Life Insurance CRM
The CRM Built for Life Insurance Agents
Manage long sales cycles, educate prospects automatically, and never miss a life event trigger. Onyx handles the journey from lead to policy placement.
THE CHALLENGE
Why Life Insurance Agents Struggle
These are the problems we hear from agents every day. Sound familiar?
Long Sales Cycles With No Visibility
Life insurance sales can take weeks or months. Without a system that tracks where every prospect is in the journey - from needs analysis through underwriting - agents lose deals to disorganization.
Term vs. Whole Life Education Is Manual
Prospects need to understand the difference between term and whole life, but explaining this repeatedly eats into selling time. Most CRMs do not handle product-education follow-ups automatically.
Life Events Are Missed Opportunities
Marriage, new baby, home purchase, retirement - these life events create insurance needs. Without automated triggers, agents miss the chance to reach out when prospects are most motivated to buy.
Underwriting Status Tracking Is Chaotic
Once a prospect applies, tracking underwriting status, medical exams, and documentation across multiple carriers becomes a juggling act. Details get lost and deals stall.
THE SOLUTION
The Life Insurance Stack
Purpose-built for the education-heavy, long-cycle nature of life insurance sales. AI that explains products, tracking that keeps you organized, and triggers that catch opportunities.
Term vs. Whole Life AI
Onyx AI educates prospects on the differences between term and whole life insurance through natural conversations. It answers common questions, addresses misconceptions, and helps prospects understand which option might fit their needs.
Underwriting Status Tracking
Track every application through the underwriting process. Know exactly which stage each prospect is at, what documentation is needed, and when to follow up with the carrier or the client.
Life Event Triggers
Set up automated outreach tied to life events: marriage, new child, home purchase, retirement milestones. Reach prospects at the exact moment they are thinking about their insurance needs.
Needs Analysis Follow-Up
After an initial conversation, Onyx continues the education process with tailored follow-up sequences that help prospects move from awareness to decision at their own pace.
AI Appointment Booking
When a prospect is ready for a deeper conversation, the AI books them directly onto your calendar. No manual scheduling, no missed opportunities.
Policy Lifecycle Management
From initial lead to policy placement and beyond. Track renewals, annual reviews, and coverage updates. Turn one-time clients into lifetime relationships.
SUCCESS STORY
Real Results from a Real Agent
Jason F.
Life Insurance Agent
“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.”
President's Club
Achieved in First Full Year
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
Life Insurance Questions
Common questions from agents in your vertical.
Ready to Grow Your Life Insurance Business?
Book a personalized demo and see how the Life 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.