Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CRMDAY One serves as a comprehensive cloud-based CRM and insurance operations platform designed specifically for independent agents, agencies, and FMOs. This innovative tool consolidates client and household information, sales pipelines, policy details, task management, communication history, and renewal processes into a single, streamlined workspace. Users have the ability to import HealthSherpa export files, check for updates, and address any conflicts, while integrated ACA quoting enables clients to compare plans from Healthcare.gov. The platform is equipped to handle Open Enrollment campaigns, automate workflows, generate reports, manage agency networks, and oversee commission structures. Additionally, its shared inbox integrates a variety of communication channels including email, SMS, WhatsApp, voice, and Instagram, with functionality varying based on specific configurations and third-party integrations. To further enhance efficiency, Aria AI supports insurance workflows, and an optional ChatGPT plugin allows authorized users to interact with CRM records and tasks seamlessly. Specifically designed for U.S. insurance professionals, CRMDAY One caters to those working with health, ACA, Medicare, and life insurance clients, ensuring they have the tools necessary to succeed in a competitive market. This multifaceted platform ultimately aims to elevate the operational capabilities of insurance agents and agencies alike.
Description
Onyx Platform serves as a comprehensive CRM and dialer tailored for phone-centric sales teams operating in regulated fields like insurance and financial services, with the aim of enhancing operational efficiency and customer interaction. This platform integrates various functionalities such as CRM, telephony, intelligent lead routing, call recording with Do Not Contact (DNC) integration, compliance tools, and real-time analytics into a unified web-based interface, enabling both agents and managers to monitor lead advancement, customer histories, policy information, and upcoming actions without the hassle of switching between different applications. It presents consolidated customer profiles that encompass every policy, interaction, and note within a single view, and features customizable disposition tracking alongside role-specific perspectives for agents, managers, and administrators. Security is deeply embedded in Onyx, incorporating audit trails and activity logging across all functionalities, which assists teams in maintaining compliance effortlessly while adhering to industry-specific security standards to safeguard sensitive information. Additionally, its lead management features incorporate intelligent routing and licensing logic, among other capabilities, to optimize the sales process further. Overall, Onyx Platform not only streamlines sales operations but also fortifies compliance and data security, making it a vital tool for teams in regulated sectors.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ChatGPT
Yes
Facebook
Yes
Gmail
Yes
HealthSherpa
Yes
Instagram
Yes
WhatsApp
Yes
Integrations
ChatGPT
No
Facebook
No
Gmail
No
HealthSherpa
No
Instagram
No
WhatsApp
No
Pricing Details
$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CRMDAY
Founded
2019
Country
United States
Website
crmday.net/one
Vendor Details
Company Name
Onyx Platform
Founded
2025
Country
United States
Website
www.onyxplatform.com
Product Features
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No