HawkSoft User Group
HawkSoft User Group (HUG) is a 501(c)(6) member association that provides education, events, and peer networking for independent mid-market insurance agencies using HawkSoft agency management software across the United States.
- Company typePrivate
- Founded2017
- HeadquartersJanesville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What HawkSoft User Group does
HawkSoft User Group (HUG) is a member-driven professional association (501(c)(6)) that supports independent insurance agencies using HawkSoft agency management software. Founded in 2017 and headquartered in Canby, Oregon, the organization serves mid-market insurance agencies seeking to maximize their investment in the HawkSoft platform through peer learning, best-practice sharing, and structured education.
HUG's product surface is event- and content-centric rather than technology-centric. Its offerings include an annual national conference (April 8-10, 2026), one-day regional meetings held across eight US cities in 2026, the Hawks Nest Executive Retreat for agency owners, live and recorded webinars, a Knowledge Library, CMS Templates, and Customer Advisory Boards that channel member feedback into HawkSoft's product roadmap. The organization's website is built and hosted on Agency Revolution infrastructure (FMG Suite, LLC), and it uses eventPower as its event technology platform for registration and agenda management.
The organization operates a community-led go-to-market with three primary revenue streams: member-supported participation, per-attendee event registration fees ($135 for regional meetings; $675-$875 for the executive retreat), and sponsorship packages sold to insurance technology vendors that target HawkSoft agencies. Distribution is direct and self-enrollment based, with growth driven by word-of-mouth within the insurance agency ecosystem and a content presence across a blog, Facebook, LinkedIn, and Instagram.
HawkSoft User Group firmographics
Firmographics- Name
- HawkSoft User Group
- Legal name
- HawkSoft User Group
- Website
- https://hawksoftusergroup.org
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- HawkSoft User Group (HUG) is a 501(c)(6) member association that provides education, events, and peer networking for independent mid-market insurance agencies using HawkSoft agency management software across the United States.
- Ownership category
- akta.pro rank
HawkSoft User Group industry classification
Industry- Product category
- Insurance Industry Professional Association / User Community
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Customer/User Conferences & Client Advisory Boards (THAHAMAD)
- akta.pro secondary industries
- Executive Leadership Summits (C-Suite, Board, Strategy Offsites) (THAHAMAA), Company All-Hands, Town Halls & Leadership Offsites (THAHAIAB), Internal Communications (Town Halls, All-Hands, Leadership Broadcasts) (THAHAMAF)
Keywords
Where HawkSoft User Group is headquartered
LocationHeadquarters
- HQ city
- Janesville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HawkSoft User Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Operations, Personnel, Marketing or Sales, Technology or R&D
Revenue model
- Membership Fees: HUG operates as a member-driven community supported by member participation. The organization hosts paid events including national conferences, regional meetings, and executive retreats where registration fees are charged.
- Event Registration Fees: Revenue generated from registration fees for regional meetings ($135 per attendee) and Hawks Nest Executive Retreat ($675-875 per attendee depending on rate period).
- Sponsor Partnerships: The organization partners with technology vendors and service providers who sponsor events, providing revenue through sponsorship packages at conferences and retreats.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Regional Meeting General Rate |
| One time/ perpetual license | Pay-as-you-go | Hawks Nest Executive Retreat - Attendee |
| One time/ perpetual license | Pay-as-you-go | Hawks Nest Executive Retreat - Spouse/Guest |
| Other | Pay-as-you-go | Hotel Accommodation Rates (Regional) |
| Other | Pay-as-you-go | Hotel Accommodation Rates (Hawks Nest) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
HawkSoft User Group product offering
Product offeringCore offering
HawkSoft User Group (HUG) is a member-driven professional association that provides insurance agencies using HawkSoft agency management software with peer education, networking, and product feedback opportunities. Its core offerings include an annual National Conference, regional one-day meetings across eight US cities, the Hawks Nest Executive Retreat for agency owners, live and recorded webinars, a Knowledge Library, CMS Templates, and Customer Advisory Boards that connect members directly with HawkSoft staff and product development.
