Group Benefits Insurance Agency Software To Make You 10x More Efficient
Say goodbye to separate systems, manual data entry, paper files and copy & pasting.
The future is now with Benelinx.
Everything You Need To Grow And Succeed
It’s finally here – one simple solution for all the complexities of selling group insurance.
Salesforce CRM
Census Upload
Quoting Engine
Custom Branding
Commission Management
Self-Service Client Portal
Salesforce CRM
Benelinx is powered by Salesforce, the industry standard for Customer Relationship Management and secure, reliable cloud-based business applications. Customized and configured by a broker specifically for Agency Management, your turnkey solution awaits.
> Learn More About Benelinx and SalesforceCensus Upload
Never enter census data manually again – employee, dependent and election info can all be imported with one upload. Make changes/additions with ease through our centralized, employee database.
View Plans and PricingQuoting Engine
Access carrier quotes & plan info as well as employer & census data all in one centralized location. Easily create comprehensive proposals with informed market recommendations based on existing policies or new employer needs and requirements. Go from quote to proposal in less than 5 minutes.
View Plans and PricingCustom Branding
You have full control and can add your branding and custom layout to all client-facing documents. Proposals, Quotes and Benefit Summary documents are easily generated and stored in the system – no copy/paste required.Commission Management
Mass upload carrier commission reports. Accessible from one central location, it’s a breeze to stay on top and ensure nothing slips through the cracks.
View Plans and PricingSelf-Service Client Portal
Empower your clients with a self-service portal where they can view and download plan documents as well as request changes or seek additional assistance – all without picking up the phone.
View Plans and Pricing