Request Policy Changes in a Few Clicks, Right in Oneday Pro
Change a client's address, beneficiary or bank account from the Oneday Pro portal. Your client signs by email, and our team puts the change on the policy.
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#agent-tools
8 articles tagged with #agent-tools, from the Oneday team.
CRM Webhooks: Every Lead You Buy, Straight to Your CRM
Connect GoHighLevel, Ringy, Zapier or any CRM to the Oneday Pro Lead Center in a few minutes. Every lead you buy lands in your CRM within seconds.
Live Leads: Verified Real-Time Leads, Now in the Lead Center
Live Leads are in the Oneday Pro Lead Center: phone-verified, exclusive leads from vetted partners, streamed to you the moment they're generated.
Branded Checkout Links: E-Commerce Life Insurance for Advisors
Generate a branded checkout link in Oneday Pro, share it or run ads to it, and see where every client drops off. The funnel keeps getting better on its own.
The Lead Marketplace: Life Insurance Leads, Live in Oneday Pro
The Lead Marketplace is live in Oneday Pro. Buy life insurance leads in Canada, work them in a built-in Lite CRM, and convert them, all in one platform.
Branded Illustrations: Send Client-Ready Quotes in One Click
Generate branded life insurance illustrations with your name, contact info, and advisor code on every page, then email the PDF to your client from Oneday Pro.
Life Insurance Agents: Send Quotes in Seconds
Oneday Pro launches instant quoting, enabling life insurance agents to send personalized quotes within seconds to boost sales momentum and win more deals.
Commission Reports That Finally Make Sense
Stop hunting through weekly PDFs. See every placement, payment, and pending commission live, and export to Excel whenever you need.