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2019 HUG Regional Fall Meeting (West Bend, WI)

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Location

Location

West Bend Insurance

1900 S. 18th Avenue

West Bend, WI 53095

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

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2019 HUG of the Great Midwest - Fall Meeting
This region encompasses the states of Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, Wisconsin

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 & 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 meet West Bend Insurance)
  • 1-3pm – Database Clean up – continued…
  • 3-3:30pm – Q&A with Speakers & Wrap Up
  • 3:30-4:30pm – Reception for anyone who would like to stay and mingle

OUR GRACIOUS HOST, WEST BEND INSURANCE IS 100% SMOKE-FREE, if you need to smoke at any point, you will have to drive off the premises/West Bend Insurance property lines. Thank you for respecting their rules.

Questions....

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

Do I have to bring my laptop?
YES...if you want to get the most out of this meeting, you will need to bring your laptop and make sure you have permissions and right to access remotely.

What meals are included in the registration fee?
Coffee and lunch will be included; and short reception/drinks

Is there a hotel nearby?

Hampton Inn & Suites West Bend
1975 South 18th Avenue
West Bend, WI, 53095

We have arranged to be able to leverage the "West Bend Insurance Corporate Rate" - hotel is across from West Bend Insurance (.4 mil away) - this rate is only available until the hotel is sold out.

TIP: To get the discounted rate, call 262-438-1500...and DON'T press 1 for reservations, press 0, or "Stay on the Line" so you're speaking to a LOCAL agent. ASK for the "West Bend Insurance Corporate Rate".

Rates are: Standard Double Queen - $91 or King Suite - $101

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Date and Time

Location

West Bend Insurance

1900 S. 18th Avenue

West Bend, WI 53095

View Map

Refund Policy

Refunds up to 7 days before event

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