2023 HawkSoft User Group (HUG) Annual National Conference (Kalahari/Texas)

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2023 HawkSoft User Group (HUG) Annual National Conference (Kalahari/Texas)

HawkSoft User Group (HUG) annual national conference will feature HawkSoft 6.0/7.0 and how to prepare your agency for it!

When and where

Date and time

Location

Kalahari Resort (Round Rock) 3001 Kalahari Blvd Round Rock, TX 78665

Map and directions

How to get there

Refund Policy

Refunds up to 30 days before event
Eventbrite's fee is nonrefundable.

About this event

  • 1 day 22 hours
  • Mobile eTicket

6th ANNUAL HUG NATIONAL CONFERENCE

HawkSoft users from across the country are welcome (and encouraged) to attend the 2023 HUG National Conference! Presented by HUG Agents  & HawkSoft speakers.

The time has come!

HawkSoft personnel will TEACH agents HOW to prepare for HawkSoft 6, the first version of HawkSoft that is powered by the cloud. Sessions covering functionality of the current HawkSoft 5 platform will also be taught by agents to help you through the transition year towards the cloud.

All agencies should plan to send at least 1 person to this year's conference, if not several.

COST FOR REGISTRATION:

  • Early Bird - $375 (October 19-January 13)
  • General Admission - $425 (January 14-March 10)
  • Late Rate - $475 (March 11- April 7)

HOTEL ROOM BOOKING LINK: https://book.passkey.com/e/50350664

BASIC AGENDA:

Wednesday (April 26) - Welcome Reception 6:30-8:30pm (think Cowboy boots & hats!)

Thursday (April 27) - All day meetings (breakfast & lunch included); vendor-sponsored receptions in the evening

Friday (April 28) - All day meetings (breakfast & lunch included)

TENTATIVE DETAILED AGENDA:

THURSDAY

8:00 - 9:15 Registration/Breakfast/Exhibit Hall

9:15 - 9:30 Break

9:30 - 11:00 Welcome/Color Guard/Keynote Speaker – Eric Termuende: "Building Tomorrow’s Greatest Places to Work: One Degree Shifts"

11:00 - 11:15 Break

11:15 - 12:15 HawkSoft General Session (6.0/7.0)

12:15 - 1:45 Lunch/Exhibit Hall

1:45 - 2:45 Breakout Sessions Options: Bootcamp 1, Accounting, Commercial Lines ACORD Forms, Prepping for Cloud version 7.0/Online, Prepping for Cloud version 7.0/Local

2:45 - 3:00 Break

3:00 - 4:00 Breakout Sessions Options: Bootcamp 2, Commercial Lines ACORD Forms 2 (package and COI), Virtual Assistants, 7.0 – Policy Management, 7.0 – Logs, 7.0 – Tasks

4:00- 5:00 “Solution Circles” Topics include: Perpetuation, Renewals/Rewrites, Hiring/Finding Talent, Personal Lines, Commercial Lines, Agency Culture, TechTools, Or Session: 7.0 Open Forum

• LAB OPEN ALL DAY

• EXHIBIT HALL OPEN ALL DAY

FRIDAY

8:00 - 9:30 Breakfast/Exhibit Hall

9:30 - 10:30 Breakout Sessions Options: Power Users Forum, HawkLink, Customizing the HawkSoft Gear, CSRs Growth & Culture, 7.0 – Logs (repeat), 7.0 – Accounting 1

10:30 - 10:45 Break

10:45 - 12:00 HawkSoft General Session

12:00 - 1:30 Lunch/Exhibit Hall

1:30 - 2:30 Breakout Sessions Options: Reports, API, Workflows - Sales & Renewals, 7.0 – Tasks (repeat), 7.0 – Carrier Setup, 7.0 – Accounting 22:30 - 2:45 Break

2:45 - 3:45 Marketing Client Communications (templates), Data Cleanup in version 5.x, Video & Template Proposals, 7.0 – Reporting, 7.0 – Carrier Setup (repeat), 7.0 – Policy Management (repeat)

3:45 - 4:00 Break

4:00 - 5:00 Breakout Sessions Options: Advanced Reports, Client Retention – CSR, 7.0 – Agency Management, 7.0 – Downloads (prerequisite: 7.0-Tasks), 7.0 – Open Forum

• LAB OPEN ALL DAY

• EXHIBIT HALL OPEN ALL DAY

________________________________________________________

FAQs

What is the refund policy?

Attendees can receive refunds up to 30 DAYS before the event start date of April 26 - so, March 26 deadline. (MINUS the Eventbrite and payment processing fees of approximately 6% total - HUG will NOT absorb the fees on any refund requests - they go back to Eventbrite, not HUG).

Is there a hotel discount for the event?

Yes! There is a block of rooms reserved for our event at a discounted price. Must book rooms by March 26 to guarantee the rate, or until the hotel is sold out (whichever is sooner). We typically sell out, so book early!

HUG RATE at the Kalahari Resort: $189 + taxes 

(suites also available at higher rate)

Book Your Room Now

Will there be a virtual option this year?

No, this will be an in-person meeting only.

When will the detailed agenda be available, with presenters, rooms, etc. so I can register for specific sessions?

Above is the agenda, but further details and class rsvp'ing will be available in the coming months.

What meals are included in the registration fee?

1+ receptions, 2 lunches, and 2 light breakfasts will be included with your registration fee.  

What is the dress code?

Business casual or casual for meetings

Dress code for Wednesday night welcome reception: bring your cowboy boots and hats! :-)

Will there be a mobile conference app this year?

Yes, we will be using Whova again for 2023, where you can register for specific classes - this will be available in February.

What if I have a vendor I think should exhibit this year?

If you have any vendor/exhibitor leads, please direct them to Amelia Jach at amelia@hawksoftusergroup.org.

Who can I contact with questions?

If you have any questions about the conference, please direct them to Amelia Jach at amelia@hawksoftusergroup.org.

PHOTO/VIDEO RELEASE

By attending this HawkSoft User Group event, you acknowledge and understand that photographs and video may be taken during the event, and you hereby grant the HawkSoft User Group, HawkSoft, and its affiliates a perpetual, worldwide, royalty-free right to use your image or likeness for any lawful purpose relating to marketing and promotional activities. If you prefer to opt-out of this acknowledgement, please contact: info@hawksoftusergroup.org .

THANKS!