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Procedure Checklists & Documentation in HawkSoft - Shared screen with speaker view
Gary Paulson
21:28
Looking forward to this! Thanks HUG & Michelle.
Bill Quickel
22:07
Hello Gary
Jennifer Thompson
35:11
All of the documents that Michelle is sharing will be available on the HUG website under Resources - Members-Only Content and will be included in a post webinar email.
Ken Scheel
35:23
This would be a great question to ask the Q&A, Nicole!
Wade Whiteside
35:48
How about a recording of the call?
Jennifer Thompson
36:09
Yes, the webinar will be recorded. You will receive an email within 24 hour of the webinar with a link to view the recorded webinar.
Wade Whiteside
36:25
Thank you.
Jennifer Thompson
37:55
If you have questions, please remember to post them in the Q & A section rather than Chat. It allows us to easily manage which questions have been answered or are outstanding.
kim ben-shalom
57:06
We use working docs in HS
Ken Scheel
59:08
Gary, that would be a great question for the Q&A!
Ken Scheel
01:01:43
Any question is a good question, if off topic I can always redirect :)
Ken Scheel
01:10:01
Lots of good questions here that would be awesome to add to the Q&A!
Jennifer Thompson
01:12:41
All of the documents that Michelle is sharing will be available on the HUG website under Resources - Members-Only Content and will be included in a post webinar email.https://hawksoftusergroup.org/You have to creat a login in order to access the Resources-Members-Only area.Documents will be located under Resources-Members-OnlyTips & Tricks000010_Activity Template for Premium Increase Notice Auto Home000011_Activity Template for Renewal Review HOME-AUTO-UMB000012_Workflow for Renewal Review000013_Workflow for Uprate Notices on RenewalsCorrespondence TemplatesService_0114_Renewal Review #1Service_0115_Renewal Review #2I will also email them to you with the post-webinar email within 24 hours.
Jennifer Thompson
01:20:01
Katy, she will be going into some of that shortly. Although we will be holding a second webinar to go into that in more depth than we can today.
Jennifer Thompson
01:21:11
Just an FYI, Judith Gonazales sent me an auto/home quote form that they use and I will get that set up on the HUG website under the Tips & Tricks area very soon.
Jennifer Thompson
01:22:34
The invite for Part II of this webinar will be sent out with the post-webinar email within 24 hours.
Jennifer Thompson
01:23:14
That webinar will really just be about exporting the activity data to excel, cleaning it up, making pivot tables to help summarize the data in a relevant way. Too much to cover in this webinar, we decided.