August 2023
LEADERSHIP MESSAGE
Teamwork: The Key to Transformative Impact
Teamwork: The Key to Transformative Impact

I am deeply passionate about the possibilities that teamwork brings, both within our organization and in our partnership with you. I believe that when we join forces and collaborate as a unified team, we have the potential to achieve extraordinary feats.

We may be on different teams, but we have the same mission. Instead of falling into an "us vs. them" mindset, we want to change that perspective. We see your teams as allies, not adversaries. It's about the bigger strategic mission. We want to engage with you, build a solid relationship, and make you an integral part of our collective vision. No excuses here – just working together, overcoming obstacles, and winning as a team. So let's join forces, tap into each other's strengths, and create an impact that's truly transformative.

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 often do you update your software?

Learn more about how we ensure you have all the tools you need to create the best outcomes for your business.

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!

Writing Advisors on Paid Business

We’ve enhanced your commissions experience by linking the writing advisors to the Paid Business section. Click HERE for a step-by-step guide.

Payment Counters

You can now track the number of Funds Details and the associated Paid Businesses within them. Click HERE for a step-by-step guide.

Carrier Payment Checkbox

Within the commission statements feature, you can now keep track of which statements have been paid by the Carrier. If you want to identify the payments still owed, you can run reports to find out. 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.

Inforce Status Tracking

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

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Mojo Integration

Automate the case entry process! You will soon be able to effortlessly feed new applications to the OneHQ platform by setting up the Mojo integration.

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Policy Date Fields

The system will retain the Original, Last, and Current Signed dates, as well as the Effective and Submitted dates, so you can continue using the same record for a policy even if it gets rewritten.

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Medicare Fund Details

You will soon have the flexibility to select the most relevant date for calculating policies based on the product category.

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Your Feedback Shapes Our Software

At OneHQ, we prioritize your needs and are committed to continuously improving our software. Your feedback shapes the direction we take, and we take it seriously.

Features built at your request

Innovation is at the core of our business. Our development team works fast to incorporate your feedback into our software, ensuring you get quick turnaround on technology changes needed to improve your business.

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Continuous software enhancements

By actively listening to your suggestions, we ensure that our software remains aligned with your evolving requirements. Keep sharing your insights and ideas! Together, we'll continue to grow and evolve, making OneHQ your most reliable resource.