About Onyx CRM

Onyx CRM is a purpose-built CRM for U.S. life and health insurance agents. Founded by Lachie McLeish, Onyx automates lead nurturing, appointment booking, and client follow-up — so agents spend less time on admin and more time closing.

What Makes Onyx Different

Unlike general-purpose CRMs, Onyx is designed around the insurance sales workflow. Every feature — from AI-powered text and voice agents to automated speed-to-lead sequences — is built for how insurance agents actually work.

The 7 Stacks

Onyx offers specialized automation pipelines for seven insurance verticals:

• Mortgage Protection — Lead capture and nurture for mortgage life insurance
• Final Expense — Automated follow-up sequences for final expense leads
• IULs (Indexed Universal Life) — Compliance-aware nurture and booking
• Annuities — Long-cycle lead warming with appointment automation
• Life Insurance — Full pipeline management from lead to policy
• Medicare — AEP/OEP-ready workflows with seasonal scaling
• Health Insurance — Prospect-to-policy automation for health agents

Pricing

Onyx offers three plans:

• Core — $99/mo. CRM essentials with one Stack.
• Prime — $149/mo. All 7 Stacks with AI text agents.
• Elite AI — $499/mo. Full AI suite with voice agents, priority support, and custom automation.

See full pricing at onyx-crm.com/pricing.

About the Founder

Lachie McLeish built Onyx CRM after seeing firsthand how insurance agents lose deals to slow follow-up and manual workflows. With a background in AI and automation, Lachie designed Onyx to give independent agents and small agencies the same technology advantages as large carriers.

Contact

Website: onyx-crm.com