HawkSoft

We're thrilled to announce Anthem Business Software, LLC as the newest addition the the #HawkSoftPartner program. With this integration, mutual customers can: 🔹 Effortlessly sync data, ensuring accuracy and saving time. 🔹 Streamline operations by cutting out redundant tasks. 🔹 Use data from HawkSoft to automate campaigns for personalized outreach. Learn more by clicking the link in the comments. 🔗

Not all agencies use the same platforms. Not all agencies have the same carriers. There are many factors that go into an acquisition, but have no fear, Heather Killian is here to supply a checklist of what you should do to help identify if an agency is a good fit to acquire. Click the link in the comments to read her article over on the HawkSoft User Group [HUG] blog. 📄

When looking to create a niche, it all comes down to community. 👥 Tom Larsen of Larsen Insurance Agency joined the HawkSoft User Group [HUG] to dive into how he created a niche in his community of Buffalo, New York. He emphasizes the importance of doing something you're passionate about, becoming that niche's expert, and starting a community with fellow experts. Click the link in the comments to read the full blog article. 📄

"It is more important right now than ever to truly know your business." During turbulent times, Eli Gillespie writes that it is important to maintain a deep understanding of the work you do and the value it provides to others. Head over to the HawkSoft User Group [HUG] blog (link in comments) to learn how to master the, "Three Ps." By doing so, you will be able to adapt with the changes that will inevitably keep coming.

If you know about HawkSoft, odds are that you know about the HawkSoft User Group [HUG]. Their mission is to provide valuable education and networking opportunities to help insurance professionals increase efficiency and stay informed on industry trends. We encourage you to become a member and take your agency to the next level. Visit the link in the comments to learn more.

One of our core values at HawkSoft is “Continuous Innovation.” Last month, over on the HawkSoft blog, we celebrated National Innovation Day and our dedication to innovation by highlighting the evolution of our platform. We have accomplished a lot over our 30-year history, from DOS to the cloud, and with our new platform the sky is the limit. Learn more about our journey as a product by clicking the link in the comments. 🖥️

Season three of the Insurance Perspectives podcast rolls on this week with the first episode in our two-part series on Elevate Teams. Dominic Piccirillo joins us to talk about how the VAs of Elevate become a valued member of your agency's team, developing meaningful connections. Visit the links in the comments to watch/listen 🎧

Marble Box, an early innovator in bringing the power of virtual assistants to an insurance agency, has joined the #HawkSoftPartner program as a Solution Partner. By utilizing their services, agents will have access to tools to help them reduce operational costs, empower optimization of agency resources, and improve their bottom line. Read more at the press release in the comments. 📄

We're excited to celebrate none other than Jerry Fox's five-year anniversary with HawkSoft this month. Jerry started off as an insurance agent during the ice age (his words, not ours) and has evolved into a valuable leader not just for HawkSoft, but the entire independent insurance industry. Thank you Jerry for your positive attitude, dedication to the independent agent, and ability to make all those around you feel welcomed. Congrats 👏

Advice when conducting interviews in your agency: 🔸 Ask open-ended questions 🔸 Test skills by discussing specific scenarios 🔸 Include multiple people in the interview process to get diverse perspectives In a webinar hosted by the HawkSoft User Group [HUG], Laura A. Hicks discusses the above as well as the importance of using behavioral assessments to evaluate candidates objectively during the hiring process. View the full webinar by clicking the link in the comments. 📺