Product overview
HawkSoft User Group (HUG) is a member-driven community organization that provides a comprehensive ecosystem of educational resources, events, and peer networking opportunities for HawkSoft insurance agency management software users. The organization offers a multi-tiered structure including the Knowledge Library, CMS Templates, live and recorded webinars, Customer Advisory Boards for product feedback, national conferences, regional meetings in eight cities, and the exclusive Hawks Nest Executive Retreat. These products and services work together to support insurance agencies through education (webinars, conferences), peer collaboration (regional meetings, retreats), product input (CABs), and ongoing knowledge sharing (blog, templates, library). HUG is not a technology product company but rather a user community organization supporting the HawkSoft software ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- HUG Regional Meetings: One-day regional meetings held across multiple US cities featuring sessions taught by HawkSoft employees and users, hands-on workshops, solution circles, panel discussions, and networking opportunities.
- Hawks Nest Executive Retreat
- Customer Advisory Boards (CABs)
- HUG National Conference
Products and services
- HUG Membership Member-driven professional association open to insurance agencies using HawkSoft software, providing access to knowledge libraries, CMS templates, webinars, conferences, regional meetings, executive retreats, and Customer Advisory Boards.
- HUG National Conference Annual multi-day conference bringing together HawkSoft users, HawkSoft staff, and industry experts for education, peer networking, and collaboration (e.g., April 8-10, 2026 edition).
- HUG Regional Meetings One-day regional educational meetings held across multiple US cities (e.g., Orange County CA, Minneapolis MN, Annapolis MD, Syracuse NY, Atlanta GA, Columbus OH, Sacramento CA, Tampa FL) featuring sessions taught by HawkSoft employees and users, hands-on workshops, solution circles, panel discussions, and networking.
- Hawks Nest Executive Retreat Exclusive three-day leadership retreat for insurance agency owners and executives, featuring guided discussions, peer exchanges, leadership development, and sponsor networking at Hotel Viking in Newport, RI.
- Customer Advisory Boards (CABs) Member advisory focus groups that conduct initial reviews and provide consumer insight for new features and solutions developed by HawkSoft, enabling members to influence product development.
Quantifiable outcome
- Member agencies improve processes, clean data, run reports, and develop workflows within HawkSoft
Companies that use HawkSoft User Group
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
HawkSoft User Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
HawkSoft User Group partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered minor and core.
- E.Z. COMPminorEvent sponsor for HUG regional meetings. E.Z. COMP provides sponsorship support at regional events, gaining visibility among HawkSoft users in exchange for event support.
- Agency SolutionsminorEvent sponsor for HUG regional meetings. Agency Solutions sponsors regional events to connect with insurance agencies using HawkSoft.
- b atomic!minorEvent sponsor for HUG regional meetings and Hawks Nest Executive Retreat. Provides sponsorship support at events for insurance industry exposure.
- LightspeedminorEvent sponsor for HUG regional meetings. Lightspeed sponsors regional events to connect with HawkSoft user agencies.
- SembleyminorSponsor of the Speakeasy event at Hawks Nest Executive Retreat (September 2026). Sembley provides sponsorship for evening networking events.
- CaraminorGroup tour sponsor for Hawks Nest Executive Retreat (October 6-8, 2026). Cara sponsors the Wednesday group tours including Sailing Museum Tour, Seaweed Pressing Workshop, and Newport Vineyard Tour.
- AdaptminorSponsor of the Spouse/Guest Marble House Mansion Tour at Hawks Nest Executive Retreat (October 6-8, 2026).
- HawkSoftcoreHawkSoft is the software company whose users HUG serves. The organization was created to support, connect, and empower HawkSoft users through education and collaboration. HawkSoft staff participate in HUG events as educators and subject matter experts, and HUG provides product feedback through Customer Advisory Boards.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
HawkSoft User Group competitors and assessment
Company assessmentBroad incumbents
- Salesforce Trailblazer Community: The large-scale technology vendor user community model at global scale. Comparable in structure (user groups, conferences, CABs, learning content) but vastly larger and software-category-agnostic, illustrating how a vendor user community can be built at scale.
