HawkSoft

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. 📄

Seamlessly import policy information into HawkSoft by utilizing #HawkSoftPartner Canopy Connect. Nicole Johns joined the IP podcast earlier this year to talk about how Canopy Connect is used in a real agency and how the facilitation of data sharing improves her client experience. Read the recap of the two-part series (or listen to each episode) by clicking the links in the comments. 📄

New feature in HawkSoft 6: Tasks. Over on the HawkSoft blog, we discuss five things you should know about Tasks including: 🔹 Creating task templates to help you create common tasks quickly. 🔹 The tasks tab on a client, allowing you to track open tasks with ease. 🔹 Utilizing the task center to easily manage user/agency tasks in one place. Click the link in the comments to read the blog post. 🔗

We'd like to recognize Javier Torres for celebrating his 15-year work anniversary with HawkSoft this month. 🎉 Javier serves as our senior product manager and is a key contributor to the HawkSoft program. We couldn't do it without him. Congrats, Javier! 😃