Insureio

Insureio

Insureio Technologies
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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.

About

Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Employee benefits insurance brokers and agencies that need a solution to manage quoting, proposals, client relationships, and policy workflows

Audience

Insurance companies that need a CRM built specifically for the insurance industry

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$25 per month
Basic: $25/month
Marketing: $50/month
Agency Management: $50/month
Marketing & Agency Management: $75/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Benelinx
United States
benelinx.com

Company Information

Insureio Technologies
Founded: 2014
United States
insureio.com

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Categories

Categories

CRM Supported
Insurance CRM Supported
Life Insurance Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Not Supported
Quote Management Supported

CRM Features

Calendar/Reminder System Not Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Integrations

Compulife Not Supported
NinjaQuoter Not Supported
Salesforce Supported

Integrations

Compulife Supported
NinjaQuoter Supported
Salesforce Not Supported
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