- Professional Insurance Agents (PIA): National trade association serving independent insurance agents with education, conferences, and member services. Competes for share-of-wallet on agency education and community engagement.
- Independent Insurance Agents of America (Big "I"): National trade association for independent insurance agents that runs conferences, education, and advocacy for the same agency segment HUG serves. Larger, broader incumbent organization with overlapping target customers.
- NAMIC (National Association of Mutual Insurance Companies): Insurance industry association running member events, education, and advocacy for mutual insurance companies. While focused on carriers rather than agencies, it shares the association/membership-driven event model.
- HubSpot Community: Vendor-sponsored user community for HubSpot software featuring user groups, certifications, INBOUND conference, and a knowledge base. Analogous business model of monetizing user community through events and ecosystem partnerships.
Emerging players
- InsurTech Hartford: Regional insurance technology community organization hosting events, education, and networking for insurance technology professionals. Comparable community-led GTM motion focused on insurance-tech ecosystem engagement.
- EZLynx User Community: User-facing community and education programs for EZLynx rating and agency management users, an emerging competitor to HawkSoft in the independent agent segment with overlapping agency customer base.
Direct peers
- NetVU (Network of Vertafore Users): Independent user community for Vertafore agency management system users, the most direct analog to HUG since Vertafore is HawkSoft's primary competitor in the same insurance-agency software category. Runs similar annual conferences, regional events, and educational programming for member agencies.
- AMS360 User Group: User community for Vertafore's AMS360 agency management system, providing education, conferences, and peer networking for independent insurance agencies. Closely mirrors HUG's structure of vendor-affiliated user community serving mid-market insurance agencies.
- Applied Epic User Community: User community surrounding Applied Epic, the flagship agency management platform from Applied Systems and another direct HawkSoft competitor. Operates customer conferences, training events, and CABs targeting the same independent insurance agency segment.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
HawkSoft User Group social profiles
Digital presenceHawkSoft User Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
HawkSoft User Group leadership team
Management profileNumber of profiles
Profiles1 record
HawkSoft User Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HawkSoft User Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HawkSoft User Group
What does HawkSoft User Group do?
HawkSoft User Group (HUG) is a member-driven professional association that provides insurance agencies using HawkSoft agency management software with peer education, networking, and product feedback opportunities. Its core offerings include an annual National Conference, regional one-day meetings across eight US cities, the Hawks Nest Executive Retreat for agency owners, live and recorded webinars, a Knowledge Library, CMS Templates, and Customer Advisory Boards that connect members directly with HawkSoft staff and product development.
Is HawkSoft User Group a public or private company?
HawkSoft User Group is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was HawkSoft User Group founded?
HawkSoft User Group was founded in 2017. It employs 1 to 10 people.
Where is HawkSoft User Group based?
HawkSoft User Group is headquartered in Janesville, United States, in the North America region.
How does HawkSoft User Group make money?
Three revenue lines are on record. Membership Fees are the primary driver. The others are event Registration Fees and sponsor Partnerships.
Who are HawkSoft User Group's main competitors?
Broad incumbents on record are Salesforce Trailblazer Community, Professional Insurance Agents (PIA), Independent Insurance Agents of America (Big "I"), NAMIC (National Association of Mutual Insurance Companies) and HubSpot Community. Emerging players are InsurTech Hartford and EZLynx User Community. Direct peers are NetVU (Network of Vertafore Users), AMS360 User Group and Applied Epic User Community.
Does HawkSoft User Group have an API?
No public API is recorded for HawkSoft User Group.
What industry is HawkSoft User Group in?
HawkSoft User Group's product category is Insurance Industry Professional Association / User Community. Its primary akta.pro industry code is THAHAMAD, Customer/User Conferences & Client Advisory Boards, with a secondary code of THAHAMAA, Executive Leadership Summits (C-Suite, Board, Strategy Offsites). Its SIC code is 8600.