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August 2027
Leadership Message
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data & insights
Get Your Agents Ready to Sell

“Being able to rely on OneHQ for Contracting and Licensing takes that worry off my plate because now I don’t have to manage that in-house. It makes our day-to-day operations much simpler.”

— Kelly Kleinsasser | President, CLU, ChFC
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!

Deprecation of Brands at Contract Level

The Brands section on Contracts has been deprecated. Your information now lives in the Brand field within the Contract Hierarchies section. Click HERE to learn more.

New User View Option:All Upline Contract Advisor

Set visibility by organizational structure. Pick an advisor and their entire downline gets access automatically. Click HERE to learn more.

Auto-Calculated Issue Age

Issue Age will soon be automatically determined for life cases, saving you time and eliminating errors.

Coming Soon

We're excited to announce these important updates coming soon to OneHQ! 
Stay tuned for the upcoming releases.

window

In preparation for our New UI, we will be changing our current URLs in Q2 (date to be confirmed). Stay tuned for the new links and make sure to update your bookmarks once they 
go live!

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.

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Check out our blog!

This month's must-read — head over to the blog for our latest post.

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