OneHQ | Newsletter

January 2025

LEADERSHIP MESSAGE

Carrier Data Feeds

We have some amazing projects in the works, and I couldn’t be more excited to share what’s coming.

New UI: Our redesigned interface is almost here. It’s faster, cleaner, and built to make every task easier.
Carrier Feeds: We have made incredible progress connecting with more carriers to provide all the data you need at your fingertips.
Website Launch: Our new site is designed with you in mind—clearer messaging, easier navigation, and a direct focus on what matters most to insurance distribution.

None of this progress would have been possible without your feedback, ideas, and support.

As we step into 2025, let’s keep that momentum going. Here’s to an incredible year ahead. Let’s make it count!

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 make it easy for me to track cycle times?

Receive alerts when steps are delayed and take immediate action to ensure faster processing. 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!

CC Contacts in Emailed Reports

We expanded the functionality of report emailing, allowing you to CC contacts in addition to users and advisors.

Expanded Email Options in Discussions

We expanded the 'Email To' and 'CC' options in Discussions to now include Sales Manager Scopes for the following product types: Annuity, Disability, Health, Life, Long-Term Care, Registered Index-Linked Annuity, and Senior.

Streamline Data with JSON

The JSON option is now available for report downloads, making it easier to integrate data seamlessly into your workflows and applications.

Coming Soon

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

Header Filters

The upcoming Header Filters feature lets you filter reports faster with quick, temporary filters directly from column headers—no need for permanent filters.