Health Insurance CRM
The CRM Built for Health Insurance Agents
Open enrollment, renewals, plan comparisons. Onyx automates the chaos of health insurance sales so you never miss an enrollment or lose a client to a missed renewal.
THE CHALLENGE
Why Health Insurance Agents Struggle
These are the problems we hear from agents every day. Sound familiar?
Open Enrollment Overwhelms Your Pipeline
Open enrollment brings a flood of leads in a compressed window. Without automation, agents cannot respond fast enough to capture every opportunity, and leads go to whoever responds first.
Renewals Slip Through the Cracks
Clients expect to hear from their agent before their policy renews. Missing a renewal window means losing a client to another agent or letting their coverage lapse. Manual tracking of hundreds of renewal dates is unsustainable.
Plan Comparison Questions Take Hours
Prospects want to understand the differences between plans, networks, deductibles, and premiums. Explaining these options repeatedly consumes time that should be spent closing.
Year-Round Leads Get Forgotten
Special Enrollment Period (SEP) leads and off-season inquiries often get neglected when agents are focused on open enrollment preparation. These are motivated buyers who need immediate attention.
THE SOLUTION
The Health Insurance Stack
Designed for the enrollment-driven, renewal-heavy world of health insurance. Automated sequences for open enrollment, renewal tracking, and AI that handles plan comparison questions.
Open Enrollment Sequences
Automated outreach sequences designed for open enrollment periods. High-frequency follow-up, plan education, and deadline urgency messaging help you convert more during the enrollment window.
60/30/15 Day Renewal Alerts
Onyx automatically alerts you and contacts clients at 60, 30, and 15 days before their renewal date. No more missed renewals, no more lost clients.
Plan Comparison Follow-Ups
After initial conversations, the AI sends tailored follow-up messages that help prospects compare plans and understand their options. Prospects come to appointments already informed.
AI Appointment Booking
Whether it is open enrollment or a special enrollment period, the AI books prospects onto your calendar as soon as they are ready. Capture every opportunity without manual scheduling.
SEP Lead Management
Special Enrollment Period leads get their own dedicated sequences with immediate response and qualifying questions. These motivated buyers receive the fast attention they deserve.
Client Retention Automation
Keep existing clients engaged year-round with health tips, coverage reminders, and proactive outreach. Turn one-year policies into long-term relationships.
GET STARTED
Live in 48 Hours
Getting set up on Onyx is fast and hands-on. No DIY, no guessing.
Book Your Demo
Schedule a personalized demo to see Onyx in action for your specific vertical.
1-on-1 Onboarding Call
We set up your account together: calendar, phone, integrations, and your Stack.
Start Booking Appointments
Your AI starts engaging leads and booking appointments within 48 hours.
FAQ
Health Insurance Questions
Common questions from agents in your vertical.
Ready to Grow Your Health Insurance Business?
Book a personalized demo and see how the Health Insurance Stack can automate your follow-ups, book more appointments, and help you close more deals.
Starting at $99/month. 14-day money-back guarantee.