Question 1

What is OneHQ?

Accepted Answer

OneHQ is a software created specifically for insurance distribution and the insurance distribution industry.

Since 2010, OneHQ has steadily become the most reliable tool in the industry by continuing to create software that empowers your workforce, streamlines your operations and focuses on solving industry frustrations by turning them into software solutions that help people work smarter and faster.

Our platform seamlessly integrates a CRM, a Distribution Management System, an Incentive and Commission Management system, as well as Agents tools, that in the end, save you time, money and help you provide the best service in the industry.

With OneHQ, you only need one software platform for your entire workforce, allowing you to centralize your operations, connect your teams, and grow your business.

Question 2

How long has OneHQ been in business?

Accepted Answer

OneHQ has been in business since 2010 and was created out of frustration. If you are in this industry, then you know how antiquated and disjointed it was then and still is today -and how that frustration can cost your company thousands of hours each year and ultimately lost revenue.

When we started, the problems were endless, businesses were struggling to integrate all of their data to understand what was going on in their business, their departments were fractured, their workflows were inconsistent, tasks were repetitive, accuracy was consistently inaccurate and we thought something should be done about that.

From the beginning, as a company our goal has been to develop software just for this industry, to empower our workforces and focus on our needs, using our vocabulary, our efficiencies and our desired outcome to save time, work smarter and increase revenue.

Question 3

Who uses OneHQ?

Accepted Answer

OneHQ was created specifically and exclusively for insurance distribution and the insurance distribution industry. As a company, we seek to continually change and improve this industry by providing reliable software and service that cares about the success of your business.

Question 4

How user friendly is OneHQ?

Accepted Answer

Our goal is to continually provide your business with powerful software that makes the complex simple. It’s the foundation of our business. “To Empower People through Technology”. The only way we can do that is to ensure that our system is as easy to use as possible.

Being part of an industry as complex as insurance distribution, every software feature has to be created with our users in mind. Our software designers, engineers and developers use industry specific focus groups, clients feedback and industry best practices to continually design and update our software with tools and features that blend the best function and user experience possible.

We also have client success teams dedicated to assisting you along the way. Ultimately, we provide software that works and service that cares about the success of your business.

Question 5

Is your system customizable?

Accepted Answer

The OneHQ software is completely customizable to best fit your needs, goals and desired business outcomes. We often times say, “we provide the information you need, when you need it”, but what we are really saying is, we provide each team or individual the information they need when they need it, specific to their individual business objectives, roles or needs.

Ensuring that everyone has their own individualized data at their fingertips to help them do their job at the highest level. We are not just a software company, we provide smart data to help you do your job faster, smarter and easier.

Question 6

What products do you offer?

Accepted Answer

Our products provide reliable resources to support your sales, case managers, contract & licensing, operations, IT, and executive needs. They include a Sales CRM focused on insurance, a Distribution Management System that was created to help you manage your agents and book of business, a compensation platform that manages your commission payments as well as incentive programs, and agent tools that make it easier to do business with you.

Question 7

What is your CRM?

Accepted Answer

Our CRM was created specifically for insurance distribution and the insurance distribution industry. Our CRM helps you track opportunities, follow up when necessary, organize your data, client information, and daily work all in one place. Providing you with the tools to grow your business, retain your clients, increase sales activity, track and manage agent profiles, while keeping your teams connected and your agents motivated.

The OneHQ CRM centralizes all of your work in one easy-to-use platform, providing you with the information you need, when you need it. Empowering your workforce to be faster, more accurate and provide the best service in the industry.

Question 8

What is your DMS?

Accepted Answer

Our Distribution Management system (or DMS) is not just a database, it’s smart software. Whether you are trying to manage your book of business, track advisor hierarchies, advisor management, automate repetitive tasks, operate faster, simplify your operations or generate faster cycle times, we’ve got you covered.

Our DMS is the most powerful and efficient software solution on the market. Our email sync, smart reports and click-to-dial functionality are just a few features within our DMS that lower human hours and operating costs, empowering your business to provide better service to your agents, and integrate your teams seamlessly across your entire organization.

Question 9

What is your ICM?

Accepted Answer

When your teams are focused on the right activities, your entire company benefits. Our Incentives & commission management system, or ICM, was created to motivate your agents and customize sales goals by tracking business outcomes while also calculating the commissions earned for your sales teams, agents, and downlines accurately and quickly.

The OneHQ ICM allows you to automatically calculate commissions and incentives, accurately forecast revenue, track agent profitability, and run real-time reports you can trust. Grow your business and support your agents with the most powerful incentive and commission tools in the industry. We also provide full service commission opportunities to businesses that want us to handle everything for them.

