CASE STUDIES

E4 Insurance Services

Annuities & Life Insurance

The beauty of it being a company-wide system is anybody can answer the phone and give that advisor the same answer. We are able to provide a consistent advisor experience.

Danielle Zimbrick | Director of Technology Solutions & Marketing Support

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Challenge

E4 needed more than just a system to manage tasks. They were looking for a solution to help them stay organized, improve team efficiency, and ensure consistent information across their business. After exploring multiple options, they chose OneHQ for its flexibility, usability, and ability to act as a single source of truth.

Solution

OneHQ gave E4 the control and clarity they were looking for. With every task, follow-up, and email in one place, their team could move faster and stay in sync. Centralized data meant they always had the latest information at their fingertips. E4 also used OneHQ’s reporting tools to send personalized birthday cards to advisors, build email lists, and track event attendance – helping them fine-tune outreach and strengthen advisor relationships.

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Result

With OneHQ, E4 delivers a consistent, professional experience to every advisor they support. Advisors now get automated updates tailored to how they work, and E4’s team has more time to focus on helping more clients. The platform has helped reduce busy work, provide more professional service, and build stronger relationships.

Conversion Completed

15

Conversion Completed

15

Conversion Completed

15

OneHQ’s Take

E4 didn’t just need software, they needed a smarter way to work. We built OneHQ specifically for teams like theirs. Their story shows what happens when your tools keep everyone aligned and focused: more professional service, stronger relationships, and more room to scale. We're proud to be the system E4 counts on to deliver their best.

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