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onyx®

For insurance agents

Wake up to a booked calendar.

Insurance leads go cold in 5 minutes. Onyx texts yours in 5 seconds, qualifies them, and books them while you sleep.

  • 300+ agents
  • $10M+ in premiums driven
  • Live in 48 hours
  • 14-day money-back
onyx · booking
Now I wake up, I have a booked calendar.Thomas D.
  • We’re doubling everything.Kelly V.
  • 90% of my business … comes from something inside Onyx.Richie C.
  • 30+ appointments in his first month.Damon R.

Sound familiar?

Deals don’t die on price. They die waiting.

The wild, wild west. We’re winging it.

Jason F., on running his agency before Onyx

11:47 PM

Your last lead just came in.

You’ll see it at 7 AM. By then they’ve filled out three more forms and booked with whoever answered first.

5 logins

Five bills. Nothing syncs.

Dialer, calendar, texting app, spreadsheet, sticky notes. Right now, you are the integration.

8,000

Leads sitting cold in your book.

Every one of them cost you money once. They’re not dead. Nobody’s texted them.

How it works

One flow. Zero babysitting.

Not a feature tour. The actual sequence, in the actual product.

  1. STEP 01

    A lead comes in

    From your vendor, your website, your aged list. It lands in one pipeline the moment it exists.

  2. STEP 02

    Onyx texts them in seconds

    While they’re still holding their phone. Not tomorrow morning. Not after your third coffee.

  3. STEP 03

    Qualifies them in the thread

    Asks the questions you’d ask, handles the back-and-forth, keeps the conversation moving toward a time.

  4. STEP 04

    The appointment lands on your calendar

    You find out when your phone buzzes. That’s the whole job, done before you woke up.

    ↑ “New appointment created”: the notification you wake up to

I’m sleeping while it’s booking appointments.

Jason F.

The whole platform

It books the appointment. Then it runs the agency.

The booked calendar is the front door. Behind it, one login replaces the stack you’re paying five bills for.

Unified inbox

Every text, email, call, and voicemail in one thread, across every channel. No tab-hopping to find the conversation.

It’s all in one spot. Thomas D.

Pipelines and your book of business

Every lead, client, and policy in proper pipelines. Search it, sort it, work it. No more command-F through spreadsheets.

Exactly where I know it is, in proper pipelines. Kelly V.

Business management

Dials, contacts, appointments, closes, premium written. Your agency’s numbers, live on one screen.

I have to work out of Onyx or otherwise I’m not efficient. Jason F.

Done-for-you onboarding

A human sets your whole account up. One 30-minute call, live in 48 hours, on every plan. Then guided missions and a training library take you the rest of the way.

48 hours from setup call to live. Sarah K.

Calendar and booking

Leads pick a time inside the text thread. Reminders go out automatically, so the people who book actually show.

People are showing up more for their appointments. Christine F.

Database reactivation

Multi-touch campaigns that wake up the leads you already paid for. The 8,000 sitting in your book are not dead.

$18K recovered from dead leads. Mike T.

Policy lifecycle and annual reviews

Twelve months of automated touchpoints from sale to renewal. Sold becomes client. Client becomes annual review. Nothing slips.

Built for your line of business

441+ insurance workflows arrive pre-built and battle-tested, tuned to the vertical you actually sell.

  • Mortgage Protection
  • Final Expense
  • Life Insurance
  • Medicare
  • Health / ACA
  • IUL
  • Annuity

So many things that we needed customized to what we do specifically, and it was not an issue at all. Thomas D.

After the sale

The sale doesn’t end at “Approved & Paid.”

The twelve months after the sale are where retention, cross-sell, and referrals live. Most systems ignore them. Onyx works your book all year.

  1. DAY 1

    Sold becomes serviced

    The policy lands in your book, the welcome messages go out, and the client knows exactly what happens next.

  2. EVERY MONTH

    Check-ins that never slip

    Twelve months of automated touchpoints. Each month fires a check-in, a policy review reminder, or a cross-sell opener.

  3. LIFE EVENTS

    Birthdays and anniversaries remembered

    Client birthdays, wedding anniversaries, even the kids’ birthdays. Every reason to reach out, handled for you.

  4. MONTH 12

    The annual review books itself

    Review appointments confirmed and reminded automatically. A completed review schedules the next cycle.

  5. WHEN IT’S EARNED

    The referral ask goes out

    Happy clients get asked at the moment the goodwill is real. Your book compounds instead of leaking.

My persistency is definitely, definitely helped a lot, especially in the insurance space.

Kelly V.

Runs a life insurance team

Proof

The agents said it better than we could.

All verbatim, from real recorded calls. Some names shortened for privacy.

30+

appointments in his first month

Damon R.

$18K

recovered from dead leads

Mike T.

48 hrs

from a 30-minute setup call to live

Sarah K.

$520K

issued-paid his first year on Onyx

Kelly V.

70-80%

close ratio when he presents with numbers from Onyx

Jason F.

President’s Club

his first full writing year on Onyx

Jason F.

4 sales

from 500 uploaded leads, a week and a half in

New user, March 2026

2 deals

closed in week one, working reactivated aged leads

New agent, July 2026

60-70

appointments a week coming in now

Jason F.

I’m sleeping while it’s booking appointments.

Jason F.

Now I wake up, I have a booked calendar.

Thomas D.

