What you will find:
- Step-by-step guides
- Practical tips
- Search key terms
- Best practices
May 2025
LEADERSHIP MESSAGE
AI Development Has Started
Our AI journey is starting now. We are bringing AI into every part of the OneHQ platform. We have a lot of ideas in motion, but we would love to hear yours too.
If you could create an AI tool to make your day easier, what would it do?
Here’s where we are planning to begin:
- AI Agents for workflow automation.
- Meeting and call summaries.
- New business cover letters.
- Agent engagement and lead scoring.
- Agent profiling.
- Assistant for writing emails and text messages.
Thanks for being part of building the future with us.
Kyle Ginavan | CEO
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!
Contract Hierarchies Update
The Contract Status field was moved to the Level section, a new Status Summary label was added to Contracts, and Contract Hierarchies pointing to the same Hierarchy have merged.
CC Managers in Policy Discussions by Department
You now have more control over who gets looped into policy discussions. Instead of just using the general “CC to Internal Manager” or “CC to External Manager”, you can now specify CCs based on specific departments.
New Options in Advisor Status Dropdown
To improve tracking and segmentation, we added two new values to the Advisor Status dropdown: Licensed and Non-Licensed.
DATA & INSIGHTS
Know Your Agents’ Profitability
Our platform gives you real-time visibility into agent profitability across your entire distribution network.
Use Production Dashboards to:
Whether you're managing ten agents or a thousand, with OneHQ, everything you need is at your fingertips.
TIPS & TRICKS
Check out our User Manual!
Designed to be dynamic, easy to use, and packed with helpful features, our user manual ensures you get the most out of our platform.
FAQ
Frequently Asked Question
Looking for quick and easy answers? Watch the video below, where we provide clear, concise answers to one of your frequently asked questions.
What does your full-service commissions team do?
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