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What is Onyx Platform?

The Onyx Platform is a robust CRM and dialer specifically designed for sales teams that rely heavily on phone communication within regulated industries such as insurance and financial services, aiming to boost both operational productivity and customer engagement. By bringing together a multitude of features—like CRM capabilities, telephony solutions, smart lead routing, call recording with Do Not Contact (DNC) integration, compliance management tools, and real-time analytics—into a single web-based interface, it allows agents and managers to effortlessly track lead progress, customer information, policy details, and future actions without needing to toggle between different software applications. The platform provides an all-encompassing view of customer profiles, which includes every interaction, policy, and note, while also offering customizable tracking for various dispositions and tailored views for agents, managers, and administrators based on their role. With security as a fundamental aspect, Onyx incorporates audit trails and activity logs throughout its features, helping teams ensure compliance while meeting the stringent security requirements of their respective industries to protect sensitive data. Moreover, its lead management system features intelligent routing and licensing logic, among other tools, which further enhances the efficiency of the sales process. Consequently, the Onyx Platform not only simplifies sales workflows but also strengthens compliance and data security, establishing itself as an essential resource for teams operating in tightly regulated environments, ultimately contributing to their success in a competitive landscape.

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

Integrations Supported

AgentMethods
Ease
Employee Navigator
Five9
Intulse
ReviewInc
Xinix
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Onyx Platform

Date Founded

2025

Company Location

United States

Company Website

www.onyxplatform.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and Features

Insurance CRM

Not specified

Sales Dialers

Not specified

Categories and Features

Commission

Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Task Management

Health Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Document Management
Life & Health
Policy Management

Insurance CRM

Not specified

Insurance Policy

Claims Tracking
Policy Processing
Renewal Management

Life Insurance

Not specified

Quoting

Automated Quoting
Catalog Management
Forms Creation
Product Configurator
Proposal Management

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