All-In-One Platform
for Insurance Agencies
Onyx Platform is meticulously designed to address the unique challenges of insurance agencies, providing tools that enhance efficiency, compliance, and growth.
AI-Enhanced CRM & Pipeline Management
Automatically route leads to agents based on licensing, expertise and performance metrics. Monitor lead quality, sales opportunities, and schedule follow-ups with ease.
Automated Compliance Support
Automatic call recording, logging, and scoring to help adhere to regulatory standards. Integrate with NIPR for real-time agent licensing checks.
Streamlined Workflows
Reduce manual tasks with automated workflows, allowing agents to focus on client relationships. Equip agents with scripts that ensure consistent and compliant conversations. Sync with enrollment platforms to streamline policy management.
Integrated Dialer
Conduct calls directly from the platform, ensuring all communications are logged, intelligently routed, and accessible. Receive concise summaries and insights after each client interaction.
Advanced Analytics & Reporting
Access up-to-date metrics on sales, agent performance, and client interactions. Create reports tailored to your agency's specific needs and goals. Identify and prioritize high-performing lead sources for better resource allocation.