CASE STUDIES
Innovative Financial Group
  • Senior, Annuities & Life Insurance
Background

Over the last three years, we’ve seen around 22% increase in volume, and I would honestly equate that to having the OneHQ software.

Marques Pagan | Top Agent

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Challenge

Innovative Financial Group (IFG) struggled to find the right software among many options. They needed a solution that was intuitive, easy to use, and comprehensive. After thorough research, they chose OneHQ for its user-friendly interface and all-in-one capabilities.

Solution

OneHQ simplified things for IFG by providing in-depth insights into agent distribution, contracts, and commissions. Business owners could access detailed reports, enabling informed decisions on scaling, marketing, and resource allocation. The data from OneHQ made it easier to grow their business effectively.

Want to help more clients?

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Result

With OneHQ, IFG’s agents had the information and tools they needed to improve their performance. Access to accurate metrics allowed them to refine their strategies and enhance their skills. This led to better results and attracted other agents to adopt OneHQ’s tools. The increased interest made recruitment easier, expanded their team, and strengthened IFG’s industry reputation, positioning them as a leading force in insurance distribution.

Conversion Completed

15

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Conversion Completed

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15

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Conversion Completed

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OneHQ’s Take

We believe in making things simple. OneHQ empowered IFG with clear insights, helping them focus on helping more clients. Our straightforward solution made a real difference, showing how simplicity can lead to significant growth. We are proud to have played a part in IFG’s success and look forward to empowering more businesses on their path to reducing busy work and helping more clients.

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