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For FMOs & uplines

Protect your book.

Help every agency perform better

Onyx gives you visibility, reporting, and compliance support across your hierarchy. You protect what you've built and give every agency a stronger foundation.

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Visibility across your hierarchy
Use one login to see performance across your organization, move into an individual agency when needed, and give your team a clear place to start.
Compliance support across agencies
Make recording, QA, DNC processes, and audit-ready records easier to maintain across the network without rebuilding the process for every agency.
Reusable operating playbooks
Give agencies a stronger starting point with your scripts, scorecards, retention campaigns, and other approved operating content already available.
Shared lead sources and controls
Make lead sources easier to distribute and support agency-level rules such as source capping, agent levels, and leads.
Reporting that supports action
See the measures that matter across agencies and use the same clean foundation for coaching, planning, and proving the strength of your organization.
Support without taking over
Give agencies technology and guidance that strengthen their business while preserving their ownership and operating judgment.

Value for both sides

For your organization

More visibility, more consistency, stronger compliance confidence, and a more differentiated relationship with your agencies.

For each agency

A platform that works, a playbook they can build from, and support from an upline invested in the strength of their business.

For the relationship

Shared facts and shared standards without turning every agency into the same operation.

Customer story

"Howard Insurance Group runs on Onyx. It's easy to use and set up — we've onboarded multiple agencies within a few weeks. Their hierarchy features are best in class, and allow me to make sure the entire FMO is compliant, on script, and using approved marketing."

— Michael Landis, Howard Insurance Group

What FMOs ask before moving a hierarchy

Onyx includes multi-agency administration and instance switching, built on technology forged inside a 1,000+ seat insurance operation. We will show you exactly how the hierarchy works for an organization like yours.
No. You can provide a stronger shared foundation while each agency keeps the flexibility to run its own business.
Onyx keeps your whole organization on one connected foundation — shared compliance, reporting, and approved operating content — so agencies stay supported, consistent, and easier to retain. We'll walk through the specific retention levers for an organization like yours.

Give every agency a stronger foundation

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