For Insuritect, a company that strives to leverage technology to gain a competitive edge over their competitors, finding the right software was critical to achieving their goals. However, they found that most systems they could have partnered with were not distribution-focused. They recognized the need to create processes that were optimized for insurance distribution and that would make their teams more efficient.

To address the challenges in finding technology solutions that were optimized for insurance distribution, Insuritect turned to OneHQ. They identified OneHQ's CRM as a critical tool that addressed a pressing need in their business. It helped Insuritect's salespeople stay on task, reduce busy work, and manage their leads more effectively. It provided real-time visibility into each salesperson's pipeline and helped identify which leads needed follow-up, allowing the sales team to prioritize their efforts and focus on the most promising prospects. This helped improve the overall sales process and drive more revenue for the company.

Overall, OneHQ helped Insuritect to optimize their processes and reduce busy work, allowing them to work more efficiently and help more clients. They were able to manage their salespeople more effectively, handle commission payouts more accurately, and make data-driven decisions that helped them to stay ahead of the competition. By partnering with OneHQ, Insuritect was able to find the technology they needed to support their business goals and stay competitive in the fast-paced world of insurance distribution.

OneHQ is committed to helping insurance firms like Insuritect address their challenges in recruiting, developing, and retaining agents while also working less. Our platform provides a comprehensive solution that streamlines the entire distribution process, from managing salespeople to handling commissions, and offers advanced features and tools that improve efficiency and productivity. By partnering with OneHQ, insurance firms can optimize their workflows, ultimately empowering them to reduce busy work and help more clients.