THE RIGHT PLAN FOR YOUR NEEDS

Benelinx Package Pricing & Editions

We offer solutions for companies of all types (Brokers, Agencies, GMA’s, PEOs) and sizes in the Employee Benefits industry. We can take you paperless with our Core Agency Management package or completely streamline your internal quoting process with our Performance package.
Core Performance
 
Benelinx Insurance Agency Software Salesforce Partner
Whether you use Salesforce frequently or not at all, we’ve got you covered.
Core
95
70
per user/month
Performance
185
135
per user/month
Salesforce Platform (license fee included)
Custom Reports and Dashboards
Executive and Management Tracking for Commissions, Paths and Customer Service Actions. Quickly pull reports with up-to-date information for forecasting, management and customer service tracking.
Outlook and Gmail E-mail and Calendar Integrations
Convenient email integration manages all client communications in Benelinx.
Standard Salesforce Objects
Accounts and Contacts easily integrate with your other applications within Salesforce.
Activity Tracking with Events and Tasks Management
Day-to-day activity tracking with email integration manages all client communications in Benelinx.
Mobile Functionality
Access Benelinx on the run, with mobile app capabilities for viewing Account details, Contacts and Policy details on your phone.
Agency Management
Custom package built specifically for Employee Benefits Agencies
Custom objects, page layouts and fields tailored to your needs. Deals, Plans, Proposals, Policies, Services and Actions (and more) Custom Objects.
Census Import Wizard
Import census data with one file, let the wizard help you determine the county within the zip code designated. Update and edit prior to final import.
Fully Loaded Plan Library
Plan summaries for medical (ACA and Level Funded), dental and vision policies. Includes SBC links where available. No manual data entry needed.
Commissions Tracking
Commissions Module
Manually enter commissions or create a commission statement mapping for easy importing. Track and manage broker/producer commission splits. Post vs. paid commission payment tracking and reconciliation.
Enhanced Commission Designation
Designate commission splits on the Broker/Producer specific to a Deal or Policy.
Sales & Renewals
Built-in Quoting Engine
Go from Quote to Proposal within the Benelinx platform. Nationally recognized insuretech company Vericred provides Benelinx customers with ACA and Level Funded plans and rates. Vericred access is included in our pricing.
Quote to Proposal in 3 clicks
Account, Deal, Proposal (ADP) -- three clicks and you're there! Create client ready market proposals and customize with contribution strategies, underwritten proposed plans and Agency branding. CONGA Composer is included in our pricing.
Auto Generate Benefits Booklets
Use our template or create your own layout to auto-generate this powerful marketing tool. Includes eligibility, contributions, contact information and plan selections/rates.
Mark Deal as Sold
Workflow duplicates the sold proposed plan into the Client policy. Rates, plans, contribution strategies are automatically updated. No more clean up!
Data Modeling & Analytics
Comprehensive Market Analysis
Keep it simple or go all the way with multivariate market proposal analysis. We provide a variety of options to present your market recommendations to clients. Branded for your Agency.
Assign Plans at the Member Level
Most clients offer their employees multiple plans. Assign plans at the member level to express a more accurate analysis of benefit expense and projected budgets.
Assign Plans at the Policy Level
Proposals are great but final enrollment is what counts. Update Sold policies with final enrollment and export a payroll deduction report for your clients and their payroll processors.
Client Experience
ADD ON: Self-service Client Community
Provides your Employer Groups with a self-service tool to access policy contracts, plan designs, current and historical renewal data, service tickets and much more! Pricing is available upon request.
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