Data Visualization

Data that works for you.

Slowed down by...

Uninformed decisions?
Missed opportunities?
Manual reporting?

Create a data-driven culture.

Give every team the data they need to perform at their best.

TALK TO SALES
Executives
Sales & Marketing
Case Management
Commissions
Agents
Accordion auraUI of three floating cards: a list of Year-over-Year (YoY) production metrics, a line graph illustrating the Premium trend, and a bar chart displaying override amounts each month.UI of three floating cards: a pie chart showing Leads by Rank, a bar graph illustrating Activity Tracker metrics, and a third card with a list of production numbers for each sales manager.UI of two floating cards: one showing a list of requirements with their current status and the other showing the policy status life cycle.UI of two floating cards: a table of agent profitability showing a list of advisors with columns for override, commissions, and profitability, and a production leaderboard bar chart.UI of two floating cards: one is a progress bar showing progress toward qualifying for a trip, and the other is a photo of St. Barths displaying a list of qualified agents.
UI of three floating cards: a list of Year-over-Year (YoY) production metrics, a line graph illustrating the Premium trend, and a bar chart displaying override amounts each month.UI of three floating cards: a pie chart showing Leads by Rank, a bar graph illustrating Activity Tracker metrics, and a third card with a list of production numbers for each sales manager.UI of two floating cards: one showing a list of requirements with their current status and the other showing the policy status life cycle.UI of two floating cards: a table of agent profitability showing a list of advisors with columns for override, commissions, and profitability, and a production leaderboard bar chart.UI of two floating cards: one is a progress bar showing progress toward qualifying for a trip, and the other is a photo of St. Barths displaying a list of qualified agents.

Reports & Dashboards

Data that works for you (for a change).

Launch: Go Live in 3 Steps

Our proven process has had over 100 successful launches, you can trust us to get it right. Regardless of your previous experiences, there is no need to stress—we are your technology partner for life.

1
Discovery
We listen to your problems and we demonstrate the solutions to ensure we're a good fit.
2
Onboarding
We convert 100% of your data, train your team and customize the platform so the transition is not disruptive.
3
Success
Going Live is just the beginning; our technology and industry experts ensure your business maximizes the use of technology into the future.
LEARN MORE
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Insuritect

“OneHQ really helps my sales team stay on task and get the follow ups that they need to get a prospect to cross the finish line.”

Justin Snapp | CEO

Help is here. Whenever and however you need it.

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