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July 2026
LEADERSHIP MESSAGE
The New Agent Portal
The New Agent Portal

Your agents shouldn't need to call you for answers. The best service you can give them is the ability to help themselves.

The Agent Portal is now live — giving agents direct access to the information they need: pending business, commission statements, book of business, incentives, dashboards and reports.

Plus, it's customizable, so you control exactly what your agents see and have access to.

They get answers without picking up the phone and your team gets to focus on helping more clients.

<a href="https://www.onehq.com/agent-portal?utm_source=newsletter&utm_medium=email&utm_campaign=july_2026_leadership_message">Explore the new Agent Portal.</a>


Kyle Ginavan | CEO

DATA & INSIGHTS
Halfway There. Are Your Agents on Track?

July is the midpoint and the last real window to push your agents toward their year-end goals. Most miss trip qualifications in December because nobody checked in six months earlier.

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Give Agents Real-Time Visibility

Trip standings. Commission totals. Incentive credits. Everything your agents want to know and everything you need to keep them motivated.

OneHQ puts it all in front of them in real time.

Give Agents Real-Time Visibility

Are your agents motivated to finish strong? Reach out today and we will show you what a difference the right visibility makes.


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!

Auto-Calculated Issue Age

Issue Age will be automatically determined for all cases, saving you time and eliminating errors. Click HERE to learn more.

Auto-Calculated Issue Age
Customize Your SureLC Updates

Choose exactly which Advisor sub-resources (Phones, Emails, Addresses, etc.) sync, so unwanted data stays out. Click HERE to learn more.

Customize Your SureLC Updates
Coming Soon

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

Upcoming URL Changes

In preparation for our New UI, we will be changing our current URLs in Q3 (date to be confirmed). Stay tuned for the new links and make sure to update your bookmarks once they
go live!

Upcoming URL Changes
Migration to New SSO URL

We are moving from hqsso.com to sso.onehq.com (date to be confirmed). To get ahead of it, sso.onehq.com is already live and ready to use. Click HERE to learn more.

Migration to New SSO URL
SERVICE
We process commissions so you don’t have to!

We know processing commissions is one of the toughest challenges agencies face. It’s slow, manual, and complicated. Our experts handle the entire process so your team can focus on helping more clients.

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What We Handle For You

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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 help track advisor incentives?

Our platform is designed to help you easily monitor and manage advisor incentives, ensuring accuracy and transparency in your operations. Watch now!

How does OneHQ help track advisor incentives?
COMMUNITY
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Get quick FAQ videos, client case studies, product updates, and more, built to help you use OneHQ to its full potential.

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