Onyx CRM review
Insurance CRM with automated follow-up, policy tracking, and AI appointment booking.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Onyx CRM is designed for independent insurance agents and agencies that want one system for lead follow-up, communications, appointments, and book-of-business organization. Its insurance-specific workflows cover mortgage protection, final expense, Medicare, life, health, IUL, and annuity insurance. Core capabilities include policy, renewal, and annual-review tracking, underwriting status tracking, database reactivation, and instant speed-to-lead through text, email, or calls. The product is a strong fit for teams prioritizing automated outreach rather than a simple contact database.
Pricing is structured across three paid plans. Core costs $99 per month or $999 per year and includes all 7 Onyx Stacks, pre-built text campaigns, a unified inbox, basic automations, Slack channel support, and done-for-you onboarding. Prime costs $149 per month or $1,499 per year, adding AI appointment booking, advanced AI features, database reactivation, annual review automation, and priority support. Elite AI costs $499 per month and adds an inbound voice AI receptionist, phone-based AI appointment booking, a custom-built sales simulation tool, and a dedicated account manager. The plan structure makes the main upgrade path clear: more advanced AI, reactivation, phone automation, and higher-touch support.
Onyx also connects with Google Calendar, Outlook, Twilio, Zapier, and Slack, supporting calendar coordination, communications, workflow connections, and team support. Its unified inbox brings email, text, calls, and voicemail together, while automated sequences and AI booking focus the product on response speed and appointment conversion. The trade-off is a web-only experience without a policyholder portal, so organizations seeking broader policyholder self-service or multiple platform options may need an alternative. Choose Onyx for insurance teams that want vertical workflows, follow-up automation, and AI-assisted scheduling; look elsewhere if a policyholder-facing portal is essential.
Onyx CRM pros and cons
- Where it wins
- Insurance-specific stacks with policy and renewal tracking
- Unified inbox for email, text, calls, and voicemail
- AI appointment booking and automated follow-up sequences
- Where it doesn't
- Web-only platform
- No policyholder portal
- No free plan
Onyx CRM fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update