Ever thought about why we use scorecards in business? They're like roadmaps, highlighting 5-15 key metrics that indicate whether your business is on track to hit its goals. Each team has its unique scorecard, and every employee has at least one target to measure their progress.
But what exactly should you measure? Think of it this way: instead of just focusing on the end result, focus on the steps that take you there. It's like wanting to lose weight; instead of just tracking pounds lost, focus on the activities that contribute, like miles walked or calories burned. For us, it’s about phone calls made and follow-ups done – the actions that drive our success.
Here's the deal: these numbers aren't just statistics. They're the pulse of our daily work, telling us how we're doing and keeping us accountable. By focusing on these leading indicators, we catch issues before they escalate, ensuring we stay on course.
So, invest time in building a scorecard and creating smart targets. This way, you and your team know exactly what needs to get done each week to keep important goals on track.
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.
Worried about frustrating agents with extended case processing times? OneHQ has got you covered.
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 now have the flexibility to select the Carrier or Firm associated with your Commission Statements, as well as indicate the desired status. Click HERE for a step-by-step guide.
With this new feature, you can now send merged reports in a single email or post the reports directly in a user profile without the need to send them as an email. Click HERE for a step-by-step guide.
Now you can easily identify the underwriting type of Life products on Policy and Product records. Plus, you can use the Underwriting Type as a filter in your Carrier Schedules. Click HERE for a step-by-step guide.
Coming Soon
We're excited to announce these important updates coming soon to OneHQ! Stay tuned for the upcoming releases.
You will soon have the ability to seamlessly integrate reports as columns within other reports, empowering you to create even more detailed and precise reports. Click HERE for a step-by-step guide.
Soon, the 'Managers' section will automatically populate with the managers set on the Advisor record in more cases. Click HERE for a step-by-step guide.
You will soon have another way to reconcile your commissions and create business forecasts. Stay tuned for more information on this highly requested tool!
During open enrollment, having the right insights at your fingertips can make all the difference. That's why we've put together a list of HQ reports that can help you track important metrics during this period!
Did you know about these HQ Reports in your toolbox?
Want to learn more?
These reports are just a glimpse of the valuable insights available to you. OneHQ offers a wide range of reports beyond these examples. To learn more, contact your Client Success Team. They're ready to assist you in exploring all the report options available.