What you will find:
- Step-by-step guides
- Practical tips
- Search key terms
- Best practices
September 2025
LEADERSHIP MESSAGE
Why Most AI Fails
There's a lot of hype around AI right now.
Many companies are spending a lot of money on AI tools, but according to a new report from MIT, 95% of enterprise AI projects show zero ROI. Only 5% actually deliver results.
This is not because AI tools lack power. It's because it's being implemented incorrectly.
At OneHQ, AI will be built directly into the system you already use. You will not need to become an AI expert. The solutions will be part of your workflow, so you get the value without the headache.
Don't jump into anything crazy. We are investing in AI built for insurance distribution.
Kyle Ginavan | CEO
DATA & INSIGHTS
Outsource the busy work.
We expanded our services to handle not only Commissions Processing, but also Contracting & Licensing and Special Projects—freeing your team to focus on growing the business.
Professional services to take over the tedious tasks.
Why it's worth it.
Ready to outsource the busy work? Reach out to us today to get started.
SOFTWARE
Coming Soon
We're excited to announce these important updates coming soon to OneHQ! Stay tuned for the upcoming releases.
Reconciliation Made Easy
Soon you will be able to easily verify that payment amounts and counts match your expectations, making it simple to confirm you received the correct number of payments and totals.
Sales Managers Split % on Schedules
A new Split % checkbox is coming to Schedules, making it easy to apply the sales manager split percentages from the policy record to payouts.
Commission Statement field on Outgoing Payouts
The Commission Statement field will soon be visible on all Outgoing Payouts, pulling automatically from Incoming Payouts for better data visibility.
Contract Hierarchy Renaming
We will soon complete the Contract Level Refactor by renaming Contract Hierarchy back to Contract Level. You will keep all the new functionality, now under a familiar name.
General Ledger Account Renaming
You will soon see the General Ledger Account field as Account, making the field more intuitive and easier to read.
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.
How does OneHQ make sales teams more efficient?
Manage leads, track interactions, and gain insights into your sales pipeline. Watch now to learn more!
COMMUNITY
Subscribe to our YouTube channel!
Get quick FAQ videos, client case studies, product updates, and more, built to help you use OneHQ to its full potential.
How often do you update your software?
Client Insights - Innovative Financial Group
Client Insights - Empower Brokerage
What does your full-service commissions team do?