THE ONYX BLOG
Tips to Grow Your Insurance Business
Strategies, insights, and best practices for insurance agents who want to book more appointments and close more deals.
August 26, 2026
Automated Lead Nurture Workflows: Managing Non-Responsive Leads
TL;DR: Most insurance agents stop following up after 3–5 touches. Buyers typically need 8–12 before they respond. Insurance lead nurture automation cl...
Read More →August 26, 2026
Lead Vendor Integrations: Beyond Aria
TL;DR: Connecting a lead vendor to your CRM is the easy part. The real problem is what happens after the lead lands. Onyx CRM fires…
Read More →July 30, 2026
Selling Life Insurance: A Comprehensive Guide for Agents
TL;DR: Most agents who struggle with selling life insurance have a systems problem, not a skills problem. The agents consistently outselling you respo...
Read More →July 30, 2026
Best CRM Workflows for Mortgage Protection Agents
TL;DR: Mortgage protection agents lose most deals to slow follow-up and inconsistent outreach — not to bad leads. Onyx CRM’s Mortgage Protection Stack...
Read More →July 23, 2026
Life Insurance Lead Generation: 5 Proven Channels
TL;DR: Most agents lose life insurance leads not because they chose the wrong channel, but because their follow-up is too slow. This guide covers five...
Read More →July 20, 2026
Whole Life vs Term: Positioning Guide for Life Agents
TL;DR: Whole life and term aren’t competitors — they’re tools for different client needs. Term covers short-term income replacement; whole life builds...
Read More →July 16, 2026
Final Expense Underwriting Cheat Sheet: Carrier Niches
TL;DR: Final expense underwriting varies significantly by carrier — each one has carved out a niche based on health conditions, age bands, and risk ap...
Read More →July 16, 2026
Auto-Create Tasks Using CRM Tags & Reminders
TL;DR: Automated task creation in a CRM uses tag-based triggers to generate follow-up tasks, reminders, and assignments without any manual entry. For...
Read More →July 14, 2026
Lead Import Tutorial: Step-by-Step Setup for Agents
TL;DR: Lead import in Onyx CRM takes 15 minutes if your data is clean. Export your leads as CSV, map the columns to Onyx fields,…
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