2024 HawkSoft User Group Regional Meetings

Meet HawkSoft Employees with Insurance Experience - Sales & Marketing

Agency Bill, Simplified: Ascend & Crane Insurance Group Podcast Recap

Understanding Commission Management in HawkSoft 6

Policy Data Intake: Canopy Connect & The Johns Family Agency Podcast Recap

Tips on moving from a captive to independent insurance agent

Getting and maintaining carrier appointments for your independent agency

Smart COIs: Certificial & Paradiso Insurance podcast recap

Integrated Marketing: Agency Revolution & Waverley Insurance Podcast Recap

Meet HawkSoft Employees with Insurance Experience - Client Services Team

3 Things You Should Do in Every Social Media Post

Sales Pipeline Automation: AgencyZoom & Ameriguard Insurance Podcast Recap

An Agency in Your Pocket: Insurance Agent App & Atkinson Insurance Agency podcast Recap

Getting Started with Quick Reports in HawkSoft 6

Building pipelines: InsuredMine & Texan Insurance podcast recap

Achieving Success with Virtual Assistants

See what happened at HUG 2024 National Conference!

5 Things to Know about Tasks in HawkSoft Cloud

Customer retention: ClientCircle & Cowart Agency podcast recap

Communication integration: Bridge & Cobos Insurance podcast recap

4 things your agency should be doing on social media

Strategies for getting started with commercial lines

Seamless digital payments: ePayPolicy & Alpha Direct Agency podcast recap

Updates to 10DLC compliance: prior texting opt-in & privacy statement

LOBs and opportunities for independent agencies to consider in 2024

Automating busy work: Adapt API & GRIT Insurance podcast recap

2023 HawkSoft User Group Regional Meetings

Creating a community: YMI Insurance on social media strategy

Agency IT & security: Archway & Kevin Panter Insurance podcast recap

Client Connectivity: GloveBox & Graves Insurance Group podcast recap

Retention & remarketing toolbox for beating the hard market

Updates on the HawkSoft Partner API Program & New Version 3.0

Leveraging agency data: Aureus Analytics & Patriotic Insurance podcast

Quantifying Quality: a Conversation with ValChoice and K&M Insurance

Tips for increasing productivity in your carrier relationships

Strategies for Navigating the Uncertainties of Carrier Capacity

See what agencies are saying about HawkSoft 6!

What to consider when joining an insurance agency network

Navigating Medicare for Clients: Why P&C Insurance Agents Should Care

5 Ways to Protect Your Insurance Business from Business Email Compromise Attacks

An experiment with AI content generation tools

Streamline ACORD Form management with an insurance AMS

Discussing HawkSoft's 'cilantro components' with The Insurance Guys

Everything's bigger in Texas! 2023 HUG National Conference Summary

When spreading misinformation about a competitor backfires

HawkSoft becomes the first AMS to support Agriculture/Farm policy downloads in partnership with Ivans and AUGIE

Leveraging AI and ChatGPT for the Modern Insurance Agent

Software in the cloud: browser-based vs. desktop-based applications

HawkSoft's Partner Program - Successes in 2022 and Goals for 2023

Thoughts from Big I's First InsurTech Summit

What to consider when buying, selling, or merging an insurance agency

How to help clients save on auto costs with loan refinancing

Implementing multi-factor authentication for your business

Using life insurance software to round out P&C accounts and attract new clients

Employees express gratitude for the HawkSoft leadership team

See what happened at the Fall 2022 Regional HawkSoft User Group meetings

The Do's and Don'ts of Data Backup

Direct bill vs agency bill: solving legacy billing pain points

7 tips for choosing a new technology solution for your insurance agency

The 'green field' of cannabis insurance

How can independent agencies (and the systems they use) keep client data secure?

Boost Your Insurance Agency's Productivity with Digital Automation Tools

Insurance Software: What It Is and Where It's Headed

Using HawkSoft’s 2-way API integration with marketing automation partners

How to Set Up a Referral Program that Benefits Your Community

A Generous Spirit: Honoring Robert Mackoul, HawkSoft's 2022 Dick Fanazick Award Recipient

On the same team: a chat with ACT's Chris Cline on solving agency tech problems

How Technology is Changing Operating Models for Insurance Agencies

Bigger than Software: 2022 HUG National Conference Summary

What Are Smart COIs, and How Can They Help Your Agency and Clients?

The Four C's of Agency Value (and Risk)

The Dos and Don'ts of High-Performing Email Subject Lines

4 Updates That Help You Manage Certificates & Holders in HawkSoft

Experience Revolutionary Efficiency with HawkSoft Agency Management System Software

Excellence by the Numbers: A Data-Driven Approach to Superior Service

Practical Digital Marketing Tips for Insurance Agencies on a Budget

3 Reasons to Set Up HawkSoft Agent Portal Today

2022 Partner API update: 2-way API integration, PartnerTalk webinar series, and more

What Do Agencies Think about HawkSoft's Core Values?

