OneHQ | Newsletter

March 2025

LEADERSHIP MESSAGE

Making It Count

Every year, you get around 2,000 working hours. Between meetings, emails, busy work and distractions, 63% of that time is already gone.

What’s left? Not much. And yet, that small fraction of time determines everything.

The most successful businesses aren’t built by working more hours. They’re built by making those hours count.

At OneHQ, we help you do just that:

Automate the busy work.
Eliminate repetitive tasks that slow you down.
Free up your team to focus on helping more clients.

Are you making your hours count this year?

Kyle Ginavan | CEO

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!

Contract Level Refactor

Contract Levels have been updated for a more streamlined contract setup and easier hierarchy management. We now support more complex payout structures for multiple product types. Click HERE to learn more.

Birth Country and Birth State

We added ‘Birth Country’ and ‘Birth State’ fields to Advisor, Client, Contact, and User records. These fields enhance demographics tracking and come in handy for LexisNexis identity confirmation.

Import Payees to Schedules

For those who upload schedules, this one’s for you! The new ‘Schedule Payee’ import lets you add multiple payees to existing schedules—saving time and making schedule management more efficient.

Coming Soon

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

Contract Hierarchies Update

The Contract Status field will be moved to the Level section, a new Status Summary label will be added to the Contract’s anchor, and Contract Hierarchies pointing to the same Hierarchy will be merged.

DATA & INSIGHTS

Looking to Scale Your Commission Processing?

Our team of experts processes commissions from over 120 carriers through our Full-Service Commissions—so you don’t have to deal with the complexity. If you're only using us for a select few carriers or haven't partnered with us yet, you're missing out!