Question 10

How can OneHQ streamline data and simplify operations?

Accepted Answer

Our software connects departments and brings together disjointed systems into one single system. What this means for your business is that all of your work can be centralized into one easy-to-use platform. All of your teams can work collaboratively, sharing live data and ultimately becoming faster and more efficient.

Essentially, our software provides structure to your chaos. Forget about messy data sets, double entries, and different versions of the same data. Our software connects your teams, organizes your data, and provides you with the information you need, when you need it.

Question 11

How does the OneHQ software support executives and managers?

Accepted Answer

For owners, executives and managers, OneHQ provides integrated management software that keeps you informed and up-to-date on the day-to-day sales and operations of the business. Allowing you to stay on track with your carrier goals as well as your top advisors.

In the end, our software keeps you up to date with the numbers you need to know and provides you with all of the tools you need to stay informed.

Question 12

How can OneHQ's reporting feature help me gain insight into my operations?

Accepted Answer

Do you want to unlock the power of insightful commissions data? Many companies struggle with reporting because they don’t have all the necessary tools or information at their fingertips. But OneHQ is here to change that.

With our robust reporting, you can finally access all the data you need to build powerful reports that help you make business decisions.

Whether you want to dive into run rates, agent profitability, or paid production, you can tailor your reports to focus on the aspects of your business that matter most to you. Many clients find it valuable to know the profitability of their agents and downline. They often discover that the highest producers may not be the most profitable. Another popular report tracks run rates to see which agents have improved their performance compared to the previous year.

Don't let valuable insights slip through your fingers. With OneHQ's reporting, you can provide better development opportunities for your agents.

Question 13

Can I manage and track advances with OneHQ?

Accepted Answer

Do your agents need the money now? As someone processing commissions, ensuring that your agents have access to funds when they need them is crucial for their motivation. That's where OneHQ comes in.

With our powerful Advances feature, you can effortlessly keep tabs on all the advanced payments you've made to your agents or that were made by the carrier. Our system makes it easy by automatically tracking and calculating advanced payments based on your agents' expected commissions.

With OneHQ, you can have the confidence that every advance will be correctly accounted for and easy to track.

Contact us today to learn more about how our Advances feature can benefit your business and provide you with peace of mind when it comes to managing advanced payments.

Question 14

Can OneHQ help me monitor my risk from advances?

Accepted Answer

At OneHQ, we not only provide Advances to support your agents' financial needs but also offer robust advance-tracking capabilities.

Our system allows you to easily monitor the risk associated with the advances you provide to your agents. Through detailed reports and commission statements, you gain a comprehensive overview of the advances paid to each agent and downline and the corresponding risk involved.

By having a clear understanding of the risk associated with advancing money to your agents, you can make informed business decisions and implement strategies to mitigate potential losses.

OneHQ's comprehensive advance-tracking features ensure that you have the necessary tools to maintain financial control while supporting your agents.

If you're looking for a solution that not only helps you manage advances but also helps you track the associated risk, OneHQ is right for you.

Question 15

How does OneHQ help manage chargebacks and avoid overpayments?

Accepted Answer

Have you ever had to deal with chargebacks, advanced or as earned? It can be a real headache. But don't worry, OneHQ is here to help.

First things first, let's talk about chargebacks. Sometimes, you may need to reverse a commission payment to an agent because of a canceled, closed, or terminated policy. With OneHQ, you can easily calculate the chargeback using rules and track the negative amount. That way you can make sure that future commissions are deducted from any negative balance before payments are made.

We know that keeping track of everything accurately and preventing any overpayment to agents is important to you. That's why we've made sure that our system is designed to do just that.

Contact us today to learn more about how we can help you manage your commissions with ease and mitigate the challenges of chargebacks.

Question 16

How does OneHQ make it easy to reconcile commission statements?

Accepted Answer

Do you wish you could reconcile your commission statements each month but find the process too complicated? We know it's hard to find the time when there's more urgent things to do. That's why OneHQ is here to make it easy.

Our reconciliation feature allows you to verify that your commission payments are as expected. Don't let underpayments go unnoticed - catch them immediately and ensure you're paid the right amount.

But it's not just about getting your fair share of the payment. When your override is incorrect and you're sharing it with your agents, there's a chance your agents will be underpaid too. And let's face it, no one likes being underpaid, and it's equally challenging to recover underpayments. Those awkward conversations can strain your relationships and make you look unprofessional. That's why our reconciliation feature is so essential.

