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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
PlanProphet is a customer relationship management and marketing automation engine tailored for the printing and graphics industry. Powered by Salesforce, it integrates seamlessly with your print estimating platform to provide lead management, data analytics, and comprehensive customer relationship management. PlanProphet automates customer-facing communications, such as quote follow-ups and post-sale check-ins, to boost productivity and enhance the customer experience. Its system optimizes the approval process by allowing users to send proofs to clients, monitor them live, and automatically send reminders. The platform also offers a mobile app, enabling users to access customer data, view and send quotes, and manage prospects in real time. PlanProphet's project management module, powered by Asana, helps track projects, streamline communication, and boost productivity effortlessly.
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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 interested in a solution to enhance customer relationships, automate marketing efforts, and streamline business operations
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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
$50 per month
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 InformationPlanProphet
Founded: 2018
United States
www.planprophet.com
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