Built for Telephonic Sales

Most CRMs are bloated or generic. Onyx is purpose-built for fast-paced, regulated sales teams that sell over the phone. From a single browser window, agents and managers can view lead progress, customer history, policy data, and next steps. No bouncing between platforms. No data gaps.

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Exactly What Your Team Needs

When your team lives in the CRM, it should work for them. Onyx is designed specifically for insurance and financial service workflows, bringing clarity, speed, and compliance to every customer interaction.

Unified Customer Profiles

See every policy, interaction, and note in one place. Onyx is more than a contact database, it's a living timeline of your customer's journey.

Policy and Product Visibility

Track which carriers, products, and policy types a customer has purchased. Ideal for teams managing multiple lines across multiple states.

Disposition Tracking

Capture exactly how each call ends with granular, customizable dispositions, plus AI-powered matching to enhance accuracy and reporting.

Role-Based Views

Agents, managers, and admins see only what they need. Control access, workflows, and visibility without writing a single line of code.

Exactly What Your Team Needs

Unified Customer Profiles

See every policy, interaction, and note in one place. Onyx is more than a contact database, it's a living timeline of your customer's journey.

Policy and Product Visibility

Track which carriers, products, and policy types a customer has purchased. Ideal for teams managing multiple lines across multiple states.

Disposition Tracking

Capture exactly how each call ends with granular, customizable dispositions, plus AI-powered matching to enhance accuracy and reporting.

Role-Based Views

Agents, managers, and admins see only what they need. Control access, workflows, and visibility without writing a single line of code.

Exactly What Your Team Needs

Unified Customer Profiles

See every policy, interaction, and note in one place. Onyx is more than a contact database, it's a living timeline of your customer's journey.

Policy and Product Visibility

Track which carriers, products, and policy types a customer has purchased. Ideal for teams managing multiple lines across multiple states.

Disposition Tracking

Capture exactly how each call ends with granular, customizable dispositions, plus AI-powered matching to enhance accuracy and reporting.

Role-Based Views

Agents, managers, and admins see only what they need. Control access, workflows, and visibility without writing a single line of code.

Better Compliance and Security Protections

Onyx embeds security and auditability into every feature so your team stays compliance by default, not by extra effort.

Audit Trails and Activity Logging

Every call, click, and update is logged automatically. Compliance, QA, and coaching have never been easier to monitor.

Enterprise-Grade Data Protection

We align with SOC 2 and HIPAA frameworks and conduct regular audits to safeguard sensitive data and verify our controls.

Ready to See Onyx Work for You?

Discover how our all-in-one platform can help your agency sell smarter and stay compliant. Schedule your live demo.

Request a demo