Annuity CRM
The CRM Built for Annuity Agents
Annuity prospects do not rush, and they should not. Onyx builds trust over 90+ days with rate alerts, retirement education, and suitability automation.
THE CHALLENGE
Why Annuity Agents Struggle
These are the problems we hear from agents every day. Sound familiar?
Annuity Prospects Take Months to Decide
Annuity purchases involve significant sums and retirement security. Prospects do not rush these decisions, and most agents do not have a nurture system that can maintain meaningful contact over 90+ days without becoming repetitive or annoying.
Rate Changes Create Urgency You Cannot Track
When annuity rates change, it creates a window of opportunity. But without automated rate alerts, agents cannot efficiently notify interested prospects about favorable rate changes or limited-time offerings.
Suitability Documentation Is Complex
Annuity sales require thorough suitability documentation. Managing suitability questionnaires, financial profiles, and compliance requirements across dozens of prospects is administratively heavy.
Trust-Building Cannot Be Rushed
Prospects are entrusting their retirement savings. Generic, high-pressure follow-up sequences damage the trust that annuity sales require. The nurture approach needs to be educational, patient, and consultative.
THE SOLUTION
The Annuity Stack
Purpose-built for the long-cycle, trust-intensive nature of annuity sales. Patient nurture sequences, rate-driven urgency, and suitability tracking that keeps you compliant.
90+ Day Nurture Cycles
Annuity prospects need time. Onyx maintains thoughtful, value-driven contact over 90+ days with messages about retirement planning, income strategies, and market insights that build trust over time.
Rate Update Alerts
When rates change, Onyx automatically notifies interested prospects. Create urgency around favorable rate windows without manual outreach to your entire pipeline.
Suitability Automation
Streamline suitability documentation with automated questionnaires, financial profile tracking, and compliance checklists. Reduce administrative burden while staying compliant.
Retirement-Focused Education
Automated sequences that educate prospects on retirement income strategies, annuity types (fixed, indexed, variable), and the role of annuities in a diversified retirement plan.
AI Appointment Booking
When a prospect signals readiness after weeks or months of nurture, the AI books them for a consultation. The timing is natural, not forced.
High-Value Lead Prioritization
Annuity prospects vary widely in asset levels and readiness. Onyx helps you prioritize your pipeline so you spend your time on the prospects most likely to convert.
GET STARTED
Live in 48 Hours
Getting set up on Onyx is fast and hands-on. No DIY, no guessing.
Book Your Demo
Schedule a personalized demo to see Onyx in action for your specific vertical.
1-on-1 Onboarding Call
We set up your account together: calendar, phone, integrations, and your Stack.
Start Booking Appointments
Your AI starts engaging leads and booking appointments within 48 hours.
FAQ
Annuity Questions
Common questions from agents in your vertical.
Ready to Grow Your Annuity Business?
Book a personalized demo and see how the Annuity Stack can automate your follow-ups, book more appointments, and help you close more deals.
Starting at $99/month. 14-day money-back guarantee.