With OneHQ, you can ensure accurate payments and avoid those uncomfortable situations. Our system automates the process of commission statement reconciliation, minimizing the risk of manual errors.

If you want an easy way to reconcile your commission statements, look no further than OneHQ.

Question 17

Can OneHQ help me fix errors in commissions calculations?

Accepted Answer

Do you ever find yourself tangled up in a web of complex commission schedules? We get it, trying to figure out where things went wrong can be a real headache. That’s where OneHQ comes in.

Our commissions debugger feature helps you quickly spot and tackle any issues in your commission calculations.

With OneHQ, you can say goodbye to searching through endless data points and spreadsheets. Our tool does the heavy lifting for you, organizing all of your data points so that you can easily find why things aren't calculating properly.

Why is this so important? Well, the faster you can resolve those issues, the quicker you can ensure accurate and on-time payments for your hardworking agents. That means less work and happier agents.

So, why wait? Give us a call today and experience commission management made easy.

Question 18

How can OneHQ improve the effectiveness of my incentive programs?

Accepted Answer

We know incentive programs are a big investment, but if you're slow to update the results or your numbers are off, your incentive programs lose their sizzle. That's where OneHQ comes in.

At OneHQ, we're all about helping you effectively run your incentive programs. Our platform ensures your incentive programs are constantly updated, providing agents and your sales team with visibility into current rankings and qualifications.

With our incentives feature, you can manage anything from trips and marketing services to marketing credits and bonus pools. No matter how complicated your programs are, OneHQ can handle it all.

Let OneHQ be your partner in helping grow your agents' and sales team's production.

Question 19

How does OneHQ help track commissions owed?

Accepted Answer

Do you want to be able to provide fast answers when agents or your sales team inquire about the commissions they're owed?

OneHQ provides visibility into your agents' and sales team's commissions balance, meaning that anyone can effortlessly look up their positive or negative balance at any given time.

Say goodbye to the guesswork and uncertainty when agents want to know how much they have accumulated or what they can expect to receive.

Question 20

How can OneHQ automate my bank transactions?

Accepted Answer

Are you tired of manually processing bank transactions for your business? Let OneHQ elevate your payment process with NACHA files.

So, what is a NACHA file? It's a standardized file format used by banks for electronic funds transfer. Typically, businesses have to manually key in bank transfer information, leading to errors and wasted time. But with OneHQ, you can export the NACHA file directly from our system and import it into your bank, simplifying the entire process.

Not only does our system mean less work, but it also prioritizes security. We encrypt all data and adhere to the highest security standards, giving you peace of mind knowing that your payments are safe and secure.

Ready to simplify your bank transactions? Let OneHQ handle the heavy lifting.

Question 21

How can OneHQ help me analyze agent profitability?

Accepted Answer

Are you struggling to determine which agents are truly profitable for your business? It's possible that your most profitable agent isn't necessarily the biggest one in terms of volume. With OneHQ, you can see profitability relative to production, revealing the true value each agent brings to your business.

Armed with this knowledge, you can evaluate agent requests and determine if providing them with better deals is truly profitable for your business. Plus, you'll know which agents deserve some extra attention and effort to keep them happy.

Don't rely on assumptions. With OneHQ, you can access all the necessary information about each agent's earnings, allowing you to make informed decisions that align with your business objectives.

Contact us today to learn more about how we can help you maximize your return on investment. Let us help you achieve your business goals with clarity and confidence.

Question 22

Does OneHQ allow me to hold commission payments?

Accepted Answer

Do you ever find yourself needing to put commission payments on hold until an issue is resolved? At OneHQ, we're here to help you navigate those situations professionally.

Our system allows you to temporarily pause commission payouts and payments when certain matters require attention. Whether it's chargebacks, negative balances, pending reviews, or any other unexpected bumps in the road, OneHQ has got you covered.

Forget manually processing commissions and the need for constant double-checking. With OneHQ, you can have peace of mind knowing that payments are on hold until you say so, all in a few simple clicks.

Question 23

Can I sync my commissions system with my general ledger accounts in OneHQ?

Accepted Answer

Are you struggling to link your commissions and accounting system? OneHQ enables you to organize your commission transactions by general ledger account, allowing you to effectively link your systems.

By integrating your commissions and accounting system, you can process commissions and connect your financial records with ease. Work less and make your life easier with the power of automation.

Question 24

Can OneHQ help me track policy funding sources?

Accepted Answer

Processing payments accurately is crucial for any business or organization. But managing multiple payment methods can be time-consuming and tedious.

