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.
May 25, 2026
Import Leads & Launch Calls/Texts in CRM
TL;DR: Bulk importing leads into a CRM lets independent insurance agents skip hours of manual data entry and launch automated call and SMS follow-up w...
Read More →May 22, 2026
Organize Insurance Carriers: Smart Filtering in Onyx
TL;DR: Independent insurance agents lose deals not because they lack leads — but because their CRM is a mess. Onyx’s 7 insurance-vertical Stacks and 4...
Read More →May 21, 2026
Train Your AI: Customizing Objection Response Scripts
TL;DR: Generic AI responses lose insurance sales. AI objection handling customization lets you train your AI agent to use your exact scripts, your ton...
Read More →May 20, 2026
SMS Automation for Insurance Leads: A2P Setup Guide
TL;DR: A2P (Application-to-Person) SMS lets insurance agents send automated, compliant text messages at scale. Setting it up correctly inside GoHighLe...
Read More →May 20, 2026
Mortgage Protection Insurance: What Agents Need to Know
TL;DR: A mortgage protection insurance agent sells policies that pay off a homeowner’s mortgage if they die, become disabled, or lose their income. Su...
Read More →May 16, 2026
How to Fix SMS Message Length Issues in Automation Workflows
TL;DR: SMS has strict character limits (160 GSM characters, 70 for Unicode). When your automation messages exceed these, carriers split them into mult...
Read More →May 14, 2026
Automate Policy Status Tracking with Smart Tags in Your Insurance CRM
TL;DR: Policy status automation in your insurance CRM eliminates manual tracking of renewals, lapses, and annual reviews. Onyx CRM’s smart tagging sys...
Read More →May 14, 2026
Insurance Agent KPI Dashboard: Track Daily Performance Metrics
TL;DR: Most insurance agents track one or two numbers and wonder why growth stalls. An insurance agent KPI dashboard gives you five real-time metrics...
Read More →May 12, 2026
SMS Appointment Confirmations for Insurance Agents
TL;DR: SMS appointment confirmations reduce no-show rates by 25-40% and take less than an hour to set up. When agents send confirmations automatically...
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