2022 HUG Regional Fall Meeting (Orange County, CA)

2022 HUG Regional Fall Meeting (Orange County, CA)

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Date and time


Avenue of the Arts

Avenue of the Arts

Costa Mesa, CA 92626

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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 THIS LINK to get in our discounted HUG room block - and book by AUGUST 18, or until sold out (whichever is sooner).


7:50am Check in (OR at 8:50am)

8-9am Commission Reporting for Principles (optional hour). Covering: best practices, over-ride comm policies, do you know what you can/can't do? How do you reconcile non-downloads; non-downloadable commission reporting, broker fees, what do I pay my agents? - get it included in the commission report, etc.

9-9:05am Break and regroup with anyone arriving at 9am

9:05-10:35am Data Management – How to create and maintain a clean HawkSoft database. Covering: (see more info below for details)

10:35-10:45am Break with Exhibitors

10:45-12pm Processes / Reporting - This class will focus on setting up and reviewing the Sales & Retention section in HawkSoft including Source, Status, and Suspense Categories. We will talk about how to track sales and manage renewals. Agency Intelligence reports will also be reviewed for cross sell opportunities and the tracking of production numbers.

12-1pm LUNCH with Exhibitors

1-1:30pm Time Management Hacks for Account Managers/CSRs

1:30-2pm What’s that?! – The HawkSoft program is huge and there is so much to learn. Let’s explore all those extra buttons and features we’re not using. Covering: (see more info below for details)

2-2:45pm Commercial Lines - Best Practices for Processes and Workflows (details to come)

2:45-3:30pm Commercial Lines - Building Proposals (details to come)

3:30-3:45 Break

3:45-4:30pm Round Table Discussions - a continued discussion on one of the topics you learned throughout the day

4:30-5:30pm Cocktails at the hotel bar (Dutch / optional)



Data Management – How to create and maintain a clean HawkSoft database. Covering: (see more info below for details)

Policy/Company Setup is an important step in the implementation of your HawkSoft Client Management System. Information for each of your carriers is entered in Policy/Company Setup to enable you to accurately insert policies and integrate policy information with company websites. Setup also ensures the accuracy of your data and the detail available when reporting. The information entered in Policy/Company Setup determines the default options available to users when inserting policies in CMS.

HawkSoft CMS enables you to insert Monoline, Commercial package, and Personal package policies. When you are inserting a policy, the type of policy selected from the Action menu determines the screens and fields CMS makes available.

• Pros and Cons of bad data management. (The junk in-Junk out rule)

• How to complete Carrier Setup on all base policy types and states, for ease of setup and to provide consistent menus for your team.

• How to insert a personal/commercial client file with policy information. What is required. What can I skip? What is reportable?

o Name Address Screen

o GPI – General Policy Information -- adding multiple LOB’s to a package

• Introduction to Correspondence Templates

• Why use them? How can they benefit an agency?

o Email, Proposal, Text, E-Signature Templates

o Where to locate templates created and shared by HUG

o Log Note Templates. How to setup and use.

What’s that? – The HawkSoft program is huge and there is so much to learn. Let’s explore all those extra buttons and features we’re not using.

We hope you will find the following shortcuts and useful business practices helpful in streamlining your workflows and increasing your productivity.

• Hot Keys – (Email, From, Insured…) How to setup and use them. My favorite HOT KEY: FIX

• Suspense log template – “Pencil Tool”

• Certificate Key

• Ivans Market Appetite

• Previous/Next

• Agency Announcements

• Print

• External Tools – How to setup and use them

• Client>Personal>Customize Columns

• Other tips and tricks: Fonts, Client>Search



or call (714) 751-5100, for Reservations team, then reference group called: “Hawksoft HUG Fall Regional” or code: "HUG"

Book by: 08/18/22 -- Rate available: 09/08/2022 to 09/10/2022

Avenue of the Arts, Costa Mesa, a Tribute Portfolio Hotel

3350 Avenue of the Arts, Costa Mesa, CA 92626

(714) 751-5100


HUG RATE: $185/night

Parking HUG rate: self is $13/night and valet is $30/night

Bar & Lounge at Silver Trumpet, from 2:00 PM to 6:00 PM daily -- Enjoy special prices on signature bites, handcrafted theater-inspired cocktails, local favorite beers, and wines at the

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