Articles and insights about for insurance agents.
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 need CRM workflows built around a 60-second speed-to-lead window, not generic sales pipelines. Onyx CRM ships 441+ pre-built AI-enabled automation workflows...
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...
TL;DR: Independent insurance agents lose deals every day to slow follow-up and poor lead visibility. A purpose-built lead tracking CRM gives you a real-time view...
TL;DR: Mortgage protection lead reactivation is the process of re-engaging cold or unresponsive prospects who previously showed interest but never converted. Automated workflows let you...