Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Business Assistant

Founded

2007

Country

United States

Website

www.LTSPro.com

Vendor Details

Company Name

Onyx Platform

Founded

2025

Country

United States

Website

www.onyxplatform.com

Product Features

Insurance Agency

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

Product Features

Insurance Agency

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

Alternatives

Alternatives

BlueOnyx Reviews

BlueOnyx

BlueOnyx Shop