2019 HUG of California - Fall Meeting (San Ramon)
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 Social Survey)

1-3pm – Database Clean up – continued…

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

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 have a courtesy room block set up for the Marriott San Ramon at 2600 Bishop Dr, San Ramon, CA 94583, due to proximity to meeting/office building. This will be accessible until 1 month (so on Sept. 17) before the meeting, and based on availability, so book early! The rate will be good for both October 17th and 18th. Their phone number is 925-867-9200. And, ask for the "HawkSoft Room Block". HawkSoft User Group secured an amazing rate of $119 for a King room, and $129 for a Double room (online showed $220-$224). OR....A direct link for booking will be available by July and emailed to registrants.