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About
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes.
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About
Our goal is to streamline your customer aquisition process and grow your bottom line. We own and generate our traffic from some of most powerful insurance domains available including SmartFinancial.com and UnitedStatesInsurance.com. Here’s how it works. We locate high intent insurance customers while they are shopping online. We then ask them to fill out a 35 question application including details about their current coverage and contact information. The consumer information is then screened and verified by LeadiD/Jornaya, xVerify, RealValidation, and our proprietary human screening process. Pre-qualified prospects are instantly delivered to your agency ready for a quote. We match insurance customers with the best conversion channel and forward collected application information to you via lead, call, or click.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Employee benefits insurance brokers and agencies that need a solution to manage quoting, proposals, client relationships, and policy workflows
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Audience
Companies searching for a solution to power their insurance sales
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBenelinx
United States
benelinx.com
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Company InformationContactability
Founded: 2012
United States
www.contactability.com
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Integrations
Salesforce
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