CASE STUDIES
Ideal Producers Group
  • Annuities & Life Insurance
Background

Once we partnered with OneHQ, it was very clear the difference that it made. I don't know that our business model would be as successful as we have been. We grow every year and it's a lot to do with the information we're able to supply.

Karen Essary | Chief Operating Officer

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Challenge

Running incentive programs can be a challenge for firms, particularly when it comes to managing and tracking agent performance data. IPG faced this challenge with their outdated system, which made it difficult to effectively motivate their agents. Their homegrown database was giving them busy work and slowing their processes. To improve their incentives programs and drive better performance, IPG was looking for a solution that would streamline their processes and allow them to help more clients.

Solution

OneHQ automated IPG’s incentives tracking system and eliminated their busy work, freeing them up to focus on what's important: helping more clients. Before implementing OneHQ, IPG's agents felt the need to create their own spreadsheets to track incentives because they did not have access to data they could rely on. This often led to disappointment when agents didn't qualify for rewards they thought they earned. With OneHQ, IPG was able to streamline incentives tracking and communication, freeing up time for their agents to close more cases and live a better life.

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Result

IPG is now able to provide real-time access to incentive tracking data. With the ability to see the direct impact of their hard work and contributions, IPG’s agents are happy and motivated to drive more production. IPG became recognized in the industry for their reliable and professional service. This has led to increased sales and improved business outcomes, demonstrating the effectiveness of OneHQ in helping IPG achieve their goals.

Conversion Completed

15

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Conversion Completed

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15

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Conversion Completed

15

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OneHQ’s Take

OneHQ's goal is to help companies like IPG recruit, develop, and retain top agents. By streamlining incentive tracking and providing real-time access to performance data, OneHQ empowers agents to focus on what they do best. This, in turn, helps companies develop and retain talented agents who are motivated to achieve better outcomes for the business. Before implementing OneHQ, IPG's agents did not have access to incentives data they could trust, which affected their performance. With OneHQ, IPG is now able to access real-time data and easily update their agents, eliminating the need for manual spreadsheet tracking and reducing everyone's workload. Agents can now work faster and more efficiently, which means they have more time to focus on what really matters - writing more cases for IPG.

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