Smart Agent

Smart Agent

Apna Infotech
+
+

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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

Smart Agent is India's all-in-one insurance CRM for insurance agents and RTO advisors. Manage policies, track renewals, send WhatsApp reminders, check RC/Challan in 5 seconds, and auto-calculate commissions. Hindi + English support. Plans start at ₹999/year.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Insurance agents, insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

₹999/year
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Benelinx
United States
benelinx.com

Company Information

Apna Infotech
Founded: 2013
India
www.apnainfotech.com

Alternatives

Zywave CPQ

Zywave CPQ

Zywave

Alternatives

mPACS

mPACS

Mandon Software
BluInsurance

BluInsurance

BluRoot
BrokerEdge

BrokerEdge

Damco Solutions
Mobinsure

Mobinsure

Mobinsure Software Pvt Ltd.,

Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
Claim Benelinx and update features and information
Claim Benelinx and update features and information
Claim Smart Agent and update features and information
Claim Smart Agent and update features and information