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November 2025
LEADERSHIP MESSAGE
New Version Timeline
New Version Timeline

By 2025, we expect to have the new version ready for demos, internal usage, and testing, with a rollout to clients planned for the end of Q1 2026.

During this transition, we will limit new features because soon it would require our developers to implement them twice, once in the current version and again in the new one.

Our purpose for the new version remains the same:

  • Faster
  • Easier to Use
  • More Reliable

In 2026, our main focus will be on making OneHQ more reliable. This means less downtime, more security and fewer bugs so you can work without disruption.

Kyle Ginavan | CEO

DATA & INSIGHTS
What would you do with two extra workweeks?

Just one feature – Commission Batches – can give you that much time back.

By automating payout generation, it reduces hours of manual work and keeps your commission data accurate and up to date. That’s two full workweeks a year saved with a single tool.

Want to outsource commissions processing entirely?

Our Business Processing Services go beyond time savings. When you outsource commissions processing to our experts, you gain accuracy, consistency, and a team that handles it faster than ever.

We take care of it all:

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Whether you use Commission Batches or let our Business Processing team handle it for you, you will save time and deliver more value to your agents.

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!

Commissions Resources Renaming

We renamed Contract Commission Level to Contract Level and Commission Level Product to Contract Level Product. Same functionality, now under a familiar name.

Commissions Resources Renaming
Requirements Visibility

A new Visibility field lets you choose who can see each requirement — keep it Internal for your team or External to share it with HQView users. Click HERE to learn more.

Requirements Visibility
New Appointments Import Batch

You can now import multiple appointments at once, streamlining your C&L processes and making it easier to manage Advisors’ contracts and licenses. Click HERE to download the template.

New Appointments Import Batch
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.

Reconciliation Made Easy
Contract & Policy Affiliations

Our new affiliations section for Contracts and Policies will allow you to add and track secondary firms, so your records perfectly match your business relationships.

Contract & Policy Affiliations
Product Durations on Schedules

You will soon be able to select multiple product durations for each product on Schedules.

Product Durations on Schedules
New Schedule Reporting Resources

Two new resources will be added: Schedule Products for product type, category, and product details, and Schedule Product Filters for product duration details. All affected reports will be updated automatically. No impact to Webhooks or GraphQL.

New Schedule Reporting Resources
Changes in Schedules Importing

A new Schedule Product Import Batch type will soon be available, allowing you to upload schedule information such as product type, product category, product and product duration. We will provide a template once the date is confirmed.

Changes in Schedules Importing
Brands at the Organization Level

Soon, Organization-level Brands will simplify setup and keep everything consistent across all carriers, reducing busy work.

Brands at the Organization Level
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 simplify the Contracting & Licensing process?

Have confidence knowing your C&L processes are managed efficiently and accurately. Watch now to learn more!

How does OneHQ simplify the Contracting & Licensing process?
COMMUNITY
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Reduce busy work and help more clients.
Our technology is the key to unlocking more sales and providing professional service.