HQ for Sales

Retain

Retain existing adivisors and mitigate attrition and risk by keeping a finger on the pulse of existing advisors.

  1. Premium Trends: Identify at-risk premium ahead of the curve in order to take action.
  2. Illustration Requests: Identify who has returned the most and least profit for submitted quotes.
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Recruit

Nurture new premium from your hottest prospects and experience a 20-50% increase reach.

  1. Auto communication: Email templates, message templates, voicemail templates and auto-preferences put you at maximum efficiency when working a sales list.
  2. Log Activity: Automatic record of activity is logged with every profile, every action.
  3. Contact Notifications: See when emails are received in order to make a timely follow-up call.
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Grow

Dashboards make it easy to see what you need to do and when you need to do it. We make sure you hit the most important things advisors care about.

  1. Lifestyle Events: Never miss an important day in your advisor's life.
  2. Incentives: Motivate new and existing advisors to write more business by knowing where they rank.
  3. Achievements: Let your advisors know when they did a good job.
  4. Production: Help your advisors stay on track and meet their goals.
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Trusted by the best in the industry.

"OneHQ is a fantastic system with incredible capabilities. Any agency looking for a true partner in a software system needs to look at OneHQ."
— Matt Ludwick, Pinnacle Insurance

Ready to take it to the next level? Learn more