OneHQ | Newsletter

April 2025

LEADERSHIP MESSAGE

Cybersecurity Update

We know how important cybersecurity is to insurance distribution, and we are committed to making OneHQ as safe and secure as possible. We are dedicated to keeping your data safe so you can have peace of mind and focus on helping more agents.

That’s why we recently launched Multi-Factor Authentication (MFA) to add an extra layer of protection to your account. We are also in the process of achieving SOC Type II Certification to further strengthen our security standards. SOC Type II is the gold standard of security certifications and we should finish this year.

Reach out to our Client Success team to learn more. Thank you for your trust in OneHQ.

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!

New Login Screen and MFA

We are excited to share the launch of our new login screen, now live for all users, and the ongoing rollout of Multi-Factor Authentication (MFA). Click HERE to learn more.

Import Advisor’s Uplines

We added new columns to Advisor Import Batches, so now, along with creating multiple advisors at once, you can also assign their uplines in the same step—saving you time and effort.

New "Agreement" Attachment Option

We added the "Agreement" option to Carriers and Contracts attachments, so you can easily keep important documents organized.

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.