OneHQ | Newsletter

February 2025

LEADERSHIP MESSAGE

Focus is Key

There’s no hocus pocus, only focus.

But when your time is buried under repetitive tasks and busy work, it’s harder to focus on doing the important work well.

At OneHQ, we help you automate the busy work so you can concentrate on what matters. Less on your plate means more time to execute with precision and help more clients—and that’s what drives real success.

Kyle Ginavan | CEO

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 case managers keep agents up to date?

Automate case status reports via email. Effortlessly keep everyone in the loop, reducing questions and phone calls. Watch now to learn more!

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!

Date of Birth Masking

We expanded User Permissions to give you better control over the visibility of Date of Birth for Advisors, Contacts, Clients and Users, offering greater flexibility in managing sensitive data.

Reports Sending Settings

You can save your report emailing preferences—including format, recipients and discussion templates—so you don’t have to select them each time. Click HERE to learn more.

Coming Soon

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

Header Filters

The upcoming Header Filters feature lets you filter reports faster with quick, temporary filters directly from column headers—no need for permanent filters.

Contract Level Refactor

The Contract Level resource will be removed and replaced by the new Contract Hierarchy resource, offering a more intuitive and manageable structure.

DATA & INSIGHTS

Success Story: National Brokerage Agencies

National Brokerage Agencies managed commissions in-house for years, but the process became too complex and time-consuming. They needed a reliable partner to handle it accurately and professionally without adding more work to their plate.