That's why we've developed the Source of Funds feature that enables you to track payment sources, including credit cards, bank accounts, and other payment methods.

This feature simplifies payment source tracking, automates processing, and minimizes manual efforts in managing and processing payments, reducing administrative burdens and enabling you to prioritize other tasks

So, if you're looking for a way to streamline this process and reduce manual efforts, give OneHQ a try. Our Source of Funds feature is the perfect tool for businesses and organizations that want to save time and improve accuracy in payment processing.

Question 25

How does OneHQ help track advisor incentives?

Accepted Answer

Many companies create great incentive programs, but struggle to communicate them effectively. Usually, it’s because they lack the right tools to interpret and share the data fast.

We created our incentives tracking system so that you’re able to track and share progress with your agents and internal sales teams without wasting hours of your life trying to do it manually.

With OneHQ, you’re able to email agents with their stats automatically laid out for them through our system, so that they know exactly where they stand and what targets they need to hit, efficiently and accurately.

Question 26

What do your Email Templates do?

Accepted Answer

Our Email Templates were created to help you do your job easier, better and faster. By creating customized email templates, you can streamline your repetitive messaging, establish consistent and clear communication and ensure company wide best practices are being implemented.

If you are in operations, your repetitive emails for cases, contract & licensing are now sent out with the click of a button. Your sales teams can send out follow-ups with agents quicker, easier and faster. Ultimately, our email templates are just another way our software can help you streamline your processes and increase your productivity.

Question 27

What does your full service commission team do?

Accepted Answer

Establishing a system in your office that can process commissions is very challenging. It takes a lot of time, knowledge and a complex commission strategy that most businesses don't have.

At OneHQ, our team of commissions specialists will process your commissions for you, accurately – to ensure you are not underpaid or overpaying. We want to ensure you are paying your agents on time, and doing so quickly and efficiently. We can customize hierarchies and values, and send outcome reports after every statement is received and processed. Essentially, we offer an all-in-one commissions service your team can fully rely on.

Question 28

How can OneHQ manage commissions levels?

Accepted Answer

Managing agent levels, whether they are from carriers or internal, can be hard when information is scattered across multiple systems. The result? Messy and out-of-sync data that adds unnecessary complexity to your operations.

OneHQ allows everyone in your organization to track commission levels in one place. This means your contracting team can efficiently track data that directly benefits your sales team. With all the information consolidated, life becomes easier for your commissions department, freeing up time for more strategic initiatives.

No more jumping between systems or searching for information. Our centralized platform enables your team to work together seamlessly, streamlining your operations and enhancing productivity.

Discover how OneHQ can transform your processes and help you achieve more while working less.

Question 29

How can OneHQ help me answer my agents' commissions questions?

Accepted Answer

Do your agents always wonder how much commission they'll earn from selling different products? Are you tired of searching for answers to their product and commissions questions?

We understand how important it is to give your agents the information they need quickly and accurately. That's why we've designed our platform to make it easy for you to provide the answers they need.

With OneHQ, you can effortlessly respond to your agents' inquiries about commissions and product details. Imagine how much more professional you will look when you can instantly tell your agents how much commission they're going to earn. It not only strengthens your relationship with them but also boosts their confidence in your service.

Don't stress about commissions or product questions any longer. Experience the simplicity of giving your agents precise product information with OneHQ.

Question 30

How does OneHQ help me track recoveries?

Accepted Answer

Have you ever wondered how many payments are left until you recover the advance? With OneHQ, you can keep better track of all commission payments.

Our system lets you track the number of payments clients have made, and more importantly, it informs you about the remaining payments until you receive more commissions. Whether you want to know the number of first-year payments left or the number of remaining payments to recover an advance, OneHQ has you covered.

Say goodbye to uncertainty and stay informed with OneHQ's intuitive commissions features.

Question 31

Does OneHQ allow me to assign commissions payouts?

Accepted Answer

We understand how important it is to make sure the right person gets paid, especially when it comes to processing commissions.

With OneHQ, you can easily assign commission payouts to different individuals and entities. Once you set up your commission payment system with OneHQ, it becomes a seamless and automated process for life. You can simply set it and forget it, knowing that the right people will always get paid on time without any further intervention required. Our system takes care of everything, ensuring accurate and timely commission payouts, effortlessly.

But that's not all! If, in the future, you ever need to assign commissions to a different person, you can easily modify the payment recipients according to your business needs. OneHQ gives you complete control over who receives the payment. Whether you need to assign payments to other firms or agents, we've got you covered.

