In the dynamic world of business, it's not just about what you do; it's about how you do it that truly sets you apart. Customers aren't diving into the specifics of your offerings; they're captivated by the unique experience your business provides. And that experience needs to be consistent every time. So, here's the deal: pinpoint the critical 20% of actions that yield 80% of your results. OneHQ can help you with that. Our tools are designed to help you identify and focus on the core actions that truly matter. With OneHQ, it's about optimizing not just customer experiences but also your internal processes. Experience a better way of doing business. It's not about what you do; it's all about how you do it.
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.
Tailor your reports to focus on the aspects of your business that matter most to you. Watch now to learn more!
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!
Now the 'Managers' section automatically populates with the managers set on the Advisor record in more cases. Click HERE for a step-by-step guide.
Now if you choose multiple Underwriting Types, the Underwriting Type field in Policies will not be auto-populated. 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 another way to reconcile your commissions and create business forecasts. Stay tuned for more information on this highly requested tool!
We will soon be introducing "Chargeback" as an option in the ‘Advance’ field within Paid Business.
Expect clearer data visualization and an overall improved user experience, making it easier for you to create reports for hierarchy data.
In preparation for our new UI launch, we will soon be merging carrier and payout schedules for a more robust commissions system. Rest assured, extensive testing will be done to ensure a smooth transition without any impact on your operations.
Dive into targeted performance reports and visualize critical data directly on your dashboard, putting all the key insights at your fingertips. Streamlined access to agent metrics for smarter, data-driven decisions.
Stay on top of agent production
Keep track of your agents' monthly sales and cases, all at a glance on your dashboard for quick decisions.
Explore individual agent performance and spot trends
Track your agent's growth visually by comparing sales annually and across product categories.
Want to learn more?
These reports aren't just numbers—they're personalized tools for strategic decision-making, all conveniently visualized on your dashboard. Curious or looking to explore more options? Reach out to our team at success@onehq.com