Agency Management Software For Employee Benefits Insurance

Benelinx is a fully integrated solution that provides advanced technology for today’s most innovative insurance agencies. Combine strategy and performance to accelerate growth and outmaneuver your competition.

Digitized Workflows

We offer a better way to manage your internal workflows that eliminates inefficiencies, time-consuming admin tasks and manual entry. Transform your renewal process and customer responses with Benelinx.

“Our partnership with Benelinx has been fantastic. The team is excited to have a customized agency management system built specifically for employee benefits. The ability to access and visualize our data is, to my knowledge, unmatched in the industry allowing us to increase productivity and deliver enhanced service to our clients.”

— John Eichmann, Managing Partner, Virtus Employee Benefits

Why Benelinx

Built specifically to meet broker needs, Benelinx consolidates data and workflow into an intuitive platform to help you thrive in today’s digital world.

Maximize productivity

Eliminate duplication, redundant processes and error-prone manual data entry. Streamline your workflow to be exponentially more efficient and unlock your agency’s full potential.

Quote to proposal to sold in minutes, not hours

Navigate the sales cycle with our Integrated Quoting Engine and customizable Market Plan Library. Fully integrated with our custom document generator, so you can be ready to present in a snap.

Deliver custom, professional proposals, fast

Generate proposals, quotes and benefits booklets at the click of a button. Easily add your branding and custom layout for A+ documents that will wow your clients.

Empower your clients

Provide clients with a seamless experience. Client community portal provides instant access to market proposals, in-force policies, contracts, and services, and time-saving tools including census upload and quote reruns.

Remote work made simple

End-to-end integration in a single platform. Access data as its added to the system to easily manage team workflow and client services needs by stage, account executive and client.

Access data-driven insights

Create multiple dashboards to visually illustrate data in real time. Generate actionable insights and enhance your strategic recommendations to position your team as trusted advisors, not just brokers.

Ready For More?

Reach out to our team to schedule a 1-on-1 demo today.

In The News

Leadership

Conceptualized, prototyped and battled-tested in the trenches over the past 20 years by a seasoned broker and agency owner. Learn More

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