i-linkedI-Group
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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
Never lose track of your direction with reporting tools. Reporting by individuals, groups or company. Graphical reporting is at your fingertips! Avoid calls and emails. i-linked.net will keep you informed as the progress of your deals. i-linked.net makes it easy to issue custom quotes and proposals in seconds. The i-quoting module makes proposals a snap. i-linked.net is always up-to-date. You never download or maintain the system. i-linked.net lets PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents and their teams work independently. Quickly collect and share the data you need. In an immediately familiar, user friendly environment. Collect and store prospect and client documents on a record-by-record basis. Easy to store and retrieve securely. Share documents, forms and other important data with your team and your partners. i-linked.net helps you to put the right information in the right hands instantly.
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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 improve their reporting 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
$24 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 InformationI-Group
Founded: 1998
United States
www.i-linked.net
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Salesforce
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