Privacy Policy

Feb 10, 2026

1. Overview

This Privacy Policy explains how Onyx Platform Corporation (“Onyx,” “we,” “us,” or “our”) collects, uses, shares, and protects personal information in connection with:

  • Our website at www.onyxplatform.com and any related sites (the “Site”)

  • The Onyx Platform, including its cloud dialer, CRM, lead routing, call recording, analytics, quality assurance, compliance tools, agent recruiting and assessment features, and all related functionality (collectively, the “Platform”)

  • Our business development, marketing, and other offline interactions with you

We refer to the Site, the Platform, and our other interactions with you collectively as the “Services.”

The Platform is used by insurance agencies, FMOs, IMOs, distribution call centers, and other organizations (each, a “Customer”) and their authorized agents, employees, and end users (“you”) to manage leads, make and receive calls, conduct assessments, track compliance, and operate telesales and insurance distribution workflows.

Onyx provides the technology platform. The Customer is the organization that has contracted with Onyx and controls how the Platform is used within its operations.

This Privacy Policy describes how Onyx handles personal information as a business and service provider. It does not apply to personal information that Onyx processes solely on behalf of a Customer under the terms of Onyx’s agreement with that Customer (“Customer Data”). The processing of Customer Data is governed by the applicable Customer agreement and the Customer’s own privacy practices.

2. Information We Collect

Depending on how you interact with the Services, we may collect the following categories of personal information:

a. Information You Provide Directly

  • Name, email address, phone number, and mailing address

  • State(s) of residence or business location

  • National Producer Number (NPN), license numbers, or licensing status

  • Employment, sales, or insurance-related background information

  • Account credentials and user profile information

  • Payment or billing information (if applicable)

  • Any additional information you choose to submit through the Platform or Site

b. Call Data

  • Audio recordings of inbound and outbound calls made through the Onyx dialer, as well as simulated mock calls used for assessment purposes

  • Transcripts generated from call recordings

  • Call metadata, including caller and recipient phone numbers, call duration, timestamps, and disposition codes

  • Quality assurance scores, performance ratings, and evaluation metrics

  • Responses to scripted or scenario-based assessment questions

c. Lead and CRM Data

  • Contact information for leads and prospects uploaded or generated within the Platform

  • Customer profiles, policy data, and workflow records

  • Lead routing, assignment, and disposition history

  • Do Not Call (DNC) list data and compliance records

d. Technical and Usage Data

  • IP address, device type, browser type, and operating system

  • Date and time of access

  • Interaction logs, click-stream data, and usage patterns related to the Platform and Site

  • Cookies, pixels, and similar tracking technologies used on the Site

e. Information from Other Sources

We may receive personal information about you from third-party sources, including lead vendors, integration partners, enrollment platforms, quoting tools, marketing systems, and our Customers.

3. How We Use Your Information

We use personal information to:

  • Operate, maintain, and provide the Platform and Services, including the dialer, CRM, lead routing, call recording, analytics, compliance tools, and assessment features

  • Facilitate outbound and inbound calls, lead management, and sales workflows

  • Generate and store call recordings, transcripts, quality assurance scores, and reports

  • Provide real-time dashboards, performance insights, and analytics to Customers and their authorized users

  • Support license matching, DNC list compliance, and other regulatory requirements

  • Conduct agent recruiting assessments and simulated mock call evaluations

  • Improve Platform functionality, accuracy, and performance

  • Communicate with you about account activity, product updates, and marketing (where permitted)

  • Maintain security, prevent fraud, and comply with legal obligations

We do not sell personal information.

4. Call Recording, Transcription, and Automated Analysis

The Platform records, transcribes, and analyzes calls to support quality assurance, compliance monitoring, agent coaching, and operational analytics. By using the Platform, you expressly consent to:

  • The recording of all calls made or received through the Onyx dialer, including live outbound and inbound calls with consumers and simulated mock calls

  • The transcription of audio recordings

  • The automated analysis of calls and transcripts, including AI-based scoring, quality assurance evaluation, and compliance monitoring tools

Customers are responsible for ensuring that any required notice or consent is provided to call participants (such as consumers) in accordance with applicable federal and state laws, including the Telephone Consumer Protection Act (TCPA) and state wiretapping and recording statutes.

