The HawkSoft Training Videos are a combination of short videos presented as learning paths designed to introduce a new user to the fundamentals of HawkSoft, and then dive deeper into more in depth workflows to help the user become proficient in using HawkSoft.
The following learning paths are targeted towards specific roles in your agency. Review each section of courses to determine which videos are most helpful to you based on your role in your agency.
Having issues seeing or hearing the training videos?
If you are having issues seeing the training videos, click the Full Screen 
button at the bottom-right corner of the video player. This will enable you to see the full-size video by expanding the video player to fit your entire screen.
If you are having issues hearing sound, this is usually caused by the volume being turned down, either on the video player, or on your computer. Check the following volume settings:
- Make sure the video volume is set to an appropriate level. The video player's volume is shown by the five dark blue/grey bars
in the bottom-right corner of the video player. Click the tallest bar to set the volume to 100%. - Make sure your computer's volume is set to an appropriate level. You can access your computer's volume by clicking the speaker icon
on your Windows taskbar. - If you are using speakers or headphones, make sure these are turned on and set to an appropriate volume.
If you are still unable to hear our training videos properly after checking the video's volume and your computer's volume, or are having any other technical issues with training videos, please contact Product Support.
Administrator Setup
The following videos will provide your agency’s administrator(s) with an overview of the most important configuration settings to get your agency up and running. Learn how to:
Enter basic agency information and set up multiple offices
Set user permissions for each of your HawkSoft users
Configure settings for imortant workflows that your agency performs on a daily basis
Set up your carriers
New Users: Setup
The following videos are intended for all new users of HawkSoft, and cover how to install and set up HawkSoft, how to configure your HawkSoft user profile and integrations (such as email, text messaging, e-signature, etc.), as well as options for customizing your HawkSoft program.
New Users: The Essentials
The following videos are intended for users new to HawkSoft, and cover tours of HawkSoft, essential workflows to know, as well as best practices.
CSR and Producer Workflows
The following videos are intended for agency CSRs (Customer Service Representatives), agents, and producers. These videos cover workflows that these employees will regularly need to perform, such as working with the Action Menu, managing clients and policies (and their attachments, as well as any applicable claims and property schedules), inserting and tracking prospect clients and policies (and gathering quotes using HawkLink), working with ACORD forms and Certificates of Insurance, and sending correspondence to clients.
Downloads
The following videos are intended for agency managers and HawkSoft employees who are responsible for processing and monitoring carrier downloads, and cover how carrier downloads work in HawkSoft, as well as how to configure download rules and settings.
Managing Agency Tasks
The following videos are intended for agency owners and managers , and cover workflows to help you run your agency and manage your staff.
Agency Reporting
The following videos are intended for any agency employees who need to run reports (depending on agency roles and workflows, this could include agents, CSRs, managers, bookkeepers, and/or agency owners). These videos cover how to run different types of reports in HawkSoft, including Quick Reports, Agency Intelligence, Sales & Retention, Activity Reports, and Download Reports. Additionally, these videos cover how to filter and summarize these reports to get the data you need, and how to save reports.
Trust Accounting
The following videos are intended for agency bookkeepers. These videos cover how to create Trust Accounting transactions in HawkSoft, such as invoices, payments/receipts, and credit memos, how to run Trust Accounting reports (including Company Payables & Agency Revenue), and other important Trust Accounting workflows.
Commission Tracking
The following videos are intended for agency bookkeepers. These videos cover how to track commissions in HawkSoft, including reconciling agency commissions, configuring agent commission rules and paying your agents, and creating agent paid statements.