My book of business was on my Google Calendar… now me and my whole crew are using it. We’re doubling everything.

Kelly V.

Runs a life insurance team

The support is bar none. That ma and pa feeling in a big, huge industry.

Sheila L.

Solo agent

90% of my business I submit as a team every month comes from something inside Onyx.

Richie C.

Agency owner, 40+ downline agents

I’ll wake up to 15 appointments a day, 16 appointments a day.

Jason F.

I’ve really been able to buy a lot of my time back using Onyx.

Thomas D.

It’s like the nuts and the bolts… the things you had built that we didn’t have on the other CRM.

Christine F.

After switching from another CRM

I’ll never work out of a spreadsheet again.

Jason F.

I would crash out. I would probably mentally crash out.

Kelly V.

Asked what life without Onyx would look like

Customer service 10 out of 10.

Christine F.

The AI is just doing work and Onyx is doing everything for us.

Jason F.

This is awesome, man. I’m in. I’m bringing people with me. I’m bringing my wife with me.

Jordan H.

Said halfway through his demo call

Just so much more detailed and so much better and more user friendly than the last one.

Agent switching platforms

Recorded call, June 2026

I’m so impressed by this. I love it. I feel so thankful.

New agent, first week

Recorded onboarding call, July 2026

Your onboarding’s on top of it… which takes a lot off of me.

The whole box

Everything you walk in with on day one.

Not modules. Not add-ons. One subscription, the whole agency in a box.

441+ insurance workflows

Pre-built and battle-tested across all 7 vertical Stacks, from mortgage protection to Medicare.

Done-for-you setup

A human builds your whole account. One 30-minute call, live in 48 hours, on every plan.

Guided missions and training

A gamified command center walks you through activation step by step, with a full training library inside.

Answers when you need them

An assistant trained on every workflow in the platform, plus real humans on Slack. Your late evening is our working day.

Your book of business, tracked

Every client and policy from submitted to renewed, inside the same system that booked the appointment.

The whole thing in your pocket

Reply to leads, manage appointments, and work your book from the mobile app.

50+ integrations

Lead vendors, data providers, calendars, and the tools you already use plug straight in.

14-day money-back guarantee

If you’re not booking more appointments in two weeks, every cent comes back. The risk is ours.

Pricing

Two plans. No setup fee. Cancel anytime.

300+ agents run their book on Onyx. Every plan starts with done-for-you onboarding.

MonthlyAnnual

Core

$99/month

Every Stack, every workflow. You work the thread yourself.

  • All 7 Onyx Stacks
  • Pre-built text campaigns
  • Unified inbox
  • Basic automations
  • Done-for-you onboarding
  • Slack channel support
Wake up booked

Prime

$149/month

AI appointment booking. The “wake up booked” plan.

  • Everything in Core
  • AI appointment booking
  • Database reactivation
  • Annual review automation
  • Advanced AI features
  • Priority support
  • Custom workflows

14-day money-back guarantee. Done-for-you onboarding on every plan. No setup fee, no long-term contracts. Cancel anytime.

Objections

You’re thinking it. Fair.

“This’ll be a nightmare to set up.”

Sarah K. did one 30-minute call and was live in 48 hours. Onboarding is done for you, by a human, on every plan. You don’t configure anything yourself.

“I send them the onboarding link with Onyx and I don’t hear about it, it’s all seamless… they’re ready to go.” (Richie C., who onboards every new agent in his 40+ downline through Onyx)

“I’m already paying for GoHighLevel / another platform.”

You’re not duplicating, you’re cashing in the build. 441+ insurance workflows arrive pre-built and battle-tested. The thing you’d spend a year configuring is done on day one.

“When you look at a CRM, they all kind of seem the same surface level… It’s the nuts and the bolts, the things you had built that we didn’t have on the other CRM.” (Christine F.)

“What if support sucks like the last one?”

Real humans who know insurance, online when you’re selling. And because we’re an Australia-based team, your late evening is our working day.

“I remember reaching out at eight, nine o’clock at night… I didn’t have to take away any time out of my day.” (Thomas D.)

“I’m not technical.”

You don’t have to be. A human builds your account, the 441+ workflows arrive pre-built, and the AI runs out of the box. Sheila L. calls herself “not a techie person” and has run her whole book on Onyx from the start.

“You don’t have to be special to use something someone else built.” (Jason F.)

“I’ve tried a CRM before. It didn’t stick.”

So had Jason. He wanted to keep his spreadsheet and use Onyx for text blasts. Now he runs everything inside it and made President’s Club his first full writing year. Fourteen days is enough to know.

“I was you… I’m stubborn. I’m the kind of person where it has to be my idea and I have to do it.” (Jason F., before he switched)

No pressure

Not ready to book a full demo?

Leave your number and Onyx will text you a time that works, in about 5 seconds. It is the fastest way to feel exactly what your leads feel the moment they reach out. No commitment, and you can reply STOP anytime.

Your leads are coming in tonight.

The only question is whether anyone texts them back.

  • 300+ agents
  • $10M+ in premiums driven
  • Live in 48 hours
  • 14-day money-back

“Just try it out. Implement it for a week or two… I almost guarantee that people won’t hate it, man. You’re gonna swap.”

Jason F., to agents on the fence
Lachie McLeish, founder of Onyx
“Try it for 14 days. If you’re not booking more appointments, I’ll refund every cent. The risk is mine, not yours.”
Lachie McLeish, founder