Onsidian Help

Welcome

Help center for the Onsidian platform

Onsidian is the backbone of modern life insurance sales agencies. The platform is built around four pillars:

  • Sales — end-to-end lead management, guided presentations, and activity tracking to close deals
  • Recruiting — attract and track candidates through a customizable hiring pipeline
  • Licensing — guide new hires through the licensing process
  • Training — structured modules, observation tracking, and performance logging to get agents ready to sell