Insurance distribution struggles to share data. These challenges can result in errors, missed opportunities, and a lot of wasted time. That's why we're teaming up with industry leaders to find a better way.
Eliminate these pain points for your downlines:
- Wasting time uploading and downloading spreadsheets
- Unnecessary emails and phone calls
- Missing important updates
- Having information scattered across different systems
OneHQ is developing a feature that will allow you to easily share data with your downlines. What does that mean for you? Less headaches and an engaging experience that keeps your downlines and agents hooked.
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 contract confirmation steps and ensure advisor readiness. 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!
The migration is now live for all clients. We merged carrier and payout schedules for a more robust commissions system that is easier to use. Click HERE for more information.
It is important to know where your commission is coming from. That’s why you can now specify the carrier or firm associated with each transaction, allowing you to track who deposited the money into your account.
Now, all the column functions that make your Parent Reports powerful are also available for the Inner Reports within. 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.
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 and ensure you received all your commissions.
We are upgrading to industry-required Multi-Factor Authentication (MFA/2FA) methods to ensure a more secure and reliable experience for all our clients.
Slash your commissions processing time and redirect those resources to where they matter most. We handle all the tedious work, from initial setup to data cleanup and reporting, saving you countless hours and headaches. This means you can devote your valuable time to supporting your agents and growing your business, knowing that your commissions are being managed by industry experts.
Which option is right for you?
Our Commissions Services can help you reduce the busy work so that you can focus on helping more clients. Here’s what to consider when deciding which option is right for you.
If you want to learn more about our full commissions service, contact your dedicated Client Success team. They will be happy to answer any questions you have.