July 2024
LEADERSHIP MESSAGE
Practice Makes Perfect
Practice Makes Perfect

If you are chasing perfection, keep repeating until you get it right.

There is a story about two pottery classes. One class was told to make one perfect vase for the year. The other class was told to make as many vases as they could. By the end of the year, the class that made more vases had created more perfect ones than the class that focused on just one perfect vase.

That is the power of iteration. It's not about achieving perfection on the first try, but about getting your hands dirty and improving with each attempt. Practice and consistency lead to excellence.

So, embrace the process, keep creating, and remember that each iteration brings you closer to perfection. Don’t wait for the perfect moment; create perfection by taking action.

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 streamline data and simplify operations?

Automate routine tasks to free up valuable time and focus on what really matters: growing your business and serving your clients.

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!

Paid Business & Payouts Merge

We have merged Paid Business and Payouts to simplify data entry and reporting while enhancing system stability and speed. Click HERE to learn more.

Inactive Contract Levels Warning

We introduced a new alert message within Contract records. You will now see a warning when you select an inactive Carrier Level. Click HERE to learn more.

Transactor field available for Debits

We have renamed the 'Depositor' field to 'Transactor' to reflect its expanded capability to handle both Debits and Credits.

Transactor field available for Debits
Policy Submission Type

The Policy Submission Type can now be set within Product records, providing greater control over the available options when creating new policies. Click HERE to learn more.

Policy Submission Type

Coming Soon

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

Deposits

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.

Deposits
Graphics and Sort Option for 'Count' columns

You will soon have the option to sort by Count and rename the Count column. Additionally, you will be able to insert graphics for count values.

Graphics and Sort Option
Start and End Date Options for Badges

You will soon have the option to add Start and End dates for Badges. This feature will allow you to track when a badge was added and when it ended for the record.

Start and End Date Options for Badges
Renaming Fund Details to Paid Business

As the final stage of our recent merger of Paid Business and Payouts, 'Fund Details' will be renamed to 'Paid Business'.

Renaming Fund Details
DATA & INSIGHTS
All Carrier Data in OneHQ!

The Carrier Data Feeds feature automatically pulls data directly from carriers into OneHQ, helping you streamline your teams’ workflow and save them significant time and effort. Imagine having all insurance carrier information in one place—no more logging into multiple portals or searching for the data manually.

Our new Carrier Data Feeds will bring essential carrier information directly into OneHQ, including:
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Get involved

We’re looking to partner with insurance carriers to feed their data into our system. Here’s how you can be part of the process:

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Let’s collaborate to integrate carrier data feeds, giving you easy access to all your information in one place.