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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 Live 360?

Live 360 is a cutting-edge CRM platform, enhanced with AI capabilities, specifically designed for insurance agents and independent agencies to streamline the ACA health insurance quoting and enrollment experience. By harnessing real-time data from the Healthcare.gov API, this solution automates quote generation, enabling agents to provide instant plan comparisons and customized recommendations to their clients. Furthermore, Live 360 incorporates integrated electronic signature options, manages multi-channel marketing campaigns, includes WhatsApp integration, and supports comprehensive client management all within a unified dashboard. Important features include real-time analytics, regulatory compliance in operations, and workflows designed to secure consumer consent effectively. Agencies leveraging Live 360 can not only grow their ACA business but also ensure a professional, transparent, and engaging experience for their clients. This innovative approach significantly boosts operational efficiency while nurturing stronger client relationships through a focus on personalized service and attention. Ultimately, Live 360 represents a transformative tool for agencies aiming to excel in a competitive market.

Media

Media

Integrations Supported

Facebook
Twilio Messaging
Twilio Voice
WhatsApp

Integrations Supported

Facebook
Twilio Messaging
Twilio Voice
WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$39.99
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

360 Technologies USA LLC

Date Founded

2018

Company Location

United States

Company Website

360techusa.com

Categories and Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

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