Let our advanced system handle your repetitive tasks so that you can work less! Upgrade to OneHQ today and enjoy the flexibility and convenience you deserve.

Question 32

Can OneHQ help me automate the process of sending agents their commissions statements?

Accepted Answer

Do you find it challenging to send all your agents their commission statements? With OneHQ, you can effortlessly automate the distribution of commission statements directly to your agents and downlines.

This feature allows you to send commission statements via email or online portal. Plus, you have the freedom to customize the statement by agent, downline, or whatever your business needs are.

Our automated commission statements give agents quick and easy access to their earnings and other information that's important to them. Say goodbye to endless questions from agents and free up your time to enjoy a better work-life balance. It's all about providing better service, keeping your agents happy, and boosting retention.

Give OneHQ a try today and experience how it can make your life easier. Work less, achieve more with OneHQ!

Question 33

How does OneHQ enhance commission payments with customizable tiers?

Accepted Answer

Looking to transform your commission payment process? Look no further!

OneHQ gives you the power to create your own custom hierarchies as well as track the carriers' hierarchies. With our system, you can pay all levels of the hierarchy with ease. This includes both direct and multi-level rates. Our platform supports unlimited hierarchies, so you can manage even the most complex commission structures effortlessly.

Don't wait any longer, try OneHQ today and transform the way you pay your agents! Enhance commission payments and easily manage customizable tiers, ensuring fair compensation that attracts, develops, and retains top agents.

Question 34

How does OneHQ's compensation grid ensure precise commission payouts?

Accepted Answer

Ensuring accurate commissions is essential for any firm. With OneHQ's powerful commission compensation grid, you can easily manage and adjust commission rates for reconciliation, projections, and paying your agents or sales team.

OneHQ allows you to build commission rates based on any criteria such as client demographics, product information, policy information, hierarchy, and much more. The system supports a wide range of product lines, including life, annuity, senior, health, LTC, disability, and group benefits.

No matter the unique rules and setups of each carrier, our platform can effortlessly manage them all. Got some out-of-the-box deal that your sales team or CEO has dreamed up? We've got you covered. OneHQ is equipped with the flexibility and power to accommodate any kind of deal you can imagine.

All this power at your fingertips provides scalability, repeatability, and accuracy to your commission processes. With OneHQ, you can easily handle increasing volumes of commissions while maintaining consistency.

Question 35

How does OneHQ help me track production?

Accepted Answer

We know how confusing it can be when a case is submitted with one amount, then gets approved for another amount, and eventually paid a different amount. Keeping track of these changes throughout the underwriting process can feel overwhelming.

But here's the good news: OneHQ is here to make your life easier. Our system simplifies the entire process by providing a centralized platform where you can effortlessly add and manage all the premium details, including submitted, approved, and paid premiums.

By adding this information to the system, your team can better understand the details of the case.

Make it easy to retain your top agents and achieve greater efficiency with OneHQ.

Question 36

How does OneHQ streamline document uploading?

Accepted Answer

Are you constantly dealing with an overwhelming amount of data that you need to import into the system? It can be a real headache to format all these files so that systems can import them. That's why we've streamlined the way you upload and process commissions data.

Whether it's commission statements, book of business, pending business, contracting levels and hierarchies, RTS reports, or any other commissions information, OneHQ has got your back.

Picture this: with just a few clicks, you can effortlessly update your data with a PDF, Excel, or CSV file, saving you valuable time and sparing you the busy work.

Question 37

Can I add custom fields to policies and contracting & licensing?

Accepted Answer

Do you ever feel like you're stuck with rigid software that doesn't quite fit your needs?

OneHQ is tailored specifically to Insurance Distribution, meaning that our system was built specifically to meet your needs. However, we understand that each business may have its unique requirements, thats why we created our custom fields feature.

Our custom fields feature gives you the power to create your own fields and organize your data in a way that makes sense for your workflow. This can be particularly useful if you have unique data requirements or workflows that aren't supported by standard software.

Imagine having the flexibility to manage your data the way you want to, instead of being stuck with a rigid system makes your work more complicated than it needs to be.

Question 38

Does OneHQ track replacements?

Accepted Answer

As a case manager, managing policy replacements can be a time-consuming and tedious task. OneHQ simplifies this process for you!

Our Replacements feature allows you to manage and automate policy replacements by letting you generate replacement notices, and also making it easy for you to track them. This helps you make sure that no information is lost and can be accessed at any time.

By using this feature, you can increase efficiency, reduce manual effort, save time, and improve accuracy when it comes to effectively managing your policy replacements.

Question 39

How can OneHQ help me manage beneficiary information?

