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.
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,…
Read More →July 13, 2026
Prevent Personal Phone Numbers in Client Communications
TL;DR: Independent insurance agents risk exposing personal phone numbers when CRM systems aren’t configured correctly. Proper agent privacy CRM settin...
Read More →July 13, 2026
Track Leads Better: Onyx Opportunity Screen Tips
TL;DR: Independent insurance agents lose deals every day to slow follow-up and poor lead visibility. A purpose-built lead tracking CRM gives you a rea...
Read More →July 10, 2026
Mortgage Protection Lead Reactivation: Automated Workflows
TL;DR: Mortgage protection lead reactivation is the process of re-engaging cold or unresponsive prospects who previously showed interest but never con...
Read More →July 9, 2026
How to Streamline Virtual Assistant Management in Your CRM
TL;DR: Growing insurance agencies need centralized VA management. Most CRMs lack native task tracking, leading to missed follow-ups and lost context....
Read More →July 8, 2026
Insurance Agent CRM: The Complete Buyer’s Guide 2026
TL;DR: The best CRM for insurance agents combines speed-to-lead automation, vertical-specific pipelines, and AI-powered appointment booking. Generic p...
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