Log4j Security Vulnerability Does Not Impact HawkSoft Program or Data

Putting People First: Honoring Kevin Dougherty, HawkSoft's 2021 Dick Fanazick Award Recipient

Should You Stay with a Technology Platform That's Been Acquired? Ask These 6 Questions

5 Things to Look for in a Commercial Comparative Rater

Connecting with the HawkSoft Family at the 2021 HUG National Conference

Convert More Prospects with Better Integrations

A Lasting Legacy: the Incredible Story of Louis & Irene Rotta and Al McGarr

Right Message, Right Client, Right on Time: Automating the Renewal Process

How Insurance Agents Can Use Nextdoor to Drive Referrals

Cross-selling life insurance: commit to being a trusted advisor

Organize and Track Submissions at a Glance in HawkSoft

6 Ways Your Agency Can Drive More Revenue from Your Online Presence

Changes to HawkSoft Text Messaging due to 10DLC

HawkSoft Plans to Support Windows 11

The HawkSoft Help Portal: Your New All-in-One Help Resource

Growing Your Small Commercial Book: Creating the Buying Experience Millennial and Gen Z Business Owners Want

The True ROI of Google Reviews, and How to Collect Them

Finding Your Niche: an Inteview with CedarBrew

Changes to Business Texting with the Introduction of 10DLC Policies

Joint Statement on integration with Better Agency

How Technology Solves the Small Commercial Dilemma

Understanding & Implementing Chatbots at Your Agency

Getting Started with HawkSoft's Agency Intelligence and Sales & Retention Reports

The 7 Steps of a Consultative Sales Approach

Take Flight with HawkLink for Google Chrome

A Standing Ovation: Tips from a Big I Best Practices Agency

Innovative or Incomplete? Finding True InsurTech Solutions

Using Advanced Reports in HawkSoft

Report Types & Best Practices in HawkSoft

Your Documents Tell a Story: Are You Listening?

Work Smarter, Not Harder: Understanding AI in Insurance

Speed 2 Lead: Insurance Lead Response Case Study

Learn Something New about HawkSoft: HUG Fall 2020 Workshops

What can HawkSoft Agent Portal do for your agency?

The Guaranteed Way to Get More Referrals from Loan Officers

Service Never Stops: Agency Community Relief Efforts During COVID-19

Save Time with the Digital Transformation of Dynamic COIs

3 Questions to Ask Technology Vendors about Your Client Data

Shortcuts in HawkSoft

Answering Questions about HawkSoft Cloud

Digital Payment Management: Understanding the Benefits & Choosing a Provider

2020 HawkSoft Town Hall & Product Roadmap Update

Lessons from Pat Meeks, HawkSoft's 2020 Dick Fanazick Award Winner

4 Ways to Grow Your Agency with Existing Customer Data

HawkSoft's Partner API: an Update from the Road

Buckets and Workflows: Creating a Communication Cadence with Prospects, Clients, and Referrals

4 Things Agents & Carriers Can Do to Embrace Technology Together

The Elite Client Experience: Tips from the 2019 Rough Notes Agency of the Year

Clean up HawkSoft Search and Report Results with Freshen Indexes

Help, I've Got Negative Reviews! Best Practices for Improving Your Agency's Overall Ratings

4 Ways to Boost Your NPS by Turning Clients into Promoters

The Impact of COVID-19 on the Insurance Industry

Safe & Secure: implementing password security at your agency

How to Use Marketing Automation to Improve Efficiency and the Client Experience

Increase Policy Retention with Automated Uprate Alerts

Grow Your Business Through the Lost Art of Keeping in Touch

It's Time to Update: Elevating Your HawkSoft Experience

Incredible Implementers: One Agency's Path to Getting More Done

The Myth of Multiples: Understanding Agency Value

Introducing HawkSoft Self-Service Certificates

3 Keys to a Superior Online Customer Experience

Using Digital Tools to Cross-Sell Insurance

Protecting Your Data from Malware

Changes to how agencies license ACORD Forms in 2020

AUGIE and IVANS Connect 2019: Community, Not Competition

Beyond Ping-Pong: What Millennials Actually Want

Using Policy Date Fields in HawkSoft

Why Mobile is Vital to Your Agency's Future

5 Ways Independent Agencies Can Compete with Insurtech

Get Your Agency Started with Texting: Best Practices & TCPA Compliance

Workflow Tips for HawkSoft Text Messaging

Farm insurance: protecting risk in the business of farming

May 2019 ACT Meeting

Drive more sales with Sales Pipeline

Conversion Manager, Leslee Wilcox, converts from HawkSoft to retirement

Demystifying Insurance Accounting

HawkSoft: New Beginnings in New Bern

New Features in HawkSoft E-Signature, May 2019

Switching Management Systems Shouldn't be Painful

Reflections on Fifteen Years with HawkSoft

Update on HawkSoft's Partner API

Do You Know How to Harness Vital KPIs to Drive Your Agency's Growth?

Labor Day - "hard work" in the modern era

3 things agents should learn about cyber insurance and 4 steps to selling it.

Up close and personal - the path to superior customer experience

6-point handbook on how to integrate core values into company culture and processes

How a strong company culture led to a 3-peat on Top 100 Workplaces list and 4.4-star Glassdoor rating

Celebrating Women in Insurance: How Two Female Agency Owners Overcame Gender Inequality 

It’s not Doomsday yet… The Big D of Differentiation

How to use the Net Promoter Score survey to increase customer retention

HawkSoft and 23 NYCRR Part 500, New York's Cybersecurity Regulation

Deciphering Cybersecurity for Your Agency

5 Ideas for Getting Started with Agency Announcements

An Open Conversation about APIs

How an Investment with No Perceived ROI Led to the AUGIE Andy Fogarty Industry Impact Award

Customize the Sales Pipeline in HawkSoft 4 (Bonus: Sales Pipeline Infographic)

Boosting Agents to Infinity and Beyond with Enhanced Claims Downloads

10 Ways the HUG National Conference is Going to Blow Your Mind

The Cost of a Paper File

HawkSoft Comes Together For Community, Donates 170 lbs. of Clothing