Skip to content

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.

June 4, 2026

SMS Text Campaign Setup for Insurance Agents

TL;DR: SMS campaigns in your insurance CRM can achieve open rates above 90% and get responses in under 90 seconds — far faster than email….

Read More →

May 31, 2026

API Integration for Lead Distribution Platforms: The Complete Guide

TL;DR: CRM API integration for lead distribution connects your lead sources directly to your CRM, eliminating manual data entry and routing every new...

Read More →

May 31, 2026

Real-Time SMS Response Alerts for Insurance Agents

TL;DR: SMS response notifications for insurance agents deliver instant alerts the moment a lead replies to an automated text. This closes the response...

Read More →

May 26, 2026

Automated Lead Tagging for CRM Pipeline

TL;DR: Automated lead tagging in a CRM assigns labels to contacts based on their behavior, source, or status—without any manual input. For insurance a...

Read More →

May 25, 2026

SMS Billing Transparency: Usage Tracking

TL;DR: SMS billing transparency means having clear, real-time visibility into how many messages you’re sending, what they cost, and where your budget...

Read More →

May 25, 2026

Fix Voicemail Automation Workflows in CRM

TL;DR: Insurance agents lose revenue every time follow-up slows down. Most CRMs treat voicemail drops as an afterthought — no sequencing, no pipeline...

Read More →

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 →