Benelinx Q&A

The employee benefits industry is poised for big change. The far-reaching impacts of COVID-19 are shifting how we do business on a mass scale and the digital transformation isn’t just looming in the not-so-distant future – it’s here, now. With brokers working remotely, clients looking for guidance, and open enrollment on the horizon, how can you keep up?

Enter Benelinx, an end-to-end agency management platform that dramatically boosts productivity and helps you keep (and win) business. We offer a better way of agency management that eliminates inefficiencies, time-consuming admin tasks, and manual data entry.

Why bother? By streamlining your workflow and taking the burden off your hardworking brokers, you’ll free up their time for the work that matters, like strategy, client service, and new business development. Are you ready for a better way?

Quote – Proposal – Sold: The Current Way vs. The Benelinx Way

What is Benelinx?

Built specifically to meet broker needs, Benelinx eliminates outdated legacy systems and manual data entry. We consolidate data and workflow into a centralized, secure platform to help you thrive in an increasingly digital world. You can expect:

  • Increased client retention
  • Stronger relationships with carriers
  • More time for strategic work
  • Added cross-sell opportunities
  • Happier, more productive employees
  • Greater client trust

How is Benelinx different?

Unlike other agency management systems, Benelinx offers a complete solution – everything you need to streamline workflow and operations in one user-friendly platform. Key features include:

  • Workflow Automation – Exponentially increase your productivity by eliminating duplication, redundant processes, and manual data entry.
  • Systems Integration – End-to-end integration in a single platform. Provides access to real-time data as its added to the system. Enables management of team workflow and client services needs by stage, account executive and client.
  • Executive Dashboard – Create multiple dashboards to visually illustrate data in real-time, manage team workflow and client service needs, and generate actionable insights.
  • Census Upload – Import census data, including employee, dependent and election info, with a single upload. Data is stored in centralized employee database for easy access and editing.
  • Quoting Engine – Quickly access carrier quotes and plan information, as well as employer and census data. Easily create comprehensive proposals with informed market recommendations based on existing policies or new employer needs and requirements.
  • Client Community Portal – Provide clients with 24/7 access to agency contacts and key information, streamlining client account management.
  • Commission Management – Mass upload carrier commission reports to swiftly remedy missing or incorrect payments.
  • Custom Branded Documents – Customize branding and layout of all client-facing documents for turnkey generation of proposals, quotes, and benefit summaries

Don’t trust us – try it for yourself

To request a free demo, complete the form below. We’ll be in touch shortly. We also offer a 60-day free trial, so you can experience firsthand how Benelinx will transform your business.