Post on 26-Aug-2020
transcript
Kyle J. GinavanCEO
onehq.com
Sales & Marketing
Operations Management
ONE SYSTEM FOR YOUR ENTIRE BROKERAGE
HQ FOR OPERATIONS
•Case Management
•Contracting & Licensing
•Commissions
•Imaging
HQ FOR SALES & MARKETING
•CRM
•Dashboards
•Email Blasting
•Work & Call Campaigns
HQ FOR MANAGEMENT
•Dashboards
•Reporting
HQ FOR DOWNLINES & ADVISORS
•Share
•Communicate
•Work Together
CUSTOM BUILT FOR YOU
SeniorHealth Life
Annuity LTCDI
Group Securities
Management
Sales & Marketing
Operations
HQ WHEREVER YOU ARE
•Mobile
•Tablet
•Web
Work Smarter,Not Harder
WHAT ARE YOUR IDEAS TO IMPROVE TECHNOLOGY?
•Illustrations & Quoting
•Agent Onboarding / eContracting
•Product Library
•Forms Library
•eApplication
•Carrier Integration/Feeds
•Benefits Exchange