CASE STUDIES
Innovative Financial Group
  • Senior, Annuities & Life Insurance
Background

Over the last three years, we’ve seen around 22% increase in volume, and I would honestly equate that to having the OneHQ software.

Marques Pagan | Top Agent

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Challenge

Innovative Financial Group was evaluating platforms to better support their agents and agencies. They needed a system that could centralize their operations, give them better visibility into their business, and help them make smarter decisions about how to scale.

Solution

After evaluating multiple platforms, IFG chose OneHQ. The platform was easy to use and brought all their data together in one place. With OneHQ’s powerful reports, IFG gained clear insight into their distribution, agent performance, and commissions. The platform made it easier to see their full downline structure and access the data they needed to guide strategy and invest in the right areas.

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Result

Since switching to OneHQ, IFG has seen a 22% increase in volume. Agents now have access to real-time metrics, which helps them perform better and stay accountable. That insight has also become a recruiting advantage, helping IFG grow their network and deliver more professional service to every agent they support.

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

We believe in making life easier. OneHQ empowered IFG with clear insights, helping them focus on helping more clients. The right data leads to better decisions and better results. We’re proud to help IFG gain the visibility they need to run a smarter business, support more agents, and build lasting momentum.

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