Agency Management Software for Employee Benefits Insurance

Benelinx is a fully integrated, end-to-end solution that dramatically boosts productivity to help you keep (and win) business. Sell, service and renew accounts better than ever before.

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Quote – Proposal – Sold

We offer a better way to manage your agency that eliminates inefficiencies, time-consuming admin tasks and manual data entry. Transform your quoting and renewal process with Benelinx.
Pride Life Insurance “I needed something that could quote, generate proposals and booklets, track commissions, and support internal task management associated with our clients. Benelinx is able to provide all of this in a bundle that is a fraction of the cost you would otherwise pay for these services a la carte.”
Blake Mougeot
COO, Pride Life Insurance

Why Benelinx?

Built specifically to meet broker needs, Benelinx consolidates data and workflow into an intuitive platform to help you thrive in today’s digital world.

Maximize productivity

Eliminate duplication, redundant processes and error-prone manual data entry. Streamline your workflow to be exponentially more efficient and unlock your agency’s full potential.

Quote to proposal to sold in minutes, not hours

Navigate the sales cycle with our Integrated Quoting Engine and customizable Market Plan Library. Fully integrated with our custom document generator, so you can be ready to present in a snap.

Deliver custom, professional proposals, fast

Generate proposals, quotes and benefits booklets at the click of a button. Easily add your branding and custom layout for A+ documents that will wow your clients.

Empower your clients

Provide clients with a seamless experience. Client community portal provides instant access to market proposals, in-force policies, contracts, and services, and time-saving tools including census upload and quote reruns.

Remote work made simple

End-to-end integration in a single platform. Access data as its added to the system to easily manage team workflow and client services needs by stage, account executive and client.

Access data-driven insights

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Create multiple dashboards to visually illustrate data in real time. Generate actionable insights and enhance your strategic recommendations to position your team as trusted advisors, not just brokers.
Ready for more?

Reach out to our team to schedule a 1-on-1 demo today.

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Leadership
Rachel Zeman founder of Benelinx Insurance Agency SoftwareConceptualized, prototyped and battled-tested in the trenches over the past 20 years by a seasoned broker and agency owner. Learn More
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