Accepted Answer

As a case manager, you know how important it is to make sure you have at hand all the information your agents might need.

That's why we've developed a beneficiary management feature that helps you efficiently track and manage beneficiary information. 
You can add multiple beneficiaries, assign the relationship between the beneficiary and the policyholder, as well as the percentage of ownership.

This feature saves time and ensures accuracy in beneficiary tracking. Plus, you can customize and automate notifications for multiple beneficiaries if necessary.

Question 40

How does OneHQ help me view the history of updates made on a policy?

Accepted Answer

As an insurance professional, you know how important it is to have accurate and up-to-date information about your policies. But keeping track of all the changes and updates can be challenging, especially when multiple people are involved in the process. At OneHQ, we know this and that is why we created our policy history feature.

With this feature, you can easily track the status and history of policies, including all changes and the individuals responsible for making those changes. By automating policy history tracking, you can improve transparency, reduce errors and ensure compliance with regulatory requirements.

This feature allows you to access a complete audit trail of every policy change, including the date, time, and person who made the change. With this information at your fingertips, you can stay on top of policy management, improve collaboration among your team, and provide better service to your customers.

Don't let policy management be a headache.

Question 41

How does OneHQ make it easy for me to upload files?

Accepted Answer

If you're looking for a better way to store all your documentation on insurance policies, OneHQ has got you covered. One of the key features of our software is the File Upload/Attachments feature, which allows case managers to upload and store all original documents relevant to insurance policies in one place.

With this feature, you can always have access to all relevant policy-related information, including applications, claims, endorsements, and other documents. This helps you to improve organization and reduce paper-based processes, ultimately ensuring data accuracy.

Our automated file upload and attachment feature provides you with the information you need when you need it. Plus, it eliminates the need for manual data entry and ensures data is always up-to-date. This not only saves time but also enables you to work faster and provide better service to your clients.

Question 42

How does OneHQ help me notify my team about critical information on a policy?

Accepted Answer

At OneHQ we know how important it is to make sure your team doesn't miss important policy details. That's why we've got you covered with our customizable policy alerts.

With OneHQ, you can set up alerts for each policy, ensuring that you never miss critical information or overlook important policy details. Our customizable alerts help case managers improve communication and collaboration. With OneHQ's policy alerts, you'll have peace of mind knowing that you're always on top of your policies and can avoid any unnecessary risks or errors.

So, whether you're a case manager, agent, or agency owner, OneHQ's customizable policy alerts are an essential tool for managing policies with ease and efficiency.

Question 43

How does OneHQ simplify the request of medical records?

Accepted Answer

In the insurance industry we all know how important it is to have accurate medical information for your clients. But requesting and receiving that information can be a time-consuming and error-prone process. That's where OneHQ comes in.

Our insurance distribution software integrates with paramed and APS vendors, automating the process of ordering and receiving medical reports. This means you can make this process faster.

By automating this process, you can ensure that you have the most accurate medical information for your clients while saving time and resources.

At OneHQ, we're committed to making your life easier by simplifying processes. We're here to help you succeed.

Question 44

What is Advisor View?

Accepted Answer

The OneHQ Advisor view was created to empower your advisors to be faster, smarter and more capable by providing them with direct access to the information and tools they need, when they need it.

By providing your advisors self-service access to the real-time data they need, you not only empower your advisors, but you save your company time and money by lowering the amount of calls, emails and enquiries your company receives on a daily basis.

Question 45

What is the OneHQ blueprint for New Customers?

Accepted Answer

Are you wondering if OneHQ is a good fit for your business? The OneHQ Blueprint is the best place to start. This service is provided to ensure we are the right fit for your business and instill understanding and confidence in your decision.

Each blueprint is customized specifically for your business, and we work with you to audit your business processes, needs and practices to define and create a roadmap that best aligns our software with your business needs and desired outcomes.

In the end, our goal is not only to empower your decision to do business with us, but establish data-driven guidance tailored specifically to your business to ensure a smooth and simple transition from start to finish.

Question 46

What product lines do you support?

Accepted Answer

Our software was created specifically for insurance distribution and the insurance distribution industry. When we design dashboards, workflows, reports and products, we tailor them specifically for Life, Annuity, Health, Senior, Long Term Care, Disability, Life Settlement & group benefit product lines.

Question 47

What type of companies do you work with?

Accepted Answer

Our Software solutions are made specifically for the insurance distribution industry, we create features exclusively for insurance companies that design and distribute individual insurance products.

