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Meeting ID: 148 123 1390

We will be recording the session. If you cannot stay on for the entire session, we will email a link to the recorded webinar within 24 hours.

If you're just now joining us, we welcome you to turn on your camera, say Hi and tell us what city/state you're joining us from?! :-) Thanks for being here today! Stephen is excited to be interactive with everyone!

New York

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Oregon

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Upstate New York

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Denver, CO!

Hi! from Louisiana

Katy from Virginia

Sara from Florida!!

Hi From Cali

Central NY

if you're just now joining us , feel free to turn on your camera! :-)

I don't have a cameral on my work computer :( sorry

I'm on a desktop with no camera (a good thing!)

New computers ordered just before COVID - had never used the camera before, so we skipped that feature :( who knew?

no worries we understand!! :-)

YOU always look good, Stephen!

Amen Claudia

Could Stephen share again the types of monthly maintenance reports that he would reccomend?

Thank you!!

There is so much more room to the right - why hasn't HS let us see more client info on the main screen?

Casey, I suspect that when HawkSoft was originally designed, monitors were much smaller and some people need lower resolutions to see things larger and perhaps the programming hasn't necessarily caught up with that. Probably still relevant with people using laptops which don't have as large of monitors as a desktop computer.

100% agree with Casey

Does it also have to do with the font size of this demo database?

Can we have the system automatically email us specific reports at specific intervals?

Can Stephen explain the value of assigning a producer to each policy. Would love to know

Can Stephen show again where he retrieved the saved report?

So you use Producer & CSR for the same thing?

can you repeat in your scenario as to who gets paid commission if it's an agency owner that isn't servicing an account?

Thank you!!

You can convert it to Excel and email it.

Can you show again how you moved to the next customer on the report? Sorry I missed that.

can you attach documents to a saved report?

When you correct and assign or change the producer, does it not update until file maint. is completed?

I don't want to monopolize this. thanks :)

What are some of your MOST common reports you "SAVE" in HS?

great thanks!

The database cleanup guide is available on the HUG website. I will also send a link to it with the recorded webinar.

Here is the URL to the guide right now as well: https://hawksoftusergroup.org/wp-content/uploads/2020/03/000009_Database-Cleanup-Guide_HUG_Final_Fall-2019.pdf

How would you handle if Producer handles an endorsement which is paid commission and the agent 1 is a different than producer?

Do you have to have everyone out to freshen indexes?

After you right click to select the clients for the batch… what is the next selection you should choose?

Kristin - yes everyone should be out to refresh.

Sara Barcarola, you select new report from selected data. This then moves all your selections to a new report tab.

So this would be good to re-assign if an employee leaves???

do you have to freshen indexes and then refresh after every csr fix?

Thank you!!

for example... I fixed a csr that is no longer here and they were only still listed on 2 clients. another csr who is no longer here only has 3 clients. can I just fix those low volume csr fixes and then freshen and refresh only once?

thank you.

https://hawksoftusergroup.org/wp-content/uploads/2020/03/000009_Database-Cleanup-Guide_HUG_Final_Fall-2019.pdf

how do you run a backup and if you make the mistake of running the data replace how do you fix it?

Just a note to say that "Freshen Indexes" is your friend! If something is looking wonky in Hawksoft, it can often be fixed with Freshen Indexes. We do it a minimum of daily.

If you are a one location office, should you put something here??

Instead of choosing them one at a time, you could use the summary tab to summarize the report by producer.

I don't exactly need this answered today....but Im kinda thinking out loud - would creating another "office" for my benefits side be helpful? Commissions are so low on health insurance - but premium is high. So, my percentages are always hard to say when I renew E&O and other things...

Casey - great question! We have this exact same situation and numbers are skewed

This is the point that could really benefit us, Dawn. Lets chat in the next few days?

Definitely Casey. Will PM my email and #

That

That's brilliant!

can you delete your saved reports when youare finished with them?

Stephen was fantastic!!! Thank you as well for your help Jennifer.

Great presentation, Stephen! Thank you. Looking forward to next week.

Thank you!

Thank you so much!

We should be doing this every month?

Great job!!!!

Awesome informaton!!! Really informative.

where can i get the clean up guide again?

This was great thank you!

Great info, excellent presentation! While I'm excited to try all the tips, I am a little bit afraid of what I will find... (scroll up for the link Mary)

This is TOTALLY my staff every time I try to tell them anything....lol

Thanks for all the questions so I could fix stuff while you talked....LOL

Awesome INFO!!!!

When I am checking the download I open up all New Business items to make sure that they were entered correctly. It makes the maintenance easier.

This is about the third time that I've participated in one of Stephen's data clean up classes. I learn something new every time.

Where can we find the recording of this?

Thank you so much! Looking forward to next week! Everyone have a wonderful day!