5 Ideas for Getting Started with Agency Announcements

Did you know 99 out of 100 HawkSoft users see the Start Page when they first log in? HawkSoft has made use of this with the Messages panel (formerly “News” feed) for years as a direct way to communicate with customers. HawkSoft 4.1 extends this communication power to the agency with the Agency Announcements panel - a fully customizable message window for your agency that sits front and center in HawkSoft.

 

Users with permissions to General Configuration can edit the Agency Announcement panel. The editor is robust yet familiar, and only your imagination will limit how you can utilize the new prime real estate. To stoke the fires, here are some ideas for how to get the most out of this versatile communications tool.

 

#1: Agency Goal Tracking

A crucial part of setting goals is holding yourself and your team accountable. The best way to ensure accountability is to use transparency throughout the process. Agency Announcements are a great billboard to track your team’s success.

 

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#2: Carrier Promotions

As you know carriers will often turn to special incentive periods to ramp up new business or to entice existing customers to stay with them. These can be hard to keep track of. Agency Announcements is a central location you can share this information.

 

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*Not real promotions. Allstate, Progressive, The Hartford are used as examples.

 

#3: Holiday Hours & Reminders

Insurance professionals send and receive a ton of emails. Only the important messages survive as you clear junk mail or shuffle less critical information away for later. The quick note from your office manager about that holiday party or the reminder the office is closed probably falls into one of those categories. Put holiday hours and reminders on Agency Announcements to spare the inbox clutter and keep the messages in a prominent place.

 

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OR

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#4: Social Events Board

Do you have remote employees? HawkSoft does and we know how hard it can be to make sure they’re included in all the office fun. Agency Announcements is digital bulletin board and great place to share the fun activities coming up. Since they’re on everyone’s start page and not the breakroom corkboard, all employees can see how they can bond with their colleagues.

 

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#5: Critical Office Information

There are certain messages too important to risk getting lost in the inbox. Agency Announcements is ideal for notifying your entire agency of critical office information.

 

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Bonus! Curing the Mondays

We will neither confirm nor deny that GIFs work in Agency Announcements. But… if they did, it might be a fun way to invigorate the office on a Monday.

 

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How will you use Agency Announcements?

Agency Announcements will be available in HawkSoft 4.1 coming in January 2018. We have these five (well, six if you’re feisty) ideas to get you started, but how you ultimately use the feature is up to your agency. Let us know how you plan to utilize Agency Announcements in a comment below. We’ll select our favorite ideas and post a follow-up.

 

Image Sources: HawkSoft HQ | Shutterstock | Giphy

Kenneth Hendricks

Author: Kenneth Hendricks

Kenny is a Marketing Coordinator at HawkSoft, focused on engaging with our active community of independent agents and spreading the word about product updates.

Education, HawkSoft 4.1