2022 HUG Regional Fall Meeting (Syracuse, NY)

2022 HUG Regional Fall Meeting (Syracuse, NY)

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Embassy Suites by Hilton Syracuse Destiny USA

311 Hiawatha Boulevard West

Syracuse, NY 13204

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

6-8pm Thursday evening (NIGHT BEFORE) happy hour - Come mingle with your fellow attendees (DUTCH) - in the hotel lobby bar.


8-9am Registration, coffee, HUG Lab - check in, visit with vendors and stop by the HUG Lab (a HawkSoft representative and/or other users will be available to answer your specific questions before we start the educational sessions.)

9-11am Using Advanced reporting for Data Cleanup - This session will review data cleanup using Advanced Reports. After reviewing why clean data is necessary, user permissions and how to set up and save your Advanced Report for data cleanup we will move into conversations about different ways to use Producer, CSR, and Agent along with common Advanced Report types. Basic Cleanup topics may include Producer, CSR, Office, Source, and Agent. We will then move onto more advanced concepts including clients with missing Phone Numbers, and Emails. Then after a quick overview of Policy/Company Setup, we will hop into correcting and replacing data using the Batch Replace options. Time permitting, other sections reviewed may include Company, Program, Policy Title, Line of Business, Policy Form, and Agent Code.

11-12pm HawkLink for Google Chrome - Covering:

• What is it for? Why should I use this tool?

• Initial Install

• Pinning the Extension

• Control Console (auto fill, mapping controls, etc.)

• Tour of the Mapping tool (mapping to websites, capture/print, flood now, remove/highlight maps., shared, submit, revert maps, import/export, etc)

• Link to a Different Client (Demo)

• Launch multiple pages at the same time

• Updates in/to HawkLink

12-1pm Lunch with Exhibitors

1-2pm Tips & Tricks - make HawkSoft work for YOU and be more efficient! Setting your personal preferences and view, tips on being more efficient within HawkSoft, the importance of linking your Policy/Company Setup and a Carrier Client File.

2-3pm Disaster Recovery Discussion - Covering:

• What can I do to protect myself?

• Sign up for Agent Portal

• HawkSoft Backup Utility (daily, attachments)

• Share your experiences

3-4pm Sales Pipeline & Agency Intelligence - This session will review the actual sales process used by a local agency before jumping into the practical use of the Sales & Retention section in HawkSoft including Source, Status, and Suspense Categories to manage and track sales. Time permitting Agency Intelligence reports will also be reviewed for cross sell opportunities and tracking of production numbers.

4-5pm Solution Circles - Round table discussion with your peers

Note: We'll take a short 5-10 minute break between each session

Note: The first hour and last hour are optional - so join us 8-5 or 9-4, whatever works with your schedule! But please arrive by 8:50am so we can get everyone checked in and seated. Thanks!




Book by 9-13-22

Embassy Suites by Hilton Syracuse Destiny

311 Hiawatha Boulevard West, Syracuse, NY 13204

Hotel Phone: 315-303-1650

Hotel Website

HUG Rate: $169

Parking: FREE

Other: Free breakfast and evening reception for hotel guests; HUG providing lunch

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