This means our software is the best fit for Carriers, Fraternals, Distributors (which means BGA’s, IMO’s, FMO’s, MGA’s, RIA’s, NMO’s), Agents, Financial Advisors, and producers.

Question 48

Do you work with agents directly?

Accepted Answer

While we don’t work with agents directly, we do collaborate with them through insurance distributors to offer tools they can leverage. If you want to roll out a CRM or management system for your agents, we’ll be happy to get them set up on our software so that they’re fully integrated with your back office.

We know providing value to agents is good business. That’s why we’re dedicated to helping you support your agents, equipping them with tools that will differentiate your company from others in the industry.

Question 49

What is the price of implementing OneHQ?

Accepted Answer

Because we design bespoke software tailored specifically to what each company needs, there is no one-size fits all price. The cost of implementing OneHQ depends on many factors, including the size of your company, the number of users, and what parts of the software you use.

If you have any questions or you're interested in knowing more, the easiest thing to do is to set up a conversation with us. We’ll be happy to assess your needs, provide you with a quote, or we would love to simply learn more about your business and see how we can help.

Question 50

What is the OneHQ blueprint for Existing Customers?

Accepted Answer

It is our goal that our customers are consistently getting the most, or maximum value out of the software we offer. That’s why we provide all of our existing customers free audits or as we call them, “blueprints” to ensure that our software continues to serve the ever-growing capabilities and needs of your business.

If you are a current customer, reach out and let us assess what you’re doing today, review your processes, and highlight areas of improvement. The Blueprint will give you insight into what processes can be made simpler, which features you’re missing out on, and how OneHQ can make your job easier.

Because we care about your success, and we want to ensure you’re set up to get the most value out of our software.

Question 51

How long is the onboarding process?

Accepted Answer

Our onboarding process and setup may vary depending on several factors, including how many, and the type of systems you’re migrating from or the amount of data you have. We don’t mean to be vague, but it is important to be transparent about this process.

On average, most take 3-6 months to Go Live, however, in rare cases, it can take up to a year or more depending on how out of date, complex or homegrown your current system is.

That said, If you have any questions or you're interested in knowing more, the easiest thing to do is to set up a conversation with us. We’ll be happy to assess your needs, provide you with a time estimate, or just have a chat about how we can help.

Question 52

Do you offer training?

Accepted Answer

Our highest priority is to ensure that your staff understands our software and is confident when using our products. That’s why we offer training to all new customers as well as continued education for our existing customers.

We also have our client success team available as a continual support staff to help ensure your teams are using OneHQ to its greatest potential and getting the most out of our system while providing the biggest benefit to your business.

Question 53

How does OneHQ simplify the Contracting & Licensing process?

Accepted Answer

Anyone in this industry knows that the Contracting & Licensing part of our business is complex and requires accuracy, timeliness and organization.

The OneHQ software provides your team with faster and more accurate processing and ensures seamless management from start to finish. Our contract & licensing tools streamline your workflows to help you track levels by carrier, product, or product line and ensure nothing slips through the cracks.

One great insight into our contracting section, is you can track all of the commission details, track hierarchies, agent levels and advances, again, making your job easier and your teams more informed for better business outcomes.

While we are confident that our system provides you with all of the tools you need, we remain flexible by integrating with 3rd party systems and allowing you to manage them within our software.

Question 54

How does OneHQ make sales teams more efficient?

Accepted Answer

Closing more sales is the goal of every business. That’s why all of our sales tools are created to empower your team to be faster, smarter, more efficient and keep your sales team focused on selling.

When we develop our sales tools, we focus on creating growth minded software, providing speed to the information you need, when you need it, and automating recurring daily tasks to create a work environment that allows sales to focus on what they do best.

So whether it’s tracking your numbers and commissions, customizable dashboards, generating reports, using our Agent Tracker or our Powerdial work features, it is our goal to help you grow your business faster and smarter while providing the best support and service in the industry.

Question 55

How does OneHQ choose what software functionality and features they build?

Accepted Answer

When we plan out our software and development strategies we always keep our customers in mind and more times than not, we work directly with our customers to seek out new ways our software could be better and improve their business, that feedback is prioritized and turned around as quickly as possible.

That said, we are constantly reviewing the ever growing industry changes, new laws or regulations that we must all adhere to. We also spend a lot of our time focusing on product development and product improvement. How can we make our customers' lives easier, their tasks faster or their business more profitable?

As a company, everything we do, we do to continually change and improve the insurance distribution industry and to build a product that is consistent and reliable.

If you ever want to talk about how we can make our software better, we love to have those conversations. Reach out to us; we’ll be happy to hear from you.

