HawkSoft

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. 📺

"While each of us takes on different challenges, successes, and endeavors as agents, remember that there is a community behind all of us willing to help, share, and support." Over on the HawkSoft User Group [HUG] blog, HUG president Kelly Endicott pens a message to HUG members on the status of HawkSoft's Cloud Platform, upcoming events, and the refining of HUG's mission statement. View the full message by clicking the link in the comments. 🔗

It is important to keep your agency culture alive, even if you have staff that work remotely. Michael Cruz of Foresight Insurance, LLC mentions that you have to be more intentional about creating moments for socializing and team building in today's work environment. Head over to the HawkSoft blog (link in comments) to learn more from Michael. Keep your eyes peeled for his full interview to drop on the Insurance Perspectives podcast on 2/4. 🎙️

To close out 2024, our marketing team got together to reflect on the year and connect with one another. We value the time we get to spend together and are looking forward to an amazing 2025. A few of them even paid a visit to a special someone. 🎅

The third season of the Insurance Perspectives podcast is officially underway. 🎙️ We couldn't think of a better guest to have on than seth zaremba of b atomic! "Technology choices too often drive agency processes instead of agency process driving technology choices." Give the podcast a listen by clicking the links in the comments.

HawkSoft is humbled to add two more accolades to our metaphorical trophy case: 🔹 Best insurance companies to work for by Insurance Business America. 🔹 A top place to work in Oregon by The Oregonian / OregonLive.com and Top Workplaces. This is HawkSoft's 10th consecutive year on the Oregon Top Workplaces list. These achievements belong to our employees and we are thankful for all that they do for HawkSoft. Learn more about these awards by clicking the link in the comments. 📄

There is still time to register for the 2025 HawkSoft User Group [HUG] National Conference, #HUGatSea. Give yourself a day-after-Christmas present by signing up to be involved in an amazing experience of learning, networking, and fun. We hope to see you on the boat! 🛥️ Click the link in the comments for more information.

We'd like to shout out Carina Howrey on our Client Services team as she is celebrating her five-year anniversary with HawkSoft this month. Thank you Carina for your expertise and helping independent agents regain valuable time in their workday! 🎉

What is your role as the insured during the claims process? 🔹 Give prompt notice of damage. 🔹 Cooperate during the investigation. 🔹 Keep receipts for materials used and record of repairs. Brittany L. Carter joins the HawkSoft User Group [HUG] blog to discuss creating a disaster plan as the insured and the importance of not skimping on coverage. Visit the link in the comments to learn more. 📄