Skip to main content
July 2025
LEADERSHIP MESSAGE
The Future of Search Is Changing
The Future of Search Is Changing

As we head into Q3, we are doubling down on one of our biggest priorities: the New UI.

We have been working on it consistently, and now we are ramping up efforts with more teams dedicated to moving it forward.

Our goal is to make OneHQ faster, easier to use and even more reliable.

More updates to come. Stay tuned.

Kyle Ginavan | CEO

DATA & INSIGHTS
Tired of manual data entry?

Creating policies manually takes time, and the busy work adds up fast when you're inputting hundreds or even thousands of applications a month.

Automate the busy work.

With Application Feeds, policies are created automatically in OneHQ from your preferred application vendors. That means faster app submissions, fewer errors, and less time spent on manual tasks.

metrics-completed
Automate the busy work.

With Application Feeds, policies are created automatically in OneHQ from your preferred application vendors. That means faster app submissions, fewer errors, and less time spent on manual tasks.

metrics-completed
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!

New Hold Payouts option in Schedules

When selected, the schedule will not generate payouts. This is especially useful with the "% of Net" option, allowing you to create payments while holding back a specific percentage.

New 'Total' Display Type Option
More Ways to Pay Advisors

You can now issue payouts to Advisors, Firms, Users, and Companies even if they are not tied to a specific policy – ideal for bonuses, referral commissions, or other payments.

New 'Total' Display Type Option
Blacklist Filters

Admin Users can now filter the Blacklist to quickly find blocked, bounced, or other flagged emails, making it easier to troubleshoot email delivery issues. By default, you will see the first 20 "Blocked" addresses.

New 'Total' Display Type Option
New Sales Manager % Bands

You can now create bands based on Sales Manager Ownership % so if a Sales Manager’s percentage falls within the range you set, the right commission schedule is applied automatically.

New 'Total' Display Type Option
Improvements on Campaigns

We have enhanced Campaign records with additional fields that align with industry standards, allowing you to capture more accurate, detailed, and useful information for reporting.

New 'Total' Display Type Option
Webhook Filters

You are now able to add filters to webhooks, so actions run only when your specific criteria are met – enabling more precise and powerful workflows.

New 'Total' Display Type Option

Coming Soon

We're excited to announce this important update coming soon to OneHQ! Stay tuned for the upcoming release.

Reconciliation Made Easy

Soon you will easily verify that payment amounts and counts match what you expect, making it easy to confirm you received the right number of payments and correct totals.

New 'Total' Display Type Option
Web Forms

You will be able to create and share custom forms outside OneHQ to capture new records. Submitted data will flow into OneHQ for easy review and approval, no extra manual steps.

New 'Total' Display Type Option
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.

What you will find:
  • Step-by-step guides
  • Practical tips
  • Search key terms
  • Best practices
metrics-completed
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.

How does OneHQ's streamlined app entry process save time?

Automate case entry with integrations to leading insurance vendors. Watch now to learn more!

COMMUNITY
Follow us on Instagram!

Real client wins, product tips, and behind-the-scenes looks at OneHQ. Check out the latest on our Instagram feed and follow us for more!

Reduce busy work and help more clients.
Our technology is the key to unlocking more sales and providing professional service.