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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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech 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 Competitors
Benelinx - Agency Management System Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |