Save Time with the Digital Transformation of Dynamic COIs

Guest blog by Peter Teresi, Certificial

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3 Questions to Ask Technology Vendors about Your Client Data

Who really owns your agency’s data—you, or the systems that house your data? After reading Insurance Journal’s recent article on data ownership by Andrea Wells, we’d like to add our insights on the...

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Shortcuts in HawkSoft

Have you ever wondered if there’s a faster way to get somewhere in HawkSoft? There probably is! There are many ways to use shortcuts in HawkSoft to get to the actions, websites, and programs you...

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Answering Questions about HawkSoft Cloud

With the upcoming release of HawkSoft 5, which boasts several new cloud-based features, and the recent Virtual Town Hall we held to discuss our product roadmap, we’ve received some questions from...

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Digital Payment Management: Understanding the Benefits & Choosing a Provider

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2020 HawkSoft Town Hall & Product Roadmap Update

HawkSoft held a virtual Town Hall & Product Roadmap meeting on July 9th for those who had registered to attend the 2020 HUG National Conference in Orlando, which was cancelled due to COVID-19. This...

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

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4 Ways to Grow Your Agency with Existing Customer Data

Guest blog by Anurag Shah, Aureus Analytics

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HawkSoft's Partner API: an Update from the Road

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

Guest blog by Khuram Hussain, 20 Miles

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