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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.

April 11, 2026

Insurance Annual Review Automation: Retain 90% of Your Book

TL;DR: Insurance annual review automation uses trigger-based outreach, AI agents, and policy anniversary tracking to schedule client reviews without m...

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April 2, 2026

What is an Insurance CRM? Complete Guide

TL;DR: An insurance CRM (Customer Relationship Management system) is software built to help insurance agents capture leads, automate follow-ups, track...

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April 2, 2026

Top 5 Insurance CRMs Compared 2026

TL;DR: The best insurance CRM in 2026 depends on your specific insurance line, workflow needs, and budget. This guide breaks down five leading options...

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April 2, 2026

Insurance Lead Response Time: 2026 Benchmarks

TL;DR: Insurance lead response time benchmarks show that agents who contact a lead within five minutes are up to 21x more likely to qualify them…

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April 2, 2026

AEP Planning Guide for Medicare Agents

TL;DR: The Annual Enrollment Period (AEP) runs October 15 – December 7 each year and is the busiest stretch in a Medicare agent’s calendar. This…

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April 2, 2026

HighLevel: Complete Guide for Insurance Agents

TL;DR: HighLevel is a powerful all-in-one CRM and marketing platform used by thousands of agencies. For insurance agents, it offers strong automation...

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April 2, 2026

AI-Powered Lead Appointment Scheduling

TL;DR: AI appointment scheduling automates the process of booking meetings with insurance leads — responding instantly, qualifying prospects, and lock...

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March 22, 2026

Final Expense Insurance: Market Trends 2026

TL;DR: Final expense insurance is a whole life product designed to cover end-of-life costs like funerals, medical bills, and outstanding debts. In 202...

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March 22, 2026

Medicare Supplement Plans Explained: Agent Guide

TL;DR: Medicare supplement plans (also called Medigap) help cover the out-of-pocket costs that original Medicare leaves behind — things like copays, c...

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