Burnt out by...
View all important case details.
Document all case notes, follow-ups and communication.
Track all case requirements.
Attach all case files.
All case details in one place.
Drop the busy work.
Automate app data entry.
Integrate with external platforms to update cases.
Sync all communication.
From submission to commission.
Standardize your processes so your team follows one clear workflow, and every agent receives the same professional service every time.
500+ integrations to automate the busy work.
Stay on track.
Follow-ups
Never lose sight of what you need to do next.
Calendar
Organize your workload to stay on top of your day and avoid stress.
Pending Cases
Know where you stand with pending cases and monitor cycle times.
Insuritect
“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.”
Simplify agent communication.
Mobile App
Give agents access to all case details through the Agent Portal on the mobile app.
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Encrypted Emails
Send secure, detailed case updates or case reports via encrypted email.
Text Messages
Send agents text notifications with direct links to view their cases in the portal.
In-App Messaging
Allow your team and agents to ask questions on cases directly through in-app messaging.
Deliver case reports straight to agents' inboxes, providing them with all the data they need.
Web Portal
Allow agents to submit new applications through the web portal, ensuring a smooth process without paperwork.
Assistant Login
Give assistants secure access to the portal to view case progress and track statuses.
Mobile App
Give agents access to all case details through the Agent Portal on the mobile app.
Encrypted Emails
Send secure, detailed case updates or case reports via encrypted email.
Text Messages
Send agents text notifications with direct links to view their cases in the portal.
In-App Messaging
Allow your team and agents to ask questions on cases directly through in-app messaging.
Deliver case reports straight to agents' inboxes, providing them with all the data they need.
Web Portal
Allow agents to submit new applications through the web portal, ensuring a smooth process without paperwork.
Assistant Login
Give assistants secure access to the portal to view case progress and track statuses.
Catch commissions mistakes and avoid costly errors.
DISCOVER ICM
Reports & Dashboards
Data that works for you (for a change).
All-in-one platform for Insurance Distribution.
CRM
A CRM built for Insurance Distribution.
ICM
Incentives & Commissions Management built for profit.
Data Visualization
Data that works
for you.
Agent Portal
An Agent Portal built for professional service.
CRM
A CRM built for Insurance Distribution.
DMS
A Distribution Management System that works for you.
ICM
Incentives & Commissions Management built for profit.
Data Visualization
Data that works
for you.
Agent Portal
An Agent Portal built for professional service.
Launch Plan
