CRM Built Specifically for Insurance Distribution
Profile your agents
Develop strong relationships. With everything you need at your fingertips, you can trust that your agents will be happy, engaged, and committed to success.
Profile your agents
Develop strong relationships. With everything you need at your fingertips, you can trust that your agents will be happy, engaged, and committed to success.
Track incentives and trip qualifications accurately, making your programs more effective
Celebrate your agents’ milestones and strengthen relationships
Understand your agents’ production and the value each brings to your business
Answer commission grid questions easily
Experience the simplicity of giving your agents the information they need, quickly and accurately.
Navigate hierarchies with ease
Effortlessly explore hierarchies to keep track of your agents' levels. Stay informed and make it easy to understand complex commission structures!
Ensure that anyone accessing a record is up-to-date on the latest developments
Access all interactions between case managers and agents for effortless collaboration.
Ready to see our technology in action?
OneHQ is the key to unlocking higher sales and better service.
Contact the right agents
OneHQ streamlines agent recruitment by making it quick and easy to connect with potential clients.
Step 1
Set up your template
Easily create and customize your template, with a real-time preview to ensure everything looks just right before you send it out.
Step 2
Choose your sales list
Select the sales or lead list you want to engage, with quick access to all your saved lists so you can target the right agents.
Step 3
Work it
Work
Send custom messages to each agent, matching their preferences.
Speed Work
Use a template to send a message to each contact with one click, moving through your list quickly.
Blast
Reach your entire list at once with mass communication for broader updates.
Curious about how OneHQ can transform your business?
Let OneHQ help you reduce busy work and help more clients!
Stay on track
Make sure you never miss an opportunity again by effortlessly organizing your workflow with OneHQ.
Take action at the right time. Set reminders and never miss following up with an opportunity again.
Your data works for you (for a change...)
With OneHQ, you can upgrade from Excel sheets to real-time insights. Improve your team's ability to support agents and drive growth.
Explore Recruitment, Sales, and Production Dashboards
Your Recruitment Dashboard
Track agent interactions, levels and commissions here
Predict which agents are most likely to join your firm
Highlight agents with the strongest potential
List agents who have not been contacted, to ensure no opportunities are missed
Monitor recruiting tasks and engagement history
Identify where your leads stand to prioritize efforts
Identify which channels are attracting the best candidates
Break down where each agent is in the recruitment pipeline
Your Company Production Dashboard
List sales leads that haven’t had any follow-up
Estimate future results based on current activity and sales efforts
Rank sales managers based on recruitment and production performance
Track efforts in reaching out to prospects
Get a snapshot of what each sales manager accomplished this week
View the number of agent touch points made by each sales manager today
Your Production Dashboard
View the total policies you’ve sold and premiums generated this month
Compare your production this year to the same time last year
Break down your production by product type
Track your current sales pipeline
Display the number of policies you sold and the premiums collected each day
Unlock actionable insights with powerful reports
Case Study
Integrity Marketing Group
“OneHQ is the backbone of everything we do; it’s our contact manager, it’s the engine that runs the business.”
