March 2024
LEADERSHIP MESSAGE
Improving the Agent Experience with AI
Improving the Agent Experience with AI

Agents still make 90% of life insurance sales in the US.* Given the importance of the agent in the insurance selling process, it is crucial to invest in improving the agent experience. AI is transforming how agents serve customers by:

  • 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

By leveraging AI, you can empower your agents to help more clients and make more sales. OneHQ is committed to supporting you in this journey, investing in AI with a specific focus on enhancing agent capabilities.

*Source: Insurance News Net

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.

How does OneHQ help track commissions owed?

Effortlessly look up positive or negative balances at any given time. Watch now to learn more!

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!

Discussion Jobs

"Email Jobs" have been renamed to "Discussion Jobs" as we aim to expand the ways reports can be shared beyond just email.

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Contact Preferences

We are introducing a new section for setting up contact preferences for clients, agents, and departments, enabling easy customization of communication preferences. Click HERE for more information.

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.

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DATA & INSIGHTS
Stop spending days fixing endless commission errors!

We handle all the tedious work for you, freeing up your valuable time to focus on supporting your agents. Let us take care of the details, so you can concentrate on what you do best!

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Key Results of Full Service Commissions

Our full service commissions provides you with a dedicated team of experts that have repeatedly managed this process with success.

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