Join us · AI-powered · Human-centric
The agency built around people.
At Onyx Financial, AI handles the busywork and a real team helps you grow. Use AI-assisted calling and quoting, CRM and pipeline tools, digital applications, application-status updates and commission tracking, with people behind you as you build your business.
What you see on every case
- Quote sent16 carriers compared in one pass
- Application e-signedFinished from their phone
- Submitted to the carrierPaperwork attached for you
- In underwritingFollow-up running on its own
- Approved and paidCommission posts to your dashboard
AI makes you faster. People make you better.
Modern tools take busywork off your plate. A real team helps you turn that time into stronger client relationships and a business you can build with confidence.
What the software handles
Calling and quoting with AI in the loop, so you compare carriers in one pass instead of six logins, and the summary of the call is waiting for you afterwards.
Clients, pipeline, applications, status and commissions all sit in one place, so nothing waits in a spreadsheet for someone to remember it.
What the people handle
A team that has written these cases before, on hand when underwriting gets complicated or a client asks you something nobody has asked yet.
Room to get better — at the products, at the conversations, and at running a business that is genuinely yours.
One place for every part of your business.
From the first conversation to the application and the commission, connected tools keep the work moving and the client relationship in view. Less time on admin, more time with the people who count on you.
AI-assisted calls
Built-in calling, recording and summaries, so the context is there when you pick the conversation back up.
AI-assisted quoting
Compare options across carriers in one pass, with the tradeoffs laid out side by side.
CRM and pipeline
Clients, opportunities and next steps in one place instead of scattered across spreadsheets.
Digital applications
Clients complete and e-sign the application from wherever they are.
Application updates
Watch status change as it happens, with follow-up that runs on its own.
Commission tracking
A clear view of what is pending and what has been paid.
Build a practice that moves forward.
Every agent's path is different. Start with the right tools, keep the people you serve at the center, and grow your business one relationship at a time.
Set your foundation
Get familiar with the platform, organize client details, and see how work moves from first conversation to application.
Build your rhythm
Use calls, quotes and pipeline tools to keep client conversations and next steps in view.
Grow with intention
Follow applications and commissions as you learn what works for your business and the families you serve.
Progress and earnings depend on each agent's licensing, activity and business results.
Bring your ambition. We'll bring the tools and the people.
Tell us about yourself and we'll set up a time to meet the people behind Onyx Financial.
Already licensed
We'll talk contracting, carrier appointments, and where your book can go from here.
Not licensed yet
We'll walk you through what your state exam involves and roughly how long people take to get through it.