2022 HUG Regional Fall Meeting (Columbus, OH)

2022 HUG Regional Fall Meeting (Columbus, OH)

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Date and time


Renaissance Columbus Downtown Hotel

50 North 3rd Street

Columbus, OH 43215

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1 Day Educational Meeting for HawkSoft Users

About this event

We invite you to join your fellow HawkSoft users in your area for this 1 day educational meeting taught by agents (other HawkSoft users) and HawkSoft employees - as well as take the opportunity to network with other agents, and our vendors/partners who will be exhibiting.

Below is the tentative agenda planned for users, by users. Hope to see you there this Fall!

And, if you need a hotel room, use the link provided to get in our discounted HUG room block - and book by August 25, or until sold out (whichever is sooner). More hotel info below.


7:50am arrive/check in (or 8:50am if not attending first hour of data clean up)

8-9am Data Clean up (optional): Garbage in, garbage out so the saying goes….Let’s find out what condition our data is in and how to get in cleaned up so that you can pull clean reports and be ready to integrate with HawkSoft partners! We’ll show you how to review what you have in the system, determine if it is accurate, clean it up and keep it clean!

9-10:30am Overview of HawkSoft’s Partner API Program. What even is an API? - HawkSoft has made a focused effort over the last three years to embrace API integrations with other technology providers supporting independent insurance agencies. The pace of this work has left some heads spinning. This session will feature an overview of HawkSoft’s Partner API Program and work to help you make sense of the options available for agencies. What even is an API? How can API integration drive efficiency and success for your agency? How can you see who currently integrates with HawkSoft, and how can you best investigate how well one of HawkSoft’s API Partners may benefit your agency? This session will use examples from your fellow HawkSoft agencies to drive greater clarity on this important wing of HawkSoft’s strategy to push the independent agency channel forward.

10:45-12:15pm Service to Sales: Your current customers are your best data source – but how do you pull that data and use it to increase revenue and build stronger retention numbers? We’ll work on how to pull these reports and how to get the information you need in the format you need and even how to push out emails with templates! These reports can be used for cross-selling, up-selling or reviewing coverage for suggested selling.

12:15-1:15pm Lunch with Exhibitors

1:15-2:45pm HawkLink – What’s That??!!?? A super tool for accessing carriers, quoting direct from HawkSoft to carriers, external tools, and a built in virtual printer!

3-4:30pm Workflow Efficiencies: Get The Most Out Of Hawksoft By Using Templates, Customized Lists (Including Client Tags and Suspense Categories), Working Documents, and Other Exciting Tips And Tricks

4:30-5:30pm Panel Q&A - All presenters panel -- Bring us YOUR questions!

5:30-6:30pm Cocktail hour (Dutch) at hotel bar

Note: We'll take a short 5-10 minute break between each session (topic and/or speaker change). The first and the last hours are optional, so plan your day as it works with you!


HOTEL DIRECT BOOKING LINK: https://book.passkey.com/go/hawksoftusergrpsep22

or call Renaissance Reservations at 877-901-6632 and ask for the "HawkSoft User Fall Regional Meeting Ohio" room block. If booking via phone, be sure to confirm the HUG room rate of $179.00 rate

Book by: 8/25/22 @5pm -- Rate available 2 days pre and post based on availability

Renaissance Columbus Downtown Hotel

50 North Third Street, Columbus, OH 43215


Hotel Website

HUG Rate: $179/night

Parking - Valet - Daily: $35, or $23 for the day meeting only

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