Case Studies
Real Agents. Real Results.
See how insurance agents and agency owners are using Onyx to automate their pipeline, book more appointments, and scale their teams.
Jason F.
Life Insurance Agent - Life Insurance
The Challenge
Jason was working out of spreadsheets and HubSpot CRM, spending roughly 5 minutes just to make a single dial. On a good day he could land 8-9 appointments, and 30 appointments per week was considered solid. The manual process was eating into selling time and capping his growth.
The Solution
After switching to Onyx, Jason automated his entire outreach and appointment-booking workflow. The AI handles lead engagement around the clock - booking appointments while he sleeps. His pipeline became centralized, follow-ups became automatic, and he stopped losing time on manual dialing and spreadsheet management.
The Results
In his first full writing year on Onyx, Jason hit President's Club. He went from 30 appointments per week to 60-70 per week, with 15-16 appointments showing up per day. His show rate sits at 45-50%, and when he presents, he closes at a 70-80% rate.
60-70/wk
Appointments Booked
President's Club
First Full Year
70-80%
Close Rate
"I was you. I was like, dude, I'll never work out of a CRM. I just want to use my spreadsheet. Now I'll never work out of a spreadsheet again. I need to work out of Onyx or otherwise I'm not efficient."
- Jason F.
"I'm literally booking appointments while I sleep. If you want to get an aspect on the time it's saving me - I'm sleeping while it's booking appointments."
- Jason F.
Christine F.
Agency Owner - Mortgage Protection / Final Expense
The Challenge
Christine and her team were using another CRM with limited pipelines, only leveraging basic texting workflows. They were not booking through the CRM, had no automated appointment reminders, and were not tracking their book of business properly. Onboarding new agents was time-consuming and fell entirely on Christine.
The Solution
After migrating her entire team to Onyx, Christine gained full pipeline management, automated appointment reminders, and book of business tracking with annual review automation. New agents now onboard seamlessly through Onyx support - the second onboarding call walks them through everything, taking the burden off Christine.
The Results
Christine has retained Onyx for 12-18 months and migrated her full team onto the platform. Appointment show rates improved thanks to automated reminders. Her book of business is now tracked and managed with annual review automations. She rates Onyx customer service 10 out of 10.
Full Team
Migrated to Onyx
12-18 mo
Retained
10/10
Customer Service
"We weren't booking people in the CRM. When I say we were just using the basic function of a workflow, that's it. Now having the text automated where it's reminding them for appointments - that's a game changer because people are showing up more."
- Christine F.
"Your onboarding's on top of it. Your second call, you're going through everything so they understand it, which takes a lot off of me because I don't have time. Customer service, 10 out of 10."
- Christine F.
Richie C.
Agency Owner (40-50 Downlines) - Insurance Agency Management
The Challenge
Richie C. had tried four different CRMs before finding Onyx. His previous CRM had poor support - when his agents ran into issues, the problems bounced back to him. Managing 40-50 downline agents while also handling CRM troubleshooting was consuming too much of his time and energy.
The Solution
With Onyx, Richie C. now sends new agents the onboarding link and doesn't hear about it again - the process is seamless. When agents have issues, Onyx chat support resolves them within 30 minutes. His team leans heavily on text automations to keep their pipelines moving without manual intervention.
The Results
Richie C. manages 40-50 agents on Onyx with minimal overhead. Agent issues that used to land on his desk are now resolved within 30 minutes by Onyx support. After trying four different CRMs, he found the platform that lets him focus on growing his agency instead of troubleshooting technology.
40-50
Agents Managed
30 min
Issue Resolution
4 CRMs
Tried Before Onyx
"When I bring my agents onto Onyx, I don't have to worry about it. You guys are great at taking the pressure off of me."
- Richie C.
"I've literally used four different CRMs. Onyx is for driven people. That's why we're here."
- Richie C.