February 2024
LEADERSHIP MESSAGE
Speed of Sales Innovation
Speed of Sales Innovation

Every year, technology advances at a faster pace, and the next five years will reshape how salespeople operate.

As your sales assistant, AI will:

  • Analyzing data to provide agents with deeper insights into customer needs and preferences
  • Identifying and prioritizing leads based on their likelihood to convert
  • Recommending products based on fast-track underwriting results
  • Summarizing meetings and calls to highlight key takeaways

This promises a big impact on the amount of sales you can achieve. To stay on top, leaders need to be ready to adapt. At OneHQ, our continuous investment in the latest technologies ensures you are at the forefront of innovation. So, are you ready for what's coming?

Kyle Ginavan | CEO

FAQ
Frequently Asked Question

Looking for quick and easy answers? Watch the video below, where we provide clear, concise answers to one of your frequently asked questions.

What does your full-service commissions team do?

We know processing commissions is tedious and complex. Learn more about our service that takes away this pain altogether.

SOFTWARE
Software Updates

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!

Improvements in Hierarchy Reporting

Thanks to your valuable feedback, we have improved Hierarchy reporting so that you can get a better view of your uplines and downlines. Click HERE for more information.

General ledger type

We’ve added a new general ledger type in preparation for the Carrier & Payout Schedules merge.

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New "NIGO" status for contracts, opportunities, and policies

At your request, a new status has been added to identify policies, contracts, or opportunities that are not in good order (NIGO).

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External Links

You can now add shortcuts to external sites on the Side Nav bar or even host additional sites in Resource Tabs. Check out th user manual HERE for the step-by-step guide.

Coming Soon

We're excited to announce these important updates coming soon to OneHQ! Stay tuned for the upcoming releases.

Forecasting

You will soon have another way to reconcile your commissions and create business forecasts. Stay tuned for more information on this highly requested tool!

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Merging Carrier & Payout Schedules

We will soon be merging carrier and payout schedules for a more robust commissions system that is easier to use. Rest assured, extensive testing will be done to ensure a smooth transition without any impact on your operations.

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DATA & INSIGHTS
Are you missing out on some powerful commission tools?

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Transform how you process commissions

Your time is precious and we know it. Explore a few of the hundreds of features that can make a real difference in your day-to-day operations.

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Additional ways to simplify commissions management

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Want to learn more?

Your Client Success team is ready to assist you in exploring the commissions capabilities OneHQ has that can transform the way you work. Don’t hesitate to reach out!