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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 InsuredMine?

Insurance agents can enhance the long-term value of their clients by utilizing digital tools such as insurance wallets, chatbots, and an interactive agent portal to boost policy sales and improve customer retention. These digital features are comprised of several components: 1. MOBILE APP - This includes a Policy Wallet, Push Notifications, Reminders, Agent Information, Insurance Cards, an Accident Checklist, a Home Risk Assessment tool, and a Customer Profile Builder. 2. AGENT PORTAL - This platform offers an Analytics Dashboard, a Renewal Tracker, a Deal Board, Email Integrations, Customer Chat capabilities, and Comprehensive Reports. 3. CHATBOT - This feature facilitates Agent Connection and provides AI-Driven Quotes, further streamlining the customer experience and improving service efficiency. Ultimately, the integration of these digital solutions can significantly enhance the effectiveness of insurance agents in managing their client relationships.

Media

Media

Integrations Supported

Integrations Supported

Go Integrator Cara
Nexsure Insurance Platform
Nylas
RingCentral Automatic Call Recording
Sonant
Twilio

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$69per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour 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

InsuredMine

Date Founded

2017

Company Location

United States

Company Website

www.insuredmine.com

Categories and Features

Insurance CRM

Not specified

Sales Dialers

Not specified

Categories and Features

AI Insurance

Not specified

Commercial Insurance

Broker / Agent Portal
Customer Portal
Document Management
Policy Management

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance Agency Management

Claims Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Analytics

Not specified

Insurance CRM

Not specified

Insurance Policy

Cancellation Tracking
Claims Tracking
Quotes / Estimates
Renewal Management

Insurance Underwriting and Rating

Broker / Agent Portal
Customer Portal
For Casualty Insurance
For Life Insurance
For Personal Insurance
Multi-State

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Marketing Automation
Policy Management
Quote Management

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