InsureioInsureio Technologies
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Related Products
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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
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.
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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
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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
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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
Insurance companies that need a CRM built specifically for the insurance industry
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBenelinx
United States
benelinx.com
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Company InformationInsureio Technologies
Founded: 2014
United States
insureio.com
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Alternatives |
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Categories |
Categories |
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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
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Integrations
Compulife
Not Supported
NinjaQuoter
Not Supported
Salesforce
Supported
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Integrations
Compulife
Supported
NinjaQuoter
Supported
Salesforce
Not Supported
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