provide a guide for setting this up to attendees).

In addition to the workshop of database clean up, HawkSoft will be in attendance to discuss HawkSoft Text Messaging and other exciting new features coming to their platform.

A HUG Regional Meeting is the best place to gather with your fellow insurance professionals to learn and improve. Learn tips and tricks, strategies for maintaining/cleaning your database, and new workflows for serving your customers.


Tentative Schedule:

9-10am – check in & coffee/pastries and visit with vendors & like time for laptop and remote access readiness

10am-11am – HawkSoft Text Messaging

11am-12pm – Database Clean up – let’s get started!

12-1pm – Lunch (and visit with vendors)

1-3pm – Database Clean up – continued…

3-3:30pm – Q&A with Speakers & Wrap Up

3:30-5pm – For anyone who would like to stay and mingle, network, etc....Meet up at nearby restaurant for drinks/appetizers (details TBD)


QUESTIONS

What's the refund policy?
Attendees can receive refunds up to 7 days before the event start date.

What is the dress code?
Business casual.

Do I really need to bring my laptop?
YES, if you want to get the most of out the meeting, you will need your laptop and permissions for access into CMS, including remote access. Know before you go! Feel free to contact the HS customer service line for assistance with remote access.

What meals are included in the registration fee?
Coffee and lunch will be included.

Is there a room block reserved if I want to stay at a hotel?
We do not officially have a room block, however, if you email amelia@hawksoftusergroup.org, I can try to get you a room for $179 as long as there is still availability and as long as that rate is still good - but we do not have a contracted room block with a guarantee. Note: as of May 23, there were no rooms available on-line, but the hotel had 200 available, but only taking reservations via PHONE so they could save them for their in-house groups, like HUG.

PARKING
There is a $10 per day parking fee for self parking; or $30 to valet.

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Date and Time

Location

Hilton Orange County Costa Mesa

3050 Bristol Street

Costa Mesa, CA 92626

View Map

Refund Policy

Refunds up to 7 days before event

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