Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Onyx Platform serves as a comprehensive CRM and dialer tailored for phone-centric sales teams operating in regulated fields like insurance and financial services, with the aim of enhancing operational efficiency and customer interaction. This platform integrates various functionalities such as CRM, telephony, intelligent lead routing, call recording with Do Not Contact (DNC) integration, compliance tools, and real-time analytics into a unified web-based interface, enabling both agents and managers to monitor lead advancement, customer histories, policy information, and upcoming actions without the hassle of switching between different applications. It presents consolidated customer profiles that encompass every policy, interaction, and note within a single view, and features customizable disposition tracking alongside role-specific perspectives for agents, managers, and administrators. Security is deeply embedded in Onyx, incorporating audit trails and activity logging across all functionalities, which assists teams in maintaining compliance effortlessly while adhering to industry-specific security standards to safeguard sensitive information. Additionally, its lead management features incorporate intelligent routing and licensing logic, among other capabilities, to optimize the sales process further. Overall, Onyx Platform not only streamlines sales operations but also fortifies compliance and data security, making it a vital tool for teams in regulated sectors.
Description
Sentry is an advanced management platform designed to streamline the process of managing insurance policies for contemporary insurance professionals. It serves as a vital partner for agents aspiring to demonstrate leadership and professionalism, emphasizing both security and innovation. This policy administration system is crafted to elevate the abilities of today's insurance agents, propelling them toward success. It equips you with a range of tools that enable the delivery of exceptional service, helping you maintain organization, conserve time, enhance client communication, and so much more. With Sentry, agents can confidently navigate the complexities of the insurance industry and focus on building lasting relationships with their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Onyx Platform
Founded
2025
Country
United States
Website
www.onyxplatform.com
Vendor Details
Company Name
Sentry Insurance
Founded
2017
Country
United States
Website
sentryims.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes