CASE STUDIES

Senior Marketing Insurance Group

Senior, Annuities & Life Insurance

Whether you're a marketer, business owner, or contractor, OneHQ is a one stop shop that has everything wrapped into one rather than having to contract out with multiple different service providers.

Drew Tyler | Owner

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Challenge

Senior Marketing Insurance Group supports thousands of agents, and their marketers needed a more efficient way to manage their time and deliver the right support. With so many moving parts, it was becoming harder to stay organized, access accurate information quickly, and give each agent the attention they needed. On top of that, SMIG was concerned that most CRMs would not fit the needs of their niche market and that they would have to spend time customizing a system from scratch. SMIG needed a solution that would reduce busy work and align with their needs from the start.

Solution

OneHQ provided SMIG with a system that worked for their business from day one, requiring no complex setup. With all data centralized, agents and staff can quickly access the information they need to manage their time better and serve clients efficiently. The platform streamlined workflows, cut down manual tasks, and ensured the entire team has consistent access to the same tools and insights.

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Result

With OneHQ, Senior Marketing Insurance Group is now able to give their agents the data they need to help more clients. All their data is now in one place, so the entire team can access the same information and deliver consistent service. OneHQ streamlined their operations without adding extra work, helping SMIG stay competitive and grow in their niche market.

Conversion Completed

15

Conversion Completed

15

Conversion Completed

15

OneHQ’s Take

At OneHQ, our goal is to help firms recruit, develop, and retain top talent by providing the tools and resources they need to succeed. We understand the challenges faced by companies in this niche market, and we have designed our software specifically for them. By offering tools built for insurance distribution, OneHQ eliminates busy work and allows firms to focus on helping more clients. The result is professional service, more business opportunities, and better retention, ultimately leading to the success of both the firm and its agents. We are dedicated to helping insurance distribution firms succeed and are proud to have played a role in Senior Marketing Insurance Group’s success story.

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