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HUG Workshop - Pipeline Management - Shared screen with speaker view
Amelia Jach
23:10
tell us where you're from! (i'm in Colorado)
Kelly Endicott
23:23
OHIO
Jennifer Thompson
23:34
Wisconsin
Julie Winters
23:51
Ohio
Matt Brauer
23:52
Southern California, but live in MA
Jill
24:08
Idaho
Amelia Jach
24:27
we would love to see your smiling faces if you have a video camera available to you
Cristi Werth
25:17
Kansas!!!
Katie S Stephens
25:17
Hickory, NC
Robert Rutter
25:17
Columbus, OH
Yesica Ayala
25:19
Washington
Maria
25:20
colorado
dcalcagino
25:25
Florida
kcamitses
25:31
California
Brenda Jo Robyn
25:32
san diego, CA
Maria
25:33
nice -- hello
EdwardAlden
25:34
Atlanta GA
Sylvia
25:35
Texas
Marcus Wegmeyer
25:49
Gaylord,Michigan
Lee Kirsh
25:59
the good side of Pennsylvania (near Philly)
Brenda Jo Robyn
26:00
YES - it is beautiful that time of year!
Amelia Jach
26:07
SO excited about San Diego!!
DD Jarnagin
26:25
Greetings from Bozeman, Montana
Jenn Sevilla
26:31
Temecula, California.
Amelia Jach
34:56
i'm not sure there are many actually slides to send (they are mostly IN the software today), but if there are, we'll send it out - but most importantly, this session will be recorded and sent out after the fact (as well all HUG sessions are posted on the HUG website).
Amelia Jach
35:28
someone asked if the presentation deck would be shared later...so wanted everyone to know the answer to that. thanks!
Brenda Jo Robyn
37:48
It would be awesome if we could double click on the status to have it automaticially open - to move them thru the stages -
Jennifer Thompson
40:54
We will be providing Jen's spreadsheet as well when we are sending the recorded webinar.
Brenda Jo Robyn
46:16
jenn - would love more detail on the cert tracking process
Trish Hedges
48:05
Same here!!! Cert tracking process
Robert Rutter
53:25
I'm confused by the Agent 1 Agnet 2 differentiation
Kelly Endicott
55:44
Robert - the way Jenn does it in their agency is that the SALES agent is listed in agent 2 --- the account manager is listed in agent 1 field -- totally a preference by agency, just keep it consistent so that you can pull reports accordingly.
Robert Rutter
56:44
Account Manager being different than Producer?
Kelly Endicott
57:12
Yes -- in their office they are different
Robert Rutter
57:32
We're smaller, but growing so I'm interested.
Robert Rutter
57:43
Thank you
Katie S Stephens
57:51
does the submissions work for PL too?
Kelly Endicott
57:53
Just remember that the Producer code is on the customer level and the agent code is on the policy level, those can be different
Trish Hedges
01:02:35
Will you share your 3x3 rule as well?
Cristi Werth
01:09:43
Very Cool idea!!!!
Janeth Ochoa
01:13:09
I don't have the submission tab, I missed that part.....how do I setup?
Robert Rutter
01:15:15
If we add hot buttons, are they added agenmcy wide?
Julian McCrandall
01:15:31
I set up a hot keys, when my team click on them, they receive an error. Is this a setting or configuration issue?
Jennifer Thompson
01:15:34
Here are a few ideas on what you could create hot buttons for. https://hawksoftusergroup.org/wp-content/uploads/2018/07/000005_Hot-Buttons.pdf
Jennifer Thompson
01:16:44
Julian, I think that is something you will want to talk to HawkSoft support about. They can help you troubleshoot what is happening with the hot buttons.
Kelly Endicott
01:17:30
Yes, the hot-keys are agency wide! :)
Jennifer Thompson
01:17:42
Build Your Own Correspondence Templates Recorded Webinar: https://service.ringcentral.com/recording/share/fninyVjMcbpv0gX1Ii3ocKPzbAEywH6pqMiKGvYD67-wIumekTziMw?startTime=1585673972000
Julian McCrandall
01:19:46
Thanks Jennifer T.
Julian McCrandall
01:21:26
Submission - we have to add carrier one at a time. Is there a shortcut to add multiple carriers?
Julian McCrandall
01:23:03
In the example you have Commonwealth. I like to send submission to Travelers, Hartford, etc.
Julian McCrandall
01:23:10
What Matt said.
Julian McCrandall
01:23:39
Can we do a CTRL and select to pick multiple companies?
Julian McCrandall
01:29:31
What would it be Replaced instead of Rewrite?
Julian McCrandall
01:30:42
Got it - Rewrite on the remarketed policy if we sold it. Replaced on Old. Thanks Matt.
Robert Rutter
01:33:18
This is recorded, right?
Jennifer Thompson
01:33:35
Yes, we are recording this webinar and will send it out within 24 hours.
Robert Rutter
01:35:16
THis is GOLD!
Herberta Jones
01:40:36
please display Jenn Sevilla's contact information again
KPink
01:43:50
Why would we have a title named cert?
Michele Gray
01:48:40
Thank you!!
Robert Rutter
01:48:51
Agree 100%! Thank you
kcamitses
01:48:53
Very well done Thank you
Kelly Endicott
01:48:55
AWESOME JOB!!
Maria
01:49:15
very informative -- thank you!