i-linked

i-linked.net is a partnering platform designed to facilitate collaboration on deals, according to the vendor. This solution is targeted at agents, brokers, PEOs (Professional Employer Organizations), MGAs (Managing General Agents), and carriers across various industries. It offers a range of features and functionalities that aim to streamline customer relationship management, quoting, commission management, adoption, security, and support.

Key Features

CRM: According to the vendor, i-linked.net provides a comprehensive CRM solution for managing customer relationships. It claims to help track and manage sales activities, support interactions, and order fulfillment, enabling users to stay organized and on top of every deal.

Quoting: The vendor states that i-linked.net allows users to choose a program, adjust numbers, and generate custom quotes in seconds. It offers program templates and customization options for taxes, fees, commissions, and margins, aiming to provide a quick and efficient way to generate accurate and tailored quotes for customers.

Commissions: The vendor claims that i-linked.net simplifies the process of entering and importing commissions. It offers tools for verifying, balancing, and auditing commissions, and generates automated commission reports. Additionally, it provides online access for producers, aiming to make commission management hassle-free.

Adoption: According to the vendor, i-linked.net provides a user-friendly interface and intuitive navigation, aiming to minimize training time. It claims to help streamline the onboarding process and accelerate team productivity.

Security: The vendor states that i-linked.net ensures secure access on multiple devices through SSL encryption and encrypted data. It utilizes Amazon Web Services infrastructure for scaling and provides database backups every 5 minutes across multiple zones.

Support: According to the vendor, i-linked.net offers systems administrator and tech team support. Users can access various support options to receive prompt assistance and solutions from industry experts who understand their processes and needs.