Knowledge Base | Brilliantly Bundled Insurance Agency Software

x

Greetings! We're here to help. Click to ask a question or start a conversation.

Skip to content

Agency Management
- How it Works
The Software
- Powered By Salesforce
- ROI Calculator
Knowledge Base
About Benelinx
Login

Menu

Agency Management
- How it Works
The Software
- Powered By Salesforce
- ROI Calculator
Knowledge Base
About Benelinx
Login

Schedule Demo

The Basics

Global Actions
Search Engine
The Navigation Bar

View All Articles

Admin

Release Notes – 4/11/2022 (V1.102.1)
Release Notes – 1/26/2021 (v1.73.1)
Release Notes – 9/11/2020 (v1.65)

View All Articles

Getting Started

CPQ Workflows
Custom Plans & Policies
Workflow Process – Update

View All Articles

Document Downloads

Census Template
Data Migration Template (XLS)
Benelinx 12-Step Process Flow v2.5 (PDF)

View All Articles

Subscribe

Sign up for our monthly newsletter to be the first to know about Benelinx feature releases, access upcoming promotions and learn about new platform rollouts.

Full Name*
Work Email*
Hidden
Group IDs
Hidden
Signup Form ID
Phone
This field is for validation purposes and should be left unchanged.

Software For Employee Benefits Brokers

Benelinx is a complete Agency Management Solution that seamlessly integrates all your systems into one, streamlining your workflow and automating time-consuming and redundant processes.

Facebook Linkedin Twitter

Brilliantly Bundled

888.227.1602 | [email protected]
Longmont, CO USA

Discover

Agency Management
How it Works
The Software
Powered By Salesforce
About Benelinx
Contact
Log In
Schedule Demo

Scroll to Top