Onyx CRM

5.6easy start · #25 of 27
in Insurance CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $99/mo.

Onyx CRM is ranked #25 of 27 in insurance CRM software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at $99/mo.

Onyx CRM plans and pricing

All plans

Core $99/mo $99/month All 7 Onyx Stacks · Pre-Built Text Campaigns · Unified Inbox · Basic Automations · Slack Channel Support · Done-For-You Onboarding onyx-crm.com · 4 Oct 2026

Prime $149/mo $149/month Everything in Core · AI Appointment Booking · Advanced AI Features · Database Reactivation · Annual Review Automation · Priority Support · Custom Workflows onyx-crm.com · 4 Oct 2026

Elite AI $499/mo $499/month + $1499 setup Everything in Prime · All 7 Onyx Stacks · Inbound Voice AI Receptionist · AI Appointment Booking via Phone · Custom-Built Sales Simulation Tool · Dedicated Account Manager · Custom Integrations onyx-crm.com · 4 Oct 2026

Compared on insurance CRM software

Free plan: No
Sales pipelines: Yes
Renewal tracking: Yes
Email automation: Yes

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The record

Product: Onyx describes itself as an AI-powered CRM built specifically for insurance agents.
Follow-up and booking: The product says it contacts leads immediately by text, email, or call, qualifies them with AI, and can book appointments automatically.
Unified inbox: Its unified inbox brings emails, texts, calls, and voicemails together.
Insurance workflows: Onyx offers seven pre-built Stacks for Mortgage Protection, Final Expense, Life, Medicare, Health, IUL, and Annuity insurance.
Integrations: The homepage names Google Calendar, Outlook, Twilio, Zapier, and Slack, and says it supports 50+ more integrations.
Setup: Onyx says it provides done-for-you onboarding and that most agents go live within 48 hours.
Who it is for: The company says its mission is to give independent insurance agents AI-powered tools without the complexity or price tag of tools for big agencies.
Support: The Core plan includes Slack Channel Support, Prime includes Priority Support, and Elite AI includes a Dedicated Account Manager.
Refund policy: Onyx advertises a 14-day money-back guarantee and says there are no long-term contracts.
Privacy: The privacy policy says Onyx does not sell personal information and will not sell customer data or use it for its own marketing.
Security: The privacy policy lists TLS/SSL encryption in transit, AES-256 encryption at rest, security assessments and penetration testing, intrusion monitoring, firewalls, and access controls.
Data location: The privacy policy says primary servers are in the United States and information from users outside the US is transferred to and processed there.
Company: The privacy policy identifies the company as Quantum Automation Pty Ltd and lists a mailing address in Port Melbourne, Victoria, Australia.
Founder: The homepage names Lachie McLeish as founder and says he began building after ChatGPT launched in 2023; it does not state the company's founding year.
Price from: $99/mo

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#25 of 27

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Sources

onyx-crm.com· checked 4 Oct 2026
onyx-crm.com/privacy-policy· checked 4 Oct 2026