Question 56

What is a Task List?

Accepted Answer

We created a Task List feature that provides you with an organized view of all your pending tasks, with options to set recurring tasks weekly, monthly, or as often as you’d like.

Anyone from advisors to management can use a Task List to check off whatever has been completed and manage their schedules accordingly. It also provides incredible team alignment, ensuring that nothing slips through the cracks when someone is out.

Question 57

What is Agent View?

Accepted Answer

Agent view is a private log-in specifically for Agents to manage their profile and track their account and business outcomes.

Agents can log in and see pending cases, review their book of business, commission statements, account balances, incentives, contracts & licensing as well as downlines.

In the end, our Agent View saves you time with less calls and provides them with the necessary information they need, when they need it.

Question 58

What is a Sales Action List?

Accepted Answer

Our Sales List is a customizable organized task list that helps your sales team stay focused and on track. As they work through the list, a documented hierarchy of steps progress them through the day to improve efficiencies and ensure nothing is missed.

In the end, this feature empowers your workforce to do their job, faster, more accurate, track their accomplishments, grow the business and continually know what's next.

Question 59

Do you offer customer service?

Accepted Answer

Our customer service, or as we call them “our client success teams,” are the heartbeat of our business. They have a background in insurance distribution and fully understand your needs. One unique element with the OneHQ client success team is that they are dedicated to supporting your needs.

We don’t flip-flop team members, which means they know your name, your business goals and are always standing by to help.

Question 60

How do you store carrier contact information?

Accepted Answer

Our Carrier Contact feature allows your staff to quickly and easily have access to carrier contact information, login information, and department contact details.

So when needed, your back office teams can easily get the information they need about a case, call the contract and licensing department about new paperwork or call the commissions department to make sure payments are being made on time. In the end, it is a simple tool that helps your staff work efficiently when dealing with their daily tasks.

Question 61

What is an Incoming Call Pop-up?

Accepted Answer

Our Incoming Call Pop-ups help you identify who is calling straight away. This feature displays the caller's account information on the screen automatically. Anyone with a large network knows that it's impossible to remember exact details about every account.

Our pop-ups give you the special insight you need to create and maintain intentional connections with your network. You no longer have to sift through your records as soon as you answer a call, our software does that for you.

Question 62

What is your satisfaction guarantee?

Accepted Answer

We are so confident our technology will help increase sales and improve service that we guarantee your satisfaction. Otherwise, you can easily roll back to your previous technology anytime. There are no long term contracts and you can pay monthly.

Its our goal to not worry about contracts, but to ensure that your business is successful and you are satisfied with our products and service.

Question 63

What is Click-To-Call?

Accepted Answer

Our Click-To-Call feature allows you to dial from within our software with just one click and eliminates the hassle of dialing phone numbers manually.

If you are in the middle of reviewing a case and have a question, instead of interrupting your workflow, simply click-to-call to streamline your business processes and increase your productivity.

Question 64

Can I automatically sync my emails with your software?

Accepted Answer

Our Email Sync allows you to send and receive emails from within our software and manage your emails all in one place, no longer having to copy and paste emails from your outlook to your CRM.

With our email sync feature, that pain point goes away. It also allows you to access information from other colleagues quickly if they are out of the office and provide you with the information you need.

Our goal is that our email sync continues to improve your work flow, streamline your processes and increase your productivity.

A CRM built for Insurance Distribution.

Launch Plan

All-in-one platform for Insurance Distribution.

CRM

A CRM built for Insurance Distribution.

DMS

A Distribution Management System that works for you.

ICM

Incentives & Commissions Management built for profit.

Data Visualization

Data that works
for you.

Agent Portal

An Agent Portal built for professional service.

CRM

A CRM built for Insurance Distribution.

DMS

A Distribution Management System that works for you.

ICM

Incentives & Commissions Management built for profit.

Data Visualization

Data that works
for you.

Agent Portal

An Agent Portal built for professional service.

A CRM built for Insurance Distribution.

Launch Plan

All-in-one platform for Insurance Distribution.

CRM

A CRM built for Insurance Distribution.

DMS

A Distribution Management System that works for you.

ICM

Incentives & Commissions Management built for profit.

Data Visualization

Data that works for you.

Agent Portal

An Agent Portal built for professional service.

CRM

A CRM built for Insurance Distribution.

DMS

A Distribution Management System that works for you.

ICM

Incentives & Commissions Management built for profit.

Data Visualization

Data that works for you.

Agent Portal

An Agent Portal built for professional service.

Data that works
for you.

Data that works
for you.