5. How We Share Information

a. With the Customer

We share your information, call recordings, transcripts, performance data, and related reports with the Customer that manages your account or operations on the Platform.

b. With Service Providers

We may share information with third-party vendors who help us operate the Platform and provide the Services, including hosting, telephony, analytics, and AI service providers, subject to confidentiality and data protection obligations.

c. With Integration Partners

Where a Customer has enabled third-party integrations (such as quoting tools, enrollment platforms, lead vendors, or marketing systems), data may be shared with those third parties in accordance with the Customer’s configuration and instructions.

d. Legal and Safety Disclosures

We may disclose information if required by law, regulation, subpoena, or legal process, or to protect our rights, safety, or property.

e. Business Transfers

In the event of a merger, acquisition, reorganization, or sale of assets, personal information may be transferred to the acquiring entity.

6. Onyx’s Role vs. the Customer’s Role

Onyx acts as a service provider and data processor providing technology to the Customer.

Information you submit through the Platform, and information generated from your use of the Platform (including call recordings, transcripts, lead data, CRM records, and reports), may constitute Customer Data as defined in Onyx’s agreement with the Customer. The Customer retains ownership and control of Customer Data, subject to applicable law.

The Customer controls operational, retention, and deletion policies for Customer Data. If you wish to exercise rights related to Customer Data, please contact the relevant Customer directly.

7. Cookies and Tracking Technologies

We use cookies, pixels, and similar tracking technologies on the Site to improve your experience, analyze usage patterns, and support our marketing activities. We may also use third-party analytics tools (such as Google Analytics) to understand how users interact with the Site. You can manage your cookie preferences through your browser settings. For information on Google Analytics’ data practices, visit Google’s privacy site.

8. Platform Improvement and Deidentified Data

Onyx may generate and use deidentified and aggregated data derived from use of the Platform for platform analytics, performance monitoring, product development, and service improvement. This data does not identify any individual personally. We may disclose deidentified and aggregated data to third parties for various purposes as permitted by law.

9. Data Retention

We retain personal information only as long as necessary to provide the Services, fulfill the purposes described in this Privacy Policy, meet contractual obligations, and comply with legal requirements. Retention periods may vary depending on the type of data and applicable Customer agreements. We do not retain data for any longer than is necessary for the purposes described in this Policy.

10. Data Security

We maintain reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, loss, misuse, or alteration. No system is completely secure, and we cannot guarantee the absolute security of your information.

11. Your Rights and Choices

Depending on your jurisdiction, you may have rights to access, correct, delete, or obtain copies of your personal information, or to opt out of certain processing activities. To exercise these rights with respect to information Onyx controls, contact us using the information in Section 17 below. For rights related to Customer Data, please contact the applicable Customer directly, as such requests may require coordination with the Customer.

You may opt out of receiving marketing communications from Onyx at any time by following the unsubscribe instructions in any promotional email or by contacting us directly. Please note that you may still receive non-marketing or transactional messages related to your account and the Services.

12. State-Specific Privacy Disclosures

California: Rights under CCPA/CPRA include access, deletion, correction, and non-discrimination. We do not sell or share personal information for cross-context behavioral advertising.

Washington: We do not collect consumer health data under the Washington My Health My Data Act.

Illinois: We do not collect biometric identifiers as defined under the Illinois Biometric Information Privacy Act (BIPA).

Virginia, Colorado, Connecticut, Utah, and Other States: Residents may have rights to access, correct, delete, or obtain copies of personal information under applicable state privacy laws.

13. Consent to Recording (All States)

By using the Platform, you consent to the recording and analysis of all calls made or received through the Onyx dialer, regardless of one-party or all-party consent laws in your jurisdiction. For live calls with consumers or other third parties, the Customer is responsible for providing any legally required notice or obtaining any required consent from the other party on the call.

14. TCPA and Telemarketing Compliance

Onyx provides tools to support Customers’ compliance with the Telephone Consumer Protection Act (TCPA), Do Not Call (DNC) regulations, and other applicable telemarketing laws, including DNC list syncing, audit-ready call logs, and permissible calling time enforcement. Customers are solely responsible for ensuring their use of the Platform complies with all applicable laws and regulations.

15. Children’s Information

The Services are intended for business use and are not directed at individuals under the age of 18. We do not knowingly collect personal information from children.

16. Changes to This Policy

We may update this Privacy Policy periodically. We will post the revised policy on the Site with an updated “Last Updated” date. Continued use of the Services after changes are posted constitutes acceptance of the revised policy.

17. Contact Us

Onyx Platform Corporation
Email: info@onyxplatform.com