Drawing from my experience, I’ve come to realize that practical approaches can significantly boost our motivation to achieve our goals. Here are three strategies that have not only helped me, but can also empower all of us:
Kyle Ginavan | CEO
Looking for quick and easy answers? Watch the video below, where we provide clear, concise answers to one of your frequently asked questions.
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!
The calculator's functionality now includes the ability to perform calculations for you under a specific condition: The Split Premium option within the Carrier’s Commissions section has been activated. Click HERE for a step-by-step guide.
You’ll find exporting your reports to be much simpler, without the need to heavily rely on the publishing feature. This means you can enjoy a faster and more straightforward exporting process. Click HERE for a step-by-step guide.
You can now create your Carrier Schedules in HQ through a spreadsheet, eliminating the need for manual creation. Click HERE for a step-by-step guide.
The system now retains 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. Click HERE for a step-by-step guide.
We're excited to announce these important updates coming soon to OneHQ! Stay tuned for the upcoming releases.
You will soon have the flexibility to select the most relevant date for calculating policies based on the product category.
You will soon find all info related to location –state, counties, zip code– within the territories field.
Embrace the opportunity to explore and adopt these tools, and you'll find yourself tapping into new heights of efficiency, productivity, and effectiveness.
We're dedicated to helping you get the most out of our software and obtain the full value from your investment. Leverage our expertise and innovative technology to create faster workflows and elevate your service. Contact our Client Success Team to learn more about implementation.