2022 HUG Regional Fall Meeting (Lynnwood, WA)

2022 HUG Regional Fall Meeting (Lynnwood, WA)

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Date and time


Embassy Suites by Hilton Seattle North Lynnwood

20610 44th Avenue West

Lynnwood, WA 98036

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Eventbrite's fee is nonrefundable.

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 below to get in our discounted HUG room block - and book by Sept 13, or until sold out (whichever is sooner).

7:50am arrive/check in (or 8:50am if not attending first hour of Bootcamp or HUG Lab)

8-9am Bootcamp/HUG Lab (optional) - New to HawkSoft? Need a refresher in the basics? You will learn the basic yet fundamental information needed to navigate and use HawkSoft properly and efficiently. Or drop into the HUG Lab to ask another HawkSoft user your specific questions before the day of education begins.

9-10am Customer Engagement – People do business with people they know, like and trust. Are you giving your clients a reason to know, like and trust you? We’ll share some easy (relatively) ways for you to help your client engage with your agency, remember your name and know, like and trust your agency!

10-11am Juggling Renewal Reviews – One Load of Laundry at a time! - You’ll have to attend this one to learn how to start or stay on track with renewal reviews with the craziness in today’s market and how it relates to your laundry! This session with give you guidelines to doing them, getting them done, how/who you make time for and get you started on format of the review.

11-11:30am 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. 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 agencies finding success with API Partners to drive greater clarity on the important wing of HawkSoft’s strategy to push the independent agency channel forward.

11:30-12pm What’s your Why? - Getting started tips on defining your why and developing your agency culture. Help your team and your clients engage on a new level when they know – “Why”.

12-1pm LUNCH with Paul

1-2pm KPIs: Managing your Day and your Time - This course will take a dive into reviewing Activity Reports at both the individual and agency level to see what activities take the most time and are the most common in the agency. We will then review different strategies an agency can take to balance workloads and also talk about setting goals with Key Performance Indicators and how to track them in HawkSoft. Activity Reports – It’s what you do all day!

2-3:45pm Building Workflows for HawkSoft - Have you ever wondered how to train staff efficiently and effectively? How to make the process replicable and reliable? In the course we will review how to create workflow templates before moving into more advanced workflow mapping. Included is a review of actual workflows that can be modified for use in the agency. Through proper workflow documentation, consistency can be easily monitored and maintained.

3:45-4pm Q & A (Workflow Workshop)

4-5pm Solution Circles at the bar (optional) - round table discussions with beverages (DUTCH)

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


Direct HUG Booking Link: https://www.hilton.com/en/attend-my-event/sealwes-xfr-cc0ad6e7-da9d-45bc-9be1-b55a0269c8a1/

or call (425) 775-2500 and reference our group code: "Hug 2022 Fall Regional Meeting"

Embassy Suites by Hilton Seattle - North/Lynnwood

20610 44th Ave West, Lynnwood, WA 98036



HUG Rate: $149

Parking: FREE

(free hot daily breakfast until 9am; AND free evening reception 5-6:30 for hotel guests) and HUG providing lunch

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