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What is OneHQ?

Streamline your business operations with HQ, where seamless integration of CRM and business data enables you to effectively monitor your current advisors, thereby reducing turnover and mitigating risks. By nurturing high-value clients from your most engaged prospects, you can achieve a remarkable increase in reach, ranging from 20-50%. The intuitive dashboards offer a clear overview of essential tasks and deadlines, allowing you to focus on what truly matters for your advisors, which includes commissions, case management, contracting, licensing, imaging, and marketing—all integrated into one cohesive platform that simplifies daily operations. The need for extensive technical expertise to decipher your business data is a thing of the past; HQ's sophisticated analytics uncover hidden relationships and new opportunities, enhancing your confidence in the decision-making process. This comprehensive approach ultimately empowers you to make well-informed and strategic choices that will propel your business towards future growth. Moreover, leveraging these insights fosters enhanced collaboration within your team, driving not only productivity but also long-lasting success. With HQ, you can confidently navigate the complexities of business management while ensuring a brighter future for your organization.

What is Equisoft/centralize?

The insurance agency management system we offer integrates various feeds from carriers, medical prerequisites, clients, policies, and other compliance and contracting systems into a single, cohesive platform. Equisoft/centralize stands out as a unified management solution that enhances collaboration among all stakeholders involved in commission distribution and management. Designed by industry experts, the software includes pre-built business processes that are tailored to streamline your operations. Essential reports, such as those detailing policies sold and commission forecasts, deliver valuable insights into your agency's overall performance. Furthermore, Equisoft/centralize facilitates lead monitoring and significantly boosts advisor productivity through efficient tracking mechanisms. The system efficiently handles complex hierarchies necessary for processing payouts and skillfully highlights discrepancies between expected and actual compensation. It supports various commission structures and customized compensation types, ensuring that all data feeds from insurance carriers and medical requirement companies are fully integrated. This comprehensive strategy not only enhances operational efficiency but also strengthens relationships among all participants in the insurance ecosystem, ultimately leading to improved business outcomes. By fostering a collaborative environment, the system helps agencies adapt quickly to market changes and enhance their service offerings.

Media

Media

Integrations Supported

Equisoft/illustrate
Equisoft/manage

Integrations Supported

Equisoft/illustrate
Equisoft/manage

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OneHQ

Date Founded

2010

Company Location

United States

Company Website

onehq.com/index

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

equisoft.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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