Making the most impact in your company starts by determining how you best serve your team and your company. If you have an overflowing plate, what can you do to have the work-life balance necessary to live your best life? The solution lies in your answers to the following four questions:
Kyle Ginavan | CEO
Looking for quick and easy answers? Watch the video below, where we provide clear, concise answers to one of your frequently asked questions.
We are always adding and improving features to make OneHQ even more valuable for you. We're excited to tell you about these new improvements, and we hope you enjoy them as much as we do!
You can now find all info related to location –state, counties, zip code– within the territories field. Click HERE for a step-by-step guide.
We've introduced a new feature specifically designed to help you track the Advisor or Firm's Distribution Agreement. Click HERE for a step-by-step guide.
You can now easily limit user access to policies and contracts using a filter. This filter lets you clearly specify which group of policies and contracts they are allowed to view.
We're excited to announce these important updates coming soon to OneHQ! Stay tuned for the upcoming releases.
You will soon be able to generate payouts in the Submitted Business section, giving you the option to make payments on submitted applications and approved business.
Innovation is at the core of our business. We're not just keeping pace; we're pioneering the future of insurance distribution technology.
When you rely on us for commission processing, you join forces with a team of insurance experts who have a deep understanding of the industry. Our specialists have handled commissions for various carriers, gaining priceless insights that solidify their expertise.