OneHQ | Newsletter

October 2024

LEADERSHIP MESSAGE

Staying Laser-Focused

Most sales teams only spend 35% of their time actually selling.

The rest of their time is consumed by repetitive tasks like tracking their commissions, building sales lists and searching for information for their agents... instead of closing deals.

These distractions and busy work hold back sales activity. To drive real results, it’s essential to keep your sales team on the phone talking to agents.

The right tools make all the difference. With OneHQ's CRM, you eliminate the busy work that pulls your sales team away from selling so they can get back to helping agents.

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 advisor incentives?

Track incentives and share progress with your advisors and internal sales teams. 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!

New 'Total' Display Type Option on Reports Layout

We added a new 'Total' option to the Display Type field in the Layout section, adding a new way to display data on your dashboards. Click HERE to learn more.

New Incentives Schedules

With our improved Incentive Schedules, you will be able to track, manage, and generate incentives. Click HERE to learn more.

Selling Agreements

We added a 'Selling Agreements' field to Contract Levels and a 'Selling Agreements' section to Firms designated as Broker Dealers to make managing agreements easier.

Coming Soon

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

Report Grouping

We are launching a new Report Grouping feature to help you manage and organize stitched reports more effectively.

DATA & INSIGHTS

Carrier Data Feeds

You could save up to 270 hours per month by eliminating manual carrier logins and application tracking.

Help us bring this feature to life

Support us by connecting us with carrier contacts. Your help 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: