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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Live 360 is an innovative CRM solution enhanced by AI, tailored for insurance agents and independent agencies to simplify the ACA health insurance quoting and enrollment process. By leveraging real-time data from the Healthcare.gov API, the platform automates the generation of quotes, allowing agents to deliver immediate plan comparisons and tailored recommendations to their clients. Additionally, Live 360 offers integrated electronic signature features, manages multi-channel campaigns, includes WhatsApp integration, and provides comprehensive client management through a single dashboard. Key functionalities comprise real-time analytics, operations that comply with regulations, and workflows for obtaining consumer consent. By utilizing Live 360, agencies can effectively expand their ACA business while ensuring a professional and transparent experience for their clients. This approach not only enhances operational efficiency but also fosters stronger client relationships through personalized service.

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

Facebook
Twilio Messaging
Twilio Voice
WhatsApp

Integrations

Facebook
Twilio Messaging
Twilio Voice
WhatsApp

Pricing Details

$39.99
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

360 Technologies USA LLC

Founded

2018

Country

United States

Website

360techusa.com

Vendor Details

Company Name

Onyx Platform

Founded

2025

Country

United States

Website

www.onyxplatform.com

Product Features

Product Features

Insurance Agency Management

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

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