June 2023
LEADERSHIP MESSAGE
Shaping Who We Are
Shaping Who We Are

We all have a common goal: to become better people and excel in what we do. What I’ve learned is that it all comes down to taking control of our lives and being mindful of the choices that shape our identities. Did you know that 48% of what we do is habit? While some habits can be beneficial, others hold us back from unlocking our true potential. The exciting part is that we have the ability to change them. These three decisions have changed my life, and I hope they can do the same for you:

  • Focus: Most people often focus on the past, the future, or what they’re missing, which can leave them feeling unfulfilled. Shift your focus to what you can control and let go of what you can't.
  • Perspective: The meaning we assign to situations can change how we feel and act. Look at the positive side of things and don't let the challenges bring you down.
  • Actions: Your behavior is influenced by how you feel. Take the necessary steps to manage negative emotions.

With the right mindset, we can all transform our lives and become the best version of ourselves.

Kyle Ginavan | CEO

INSIGHTS
Frequently Asked Questions

Looking for quick and easy answers? Watch the video below, where we provide clear, concise answers to one of your frequently asked questions.

How do you store carrier contact information?

Learn more about how our system helps you get easy access to all the information you need.

news
Transitioning to GraphQL

We’re excited to share an important update regarding our services. We will be transitioning from RestAPI to GraphQL as our primary API language in order to enhance your experience and provide even better integration capabilities.

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Estimated Timeline

Don’t worry, we won’t transition completely until GraphQL replicates all the functionalities and features you currently enjoy with our RestAPI. Here’s an estimated timeline for the transition:

PHASE 1

By mid or end of June, we plan to remove unused APIs which are listed HERE. Please verify if any of these endpoints are utilized on your end.

PHASE 2

We will reach out to you individually based on the APIs you use. We will work closely with you to ensure a smooth transition and address your specific integration needs.

Our Client Success Team (success@onehq.com) is always available to address your questions and guide you through the transition. Do not hesitate to reach out to them!

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!

JIT Contract Status

Say goodbye to manual updates! Now, your Just-in-Time contract statuses will automatically be updated to Approved when you submit the first policy. Click HERE for a step-by-step guide.

Adding Commission Statements through Import Batches

You can now select the option to generate new Commission Statements based on the spreadsheet you used to upload your Funds Details information. Click HERE for a step-by-step guide.

Hubspot integration

You can now sync data seamlessly between HubSpot and OneHQ. Maintain consistent contact information across both platforms!

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Coming Soon

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

Writing advisors on Paid Business

We’re enhancing your commissions experience by linking the writing advisors to the Paid Business section. Change writing advisors easily and keep the history of commissions.

Corporate & Individual Contracts

We’re adding the option to have both Corporate and Individual contracts in one single record, making it easier to keep track of all of a client’s contracts so that you have a complete picture of their contract history.

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Link payments by import batch

You will soon be able to assign your payouts to specific payment transactions through import batches, saving you from having to do it manually.

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Metrics that Matter

Our success is thanks to our hard-working team and valued clients. Here's a look at our progress over the past years.

Celebrating Another Year's Success

As we recently closed out our books and celebrated the end of another tax season, we're thrilled to announce another year of growth. We're proud to say that our revenue has increased every year since our start, and we couldn't have done it without you.

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