Administrator Setup - Training Videos

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

Agency Setup

Agency Information Setup

Read More

Multi-Office Setup

Read More

Set up Agency Users

User Setup Overview

Read More

Managing Agency Users and Permissions

Read More

HawkSoft Seat Management

Read More

Agency Settings

General Settings

Read More

Required Fields Setup

Read More

Phone Integration Setup

Read More

Print Settings

Read More

User Setup

Adding a New User

Read More

Carrier Setup

Carrier Setup Overview

Read More

Initial Carrier Setup

Read More

Adding a Carrier 

Read More

Cloning a Carrier

Read More

Carrier Coverages and Lines of Business

Read More

Merge Duplicate Carriers

Read More

Correspondence Templates Setup

Modifying Base Templates

Read More

Creating Correspondence Templates

Read More

Modifying Correspondence Templates

Read More

Merge Fields

Read More

Text Message Templates

Read More

Customization Options

Customize Lists

Read More

Customize Sales Pipeline Sub-statuses

Read More

Customize Agency Announcements

Read More

Activity Tags Setup

Read More

Customize Action Menu Toolbar

Read More

Client Custom Fields

Read More

Agency Tasks Setup

Agency Tasks Setup

Read More

Default Tasks Setup

Read More