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Benelinx -  Agency Management System

Benelinx - Agency Management System

Overview

What is Benelinx - Agency Management System?

Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations, sales & renewals, and client services within a secure, cloud-based platform. Built for today’s…

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Pricing

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What is Benelinx - Agency Management System?

Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations, sales & renewals, and client services within a secure, cloud-based platform. Built for today’s…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Benelinx - Agency Management System?

Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations, sales & renewals, and client services within a secure, cloud-based platform. Built for today’s digital world, Benelinx aims to improve productivity and provides access to accurate, real-time data. Benelinx is powered by Salesforce.

The vendor states that with Benelinx, users can:

  • Go from quote to proposal in minutes
  • Deliver custom, professional proposals
  • Empower clients with self-service tools
  • Simplify remote work
  • Visualize data for actionable insights

Benelinx - Agency Management System Features

  • Supported: Custom Reports and Dashboards
  • Supported: Outlook and Gmail Email and Calendar Integrations
  • Supported: Standard Salesforce Objects
  • Supported: Activity Tracking with Events and Tasks Management
  • Supported: Mobile Functionality
  • Supported: Privacy and Security Controls
  • Supported: Census Import Wizard
  • Supported: Fully Loaded Plan Library
  • Supported: Commissions Module
  • Supported: Built-In Quoting Engine
  • Supported: Quote to Proposal in 3 Clicks
  • Supported: Auto Generated Benefits Booklets
  • Supported: Comprehensive Market Analysis
  • Supported: Member and Policy Level Plans
  • Supported: Add On: Self-Service Client Community

Benelinx - Agency Management System Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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