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.
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 October 22, or until sold out (whichever is sooner). More hotel info below.
AGENDA
Please note that all HawkSoft content is presented using the HawkSoft 6 version.
7:45 - 9:00 am - Coffee & Bagels
8:10 - 8:55 am - Optional Session: Reporting
9:00 - 9:10 am - Welcome/Kick-off
9:10 - 12:20 pm - Lifecycle of a Customer in HawkSoft
Workflows in HawkSoft to manage all phases of your customer journey
Part 1: Prospect to customer including carrier setup, applications, attachments and policy downloads.
Part 2: Customer Changes, Utilizing HawkLink, Templates, Activities/Tasks, Linking, Tags, Profiles, Renewals, Certificates, Remarketing and Reporting.
12:20 - 2:00 pm - Lunch with HUG Partners
2:00 - 2:45 pm - Group Discussions with similar agencies
2:50 - 3:35 pm - Group Discussions by role in agency
3:50 - 4:30 pm - HawkSoft's Lates and Greatest: What Have I Missed and What's Coming Next!
4:30 - 5:00 pm - Open Q & A
5:15 - 6:00 pm - Optional Sessions: Accounting and Commissions (Virtual Presenters)
5:00 pm onward - HUG Happy Hour
HOTEL INFORMATION
DIRECT HOTEL BOOKING LINK: https://book.passkey.com/go/HUG2025
Or call 714-750-4321 and ask for the "HUG Fall Regional Meeting". If booking via phone, be sure to confirm the HUG room rate of $229.00 rate.
Book by: October 22
Hilton Anaheim
777 W Convention Way
Anaheim, CA 92802
Meeting Room: Pacific Ballroom A & B
HUG Rate: $229/night +fees and taxes. Book rooms by October 22 .
Phone: 714-750-4321
Hotel Website
Parking: $39/day (day visitors & overnight guests)
