The ability to seamlessly share data with your downlines goes beyond convenience—it's about creating a sticky experience that ties them into doing business with you. This capability not only enhances operational efficiency but also addresses one of the biggest requests we have received at OneHQ. We're actively collaborating with industry leaders to develop a solution that will lock in your downlines and agents, making it difficult for them to get away.
But what difference does data sharing really make?
- It makes you easier to do business with.
- It saves you time and money by reducing the number of questions you receive from agents.
- It enables you to provide better service to your agents.
- It provides real-time access to information, facilitating collaboration.
Essentially, OneHQ is working to transform all the internal work your team is doing into a valuable data feed for your clients. Our goal is to help you reduce busy work so that you can help more clients.
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.
Automate case entry through integrations with top insurance vendors. 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!
We have merged carrier and payout schedules for a more robust commissions system that is easier to use. Click HERE for more information.
You can now easily control the visibility of Social Security Numbers based on user type. Enjoy the flexibility of managing sensitive information with ease.
Now you have the option to include inactive resources in your searches, giving you greater control and access to all relevant information.
You can now see a list of all commission schedules associated with a policy, a capability made possible by the recent merge of carrier and payout schedules.
Coming Soon
We're excited to announce these important updates coming soon to OneHQ! Stay tuned for the upcoming releases.
We are merging Paid Business and Payouts to pave the way for our new UI, which will make data entry and reporting even easier, as well as improving system stability and speed.
You will soon be able to reconcile your commission statements with deposits received. This feature allows you to match amounts for easy tracking.
Our clients’ top integrations with leading insurance vendors, featuring...
Easily integrate any tool with OneHQ
If you have other platforms you want to integrate with, OneHQ offers these capabilities to make it easy:
