CASE STUDIES
Ideal Producers Group
  • Annuities & Life Insurance
Background

Once we partnered with OneHQ, it was very clear the difference that it made. I don't know that our business model would be as successful as we have been. We grow every year and it's a lot to do with the information we're able to supply.

Karen Essary | Chief Operating Officer

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Challenge

Running incentive programs can be a challenge for firms, particularly when it comes to managing and tracking agent performance data. IPG faced this challenge with their outdated system, which made it difficult to effectively motivate and incentivize their agents. Their homegrown database was giving them busy work and slowing their processes, resulting in inaccuracies. In order to improve their incentives programs and drive better performance, IPG was in search of a solution that would streamline their processes and allow them to help more clients.

Solution

OneHQ automated IPG’s incentives tracking system and eliminated their busy work, freeing them up to focus on what's important: helping more clients. By utilizing OneHQ for all their operations, IPG is able to work less and produce more. Before OneHQ, IPG’s agents—like many in the industry—relied on spreadsheets to track incentives due to a lack of reliable data. With OneHQ, IPG was able to streamline incentives tracking and communication, freeing up time for their agents to close more cases and enjoy a better work-life balance.

Want to help more clients?

Reach out now and let's start growing together!

Result

With OneHQ, IPG has developed stronger relationships with their agents by providing them with real-time access to incentive tracking data and empowering them to stay motivated. As a result, IPG has been able to enhance their professional image and are now recognized for their reliable and exceptional service. This has led to increased sales and improved business outcomes, demonstrating the effectiveness of OneHQ in helping IPG achieve its goals. With the ability to provide real-time incentive tracking and data, IPG is better equipped to motivate and retain their agents, as they are able to clearly see the direct impact of their hard work and contributions.

Conversion Completed

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Conversion Completed

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Conversion Completed

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OneHQ’s Take

OneHQ's goal is to help companies like IPG recruit, develop, and retain top-performing agents. By streamlining incentive tracking and providing real-time access to performance data, OneHQ empowers agents to focus on what they do best. This, in turn, helps companies develop and retain talented agents who are motivated to achieve better outcomes for the business. Before implementing OneHQ, IPG's agents did not have access to incentives data they could trust, which affected their performance. With OneHQ, IPG is now able to access real-time data and easily update their agents, eliminating the need for manual spreadsheet tracking and reducing everyone's workload. Agents can now work faster and more efficiently, which means they have more time to focus on what really matters - writing more cases for IPG. The end result? Both IPG and their agents see a boost in their performance, with improved productivity and sales outcomes.

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