July 2023
LEADERSHIP MESSAGE
Leading the Way
Leading the Way

As we reflect on our teams, it’s important to recognize this powerful truth: there are no bad teams, only bad leaders.

Leadership isn't about forcing our team members to listen or execute the plan. Instead, it's about guiding, inspiring, and leading them towards greatness. We have the responsibility to set clear expectations and hold everyone accountable. By establishing and enforcing standards of excellence, we create a culture where our team members are motivated to rise to the challenge.

Remember, leadership is not a one-way street. It's about communicating our vision, building trust, and leading by example. Our actions speak louder than words, and when we embody the standards we expect from our team, they will naturally follow suit.

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.

Can I sync my emails with OneHQ?

Learn more about how you can sync your emails, streamline your workflow, and enjoy the benefits of seamless integration.

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Continuing our Transition to GraphQL

We are excited to announce that we are ready to proceed with Phase 2 of our GraphQL Transition.

Next Steps

Rest assured, we will not proceed with removing the RestAPIs you currently rely on until GraphQL can provide equivalent functionality, ensuring that your experience remains unaffected. Your satisfaction remains our top priority throughout this process.

PHASE 2

During this phase, we will be working closely with you on an individual basis to precisely mimic the functionality of the current RestAPI you are utilizing.

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!

Sunfire Integration

Automate the case entry process! Effortlessly feed new applications to the OneHQ platform by setting up the Sunfire integration. Click HERE for a step-by-step guide.

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Report Templates

You can now enhance your HQ reports by applying formulas when exporting them to Excel format. Click HERE for a step-by-step guide.

Client Lookup

When uploading a new policy, our system now automatically matches and links it to the existing client record it corresponds to. No more double entries! Click HERE for a step-by-step guide.

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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. Click HERE for a step-by-step guide.

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.

Automated Inforce Status Tracking

When a policy is not fully paid, its status will now be "Inforce" instead of "Paid." This will allow you to accurately track the stage of each policy, ensuring clarity.

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Full Commissions Service

We're incredibly excited to share that our client base for commission processing has experienced remarkable growth. In just two years, we've more than doubled the number of clients who entrust us with their commissions!

Our team’s capabilities

When you rely on us for commission processing, you join forces with a team of insurance experts who have a deep understanding of the industry. Our specialists have handled commissions for various carriers, gaining priceless insights that solidify their expertise.

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Partner with us to simplify your commissions!

At OneHQ, we understand that commissions processing is a vital part of your business that demands the utmost attention. We are here to provide the support and assurance you need, ensuring you have full confidence in our ability to handle commissions. For more information about our Full Commissions Service, please reach out to your dedicated support team—they will be happy to help!