Hawksoft Time Management Hacks – Podcast With the Diva of Insurance
In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro interviews Stephen Harrington, Chief Operations Officer at Cross Insurance Agency and Owner of Diva of Insurance. Five minutes saved every day is actually over 21 hours per year, which is why we partnered with The Diva of Insurance to give you the best time-saving tips on the Hawksoft Agency Management System. We cover how Hawksoft can help you drive our top 12 insurance time management tips.
Episode Highlights:
- Stephen discusses his role at Cross Insurance. (3:50)
- Stephen shares how he helps agencies with Hawksoft. (4:09)
- Stephen shares how Hawksoft helps with email efficiency. (7:04)
- How long does it take to attach an email in Hawksoft? (9:24)
- Stephen explains one of the best features of Hawksoft. (12:51)
- Stephen explains how policy delivery works in Hawksoft. (26:04)
- How can Hawksoft be utilized during the first call resolution? (35:41)
- Stephen shares how to identify the least desirable accounts. (44:15)
- How can you use Hawksoft to make quoting easier? (50:51)
Key Quotes:
- “The key that always kept me moving on, and helped me help others move on, was education. You can’t move forward if you don’t know what’s happening. You’ve got to stay educated.” – Stephen Harrington
- “I think if you really get in the habit of making the suspenses your workflow, not your email your workflow…That’s where you’re going to really get some bang for your buck with Hawksoft and getting out of the trap of email.” – Stephen Harrington
- “The better you know the system, the more efficient you are at it, the fewer errors that happen, and the quicker you’re going to get through screens.” – Stephen Harrington
Resources Mentioned:
- Stephen Harrington LinkedIn
- Cross Insurance Agency
- Diva Of Insurance
- Kelly Donahue-Piro LinkedIn
- Agency Performance Partners
