The integration of artificial intelligence in Annuity, Life, and Health Insurance is going to revolutionize the way Agents interact with Clients. With AI, Agents will be able to recommend better cross sales insurance products, automate the annual review, and streamline follow-ups. Clients will also benefit from faster, more efficient processing and service. By embracing cutting-edge technologies, Agents can improve the client experience and create stronger customer loyalty.
If you are interested in what HQ is doing to help you harness the power of AI and revolutionize the client experience for your Agents, please get in touch.
Kyle Ginavan | CEO
Are you using OneHQ to its full potential? Make sure you're taking advantage of all our innovative features to streamline your business processes and increase productivity.
Learn more about this convenient feature and how it can simplify your communication process. No more workflow disruptions!
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!
You can now fix missing Writing Advisor fields on existing policies by easily importing the necessary information onto the contract. Say goodbye to missing information!
Our new Regenerate Payout button saves time and effort by allowing you to easily fix setup errors in Fund Details without redoing everything. It's a simple and user-friendly solution!
You can now send emails directly from firm records, whether it's individual emails or burst and blast emails. Manage your communication needs and streamline your workflow.
You can now edit or remove Sales Managers' information in policies, including start and end dates and ownership percentage, with ease.
As part of our ongoing commitment to delivering powerful and time-saving features, we're excited to share some life-changing metrics with you.
OneHQ Saves A Client Over 9 Hours of Work
Recently, our Commissions Service Team helped a client save time by reducing the time it took to generate personalized commission reports from 9 hours to just 30 minutes. By demonstrating how to make the most of the tools available in OneHQ, we helped them eliminate busywork and save valuable time.
Experience These Results Yourself!
Our commissions service is designed to help you reclaim your time and take your business to the next level. Our team of experts will work with you to identify areas of your workflow that can be automated and streamlined. We'll help you implement custom solutions that are tailored to your specific needs, so you can focus on what you do best - growing your business. Contact us today to learn more about our commissions service!
Looking for a quick and easy way to save time when entering dates in our software? Look no further than the space bar!
Auto-populate Today's Date with the Space Bar
Did you know that pressing the space bar in the date field will automatically populate today's date? That's right, with just one keystroke, you can quickly and accurately input the current date, without having to navigate through menus or manually enter the date.