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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 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...

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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...

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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...

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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...

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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...

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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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May 12, 2026

AI Chatbots for Insurance: Reduce Tickets 40%

TL;DR: AI chatbot insurance support tools handle routine inquiries, appointment booking, and lead follow-up automatically — freeing agents from repeti...

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May 11, 2026

Extended Lead Nurture: Converting Prospects After 2-3 Months

TL;DR: Most insurance agents abandon leads after a few weeks of silence — and lose thousands in potential premiums. Long-term lead nurturing keeps war...

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May 8, 2026

12-Month Insurance Nurture Sequences That Convert

TL;DR: Most insurance agents give up on leads after 30 days. A 12-month insurance nurture sequence keeps prospects engaged through policy anniversarie...

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