Tips, strategies, and insights to help insurance agents book more appointments and grow faster.
TL;DR: Most insurance agents stop following up after 3–5 touches. Buyers typically need 8–12 before they respond. Insurance lead nurture automation closes that gap with...
Read Article →TL;DR: Connecting a lead vendor to your CRM is the easy part. The real problem is what happens after the lead lands. Onyx CRM fires...
TL;DR: Most agents who struggle with selling life insurance have a systems problem, not a skills problem. The agents consistently outselling you respond to leads...
TL;DR: Mortgage protection agents lose most deals to slow follow-up and inconsistent outreach — not to bad leads. Onyx CRM’s Mortgage Protection Stack includes purpose-built...
TL;DR: Most agents lose life insurance leads not because they chose the wrong channel, but because their follow-up is too slow. This guide covers five...
TL;DR: Whole life and term aren’t competitors — they’re tools for different client needs. Term covers short-term income replacement; whole life builds long-term wealth and...
TL;DR: Final expense underwriting varies significantly by carrier — each one has carved out a niche based on health conditions, age bands, and risk appetite....
TL;DR: Automated task creation in a CRM uses tag-based triggers to generate follow-up tasks, reminders, and assignments without any manual entry. For insurance agents, this...
TL;DR: Lead import in Onyx CRM takes 15 minutes if your data is clean. Export your leads as CSV, map the columns to Onyx fields,...
TL;DR: Independent insurance agents risk exposing personal phone numbers when CRM systems aren’t configured correctly. Proper agent privacy CRM settings route all client communications through...