OneHQ | Newsletter

September 2024

LEADERSHIP MESSAGE

Eat Your Own Dog Food

We process millions of dollars in commissions each year—using our own software.

We are one of the rare software vendors in this space that processes commissions for our clients using the very system we’ve created.

Why does that matter? Because the best products come from firsthand experience.

We see every little nuance, every area for improvement, and every opportunity to make our system even better.

It has allowed us to refine OneHQ in ways that other vendors simply can’t.

So when you choose OneHQ, you’re choosing technology that is constantly being tested, refined, and perfected by the people who know it best.

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 me track production?

Easily manage all premium details in one centralized platform. 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!

Brands on Contract Levels

We've added a 'Brand' field to help you identify which brand each level corresponds to. Click HERE to learn more.

New 'Display Type' field on Reports Layout

We've introduced a 'Display Type' field in the Layout section, giving you the flexibility to choose how your report information is presented. Click HERE to learn more.

RILA: A New Product Type Added to your Options

We've expanded the available options by adding a new product type: Registered Index-Linked Annuity (RILA).

Expanded User Views: Product Type Option Added

We've introduced a new option to the existing user views: Product Type. This addition allows you to filter user access, limiting visibility to only the policies associated with the selected product type.

Coming Soon

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

New Time Filters for 'Updated/Created At' Fields

We're introducing new filter options for reports, allowing you to filter the 'Created At' or 'Updated At' information by specific hours and minutes.

Restricted Access to Attachments

We're improving your ability to manage access to attachments. This feature will be particularly useful for restricting access to confidential data for certain users.

New 'Filter Display Type' field on Reports Filter

We're introducing a new 'Filter Display Type' field to the Filter section, which will give you greater control over filter visibility.

Record Activity Log

Our new functionality will let you track all changes to individual records. You'll be able to monitor affected resources, actions performed, timestamps, and more.

DATA & INSIGHTS

Carrier Data Feeds

Thank you to all our clients who have helped connect us with key contacts at insurance carrier companies. We’re excited to share that we are making progress toward this feature becoming a reality.

Get involved

Support us by connecting us with carrier contacts. Your assistance will expedite the process and allow you to enjoy the benefits of this feature sooner! Learn more here.

TIPS & TRICKS

Check out our User Manual!

Designed to be dynamic, easy to use, and packed with helpful features, our user manual ensures you get the most out of our platform.

What you will find: