CASE STUDIES
Insuritect
  • Life Insurance
Background

OneHQ really helps my sales team stay on task and get the follow ups that they need to get a prospect to cross the finish line.

Justin Snapp | Chief Executive Officer

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Challenge

Insuritect knew technology could give them a competitive edge – if they could find the right fit. Most tools on the market weren’t built for the complexities of insurance distribution. They needed something designed for how their teams actually work: something to streamline sales, improve team efficiency, and support growth across the board.

Solution

Insuritect chose OneHQ for its distribution-focused CRM. It gave their sales team real-time visibility into pipelines, helped prioritize follow-ups, and cut down on busy work. With fewer distractions, their team could focus on what matters most – connecting with the right agents and closing more business.

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Result

With OneHQ, Insuritect works smarter. They have improved how they manage leads, pay commissions, and track performance across the organization. The result is a more efficient team, more informed decisions, and more agents helped. OneHQ gave them the tools to stay competitive and stay ahead.

Conversion Completed

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Conversion Completed

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Conversion Completed

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OneHQ’s Take

Insurance distribution works differently. That’s why OneHQ is built differently. Insuritect saw what’s possible when your tools match the way your teams actually operate. We’re proud to be part of their strategy – helping them reduce busy work, support more agents, and deliver professional service at scale.

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