2025
New State Training Types
We added new State Training Types: 4-Hour Long Term Care, 4-Hour NAIC Annuity, 4-Hour NAIC Life, 8-Hour Annuity, 8-Hour Long Term Care, and 8-Hour NAIC Annuity.
New Filters for Hierarchy Branches Reports
Hierarchy Branches reports now include new filters, giving you more precise control over your data: Is Top Advisor, Is Top Firm, and Is Top Hierarchy.
2025
Requirement Order Resource now in Webhooks
We added the Requirement Order Resource to Webhooks, allowing you to build more flexible and powerful integrations for your workflow.
2025
New Tabs in Advisor View
We added 3 new tabs (Licenses, Contracts and Policies) to the Advisor view in our HQView App, so you can find what you need faster.
2025
Upline Search Bar on Hierarchies
We have improved the Upline Search Bar to show only active hierarchy options by default. To include inactive options in your search, simply enable Search Inactive Resources option within the Settings menu.
2025
Improvements on Campaigns
We enhanced Campaign records with additional fields that align with industry standards, allowing you to capture more accurate, detailed, and useful information for reporting.
2025
Webforms
You can now create and share custom forms to capture new records. Submitted data will flow directly into OneHQ for easy review and approval. Learn more here.
Learn more.
2025
HQView: Client List Not Displaying
We resolved an issue that prevented Clients from being displayed correctly on the Client tab in HQView.
2025
Advisor Import Batches
We added new columns for Advisor Import Batches: Internal Commission User ID, Internal Commission User Username, Internal Commission User Start Date, Internal Commission User End Date, Internal Commission Team ID, Internal Commission Team Name, Internal Commission Team Start Date, Internal Commission Team End Date.
Contract Import Batches
We added new columns for Contract Import Batches: Contracting and Licensing User ID, Contracting and Licensing User Username, Contracting and Licensing User Start Date, Contracting and Licensing User End Date, Contracting and Licensing Team, Contracting and Licensing Team Name, Contracting and Licensing Team Start Date, Contracting and Licensing Team End Date, Internal Recruiter User ID, Internal Recruiter User Username, Internal Recruiter User Start Date, Internal Recruiter User End Date, Internal Recruiter Team ID, Internal Recruiter Team Name, Internal Recruiter Team Start Date, Internal Recruiter Team End Date, Internal Case Manager User ID, Internal Case Manager User Username, Internal Case Manager User Start Date, Internal Case Manager User End Date, Internal Case Manager Team ID, Internal Case Manager Team Name, Internal Case Manager Team Start Date, Internal Case Manager Team End Date, Internal Case Designer User ID, Internal Case Designer User Username, Internal Case Designer User Start Date, Internal Case Designer User End Date, Internal Case Designer Team ID, Internal Case Designer Team Name, Internal Case Designer Team Start Date, Internal Case Designer Team End Date, Internal Manager User ID, Internal Manager User Username, Internal Manager User Start Date, Internal Manager User End Date, Internal Manager Team ID, Internal Manager Team Name, Internal Manager Team Start Date, Internal Manager Team End Date, Internal Contractor User ID, Internal Contractor User Username, Internal Contractor User Start Date, Internal Contractor User End Date, Internal Contractor Team ID, Internal Contractor Team Name, Internal Contractor Team Start Date, Internal Contractor Team End Date, Policy Services User ID, Policy Services User Username, Policy Services User Start Date, Policy Services User End Date, Policy Services Team ID, Policy Services Team Name, Policy Services Team Start Date, Policy Services Team End Date, Internal Underwriting User ID, Internal Underwriting User Username, Internal Underwriting User Start Date, Internal Underwriting User End Date, Internal Underwriting Team ID, Internal Underwriting Team Name, Internal Underwriting Team Start Date, Internal Underwriting Team End Date.