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Training Packages on HawkSoft University

HawkSoft University, our online learning portal and course catalog, is now open to existing customers. We want to position you and your agency for success, that’s why we’ve designed a series of educational courses aimed at increasing your productivity with HawkSoft. Each series comes packaged to fit your specific needs, as detailed below.


The New CSR / Agent Training Package covers core fundamentals. This $249 education track brings new employees up to speed without disrupting your busy agency’s day-to-day operations, ensuring your new employees receive adequate training and develop a comprehensive understanding of HawkSoft, which allows them to maximize their productivity.

This package includes 90 days of unlimited access to live instructor-led sessions and online self-study courses focused on the essentials, including:

  • Tips and Tricks for Successful Online Learning
  • CMS Overview One Live Learning Event (LLE)
  • CMS Overview Two LLE
  • Personal Lines One LLE
  • Personal Lines Two LLE
  • Managing Policy Status Changes for Non-Downloading Carriers
  • Suspense Reports
  • Using Correspondence Templates
  • Commercial Lines One LLE
  • Commercial Lines Two LLE
  • Schedules (four courses)
  • Certificates of Liability
  • Unmatched Documents Inbox
  • Download Processing
  • Much, much more!




To see a full list of courses and to purchase the package, click here:

New CSR / Agent Training Package


The Receipting and Invoicing Training Package is your one-stop shop for all the courses you need to be able to perform day-to-day receipting and invoicing related functions in your agency. All these courses are available on demand and self-paced, so you can complete them when you want and as often as you need.

These courses are available as a pair of packages, distinguished by level of training needed, as detailed below.

  1. Basic Receipting and Invoicing
    • Introduction
    • Invoicing
    • Receipting
    • Courtesy Invoice
    • Insured Payment Direct to Company
    • Receipt Report
  1. Intermediate Receipting and Invoicing
    • Introduction
    • Voiding a Receipt
    • Voiding an Invoice
    • Advance Premium
    • Customer Receivable Credit
    • Non-Sufficient Funds
    • Split Detail Invoice




Please note: This package is not geared toward bookkeepers who are doing more advanced accounting functions that involve reconciling transactions between CMS and QuickBooks.

You can find those courses here:

Receipting and Invoicing Training Package



The Managerial and Reporting Training Package provides the knowledge and skills necessary for managerial and reporting activities within your agency.

These courses are available as a pair of packages, distinguished by level of training needed, as detailed below.

Purchase this package to ensure you are correctly and comprehensively utilizing all of the resources HawkSoft offers to help manage your agency's reporting and administrative needs. This package covers:

  • Activity Reports (on demand self-paced course plus assessment)
  • Download Report (on demand self-paced course plus assessment)
  • Business Intelligence: Gain Insight Into Your Base of Business (on demand self-paced course)
  • Managing Your Agency Using Customized Reports (Live Learning Event)
  • Database Administration (on demand self-paced course plus assessment)




You can find that package here.

Managerial and Reporting Training Package