one seamlessly integrated software solution for employee benefits insurance powered by Salesforce

Benelinx can automate your agency. Manage the full employee benefits insurance sales/renewal lifecycle within one ecosystem on the Salesforce platform.

Video about Benelinx Insurance Agency Software
Benelinx Insurance Agency Software Employee Benefits

Power and Efficiency—Brilliantly Bundled

We’ve taken the tools you use most for your day-to-day processes as well as the administrative activities involved with the overall operation of your agency and combined them into our all-in-one, robust software.

Get accurate quotes for medical, dental, vision, life and disability plans from all the major carriers to generate proposals in a fraction of the time it takes using multiple, separate systems.

Delivered through the industry-leading CRM for business applications, you get all the security, stability, innovation and technology that come with being Powered By Salesforce.

  • bullet1 Best-In-Class CRM
  • bullet1 Census Upload and Management
  • bullet1 Real-Time Quoting Engine
  • bullet1 Customizable, Branded Document Generation
  • bullet1 Commission Tracking
  • bullet1 Self-Service Client Portal

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

Rachel Zeman founder of Benelinx Insurance Agency Software

Rachel Zeman

Benelinx Founder and CEO
“I knew what we were doing wasn’t working and that there had to be a better way, so I started getting really good at configuring Salesforce.”

Before selling her boutique Employee Benefits agency to Hub International and connecting with her current development team six years ago, Rachel started by making customizations to Salesforce in order to automate and streamline daily workflows being performed in extremely repetitive and inefficient ways.

And thus began Benelinx.

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