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Agency Management
- How it Works
The Software
- Powered By Salesforce
- Pricing
Knowledge Base
About Benelinx

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Agency Management
- How it Works
The Software
- Powered By Salesforce
- Pricing
Knowledge Base
About Benelinx

Home
About
Contact

Log In
Schedule Demo
Free Trial

Benelinx Knowledge Base

We've got your back. Access our library of support videos, tutorials and more.

The Basics

Global Actions
The App Launcher
The Navigation Bar
Search Engine

Getting Started

General Navigation
Census Upload
Workflow Process – Prepare
Workflow Process – Propose
Workflow Process – Present
Workflow Process – Update
Custom Plans & Policies

Admin

Release Notes – 9/11/2020 (v1.65)

Document Downloads

Benelinx Census Template (XLS)
Benelinx 12-Step Process Flow v2.5 (PDF)
How to Grant Benelinx Login Access (PDF)
Add IP to Trusted Devices List (PDF)

Home
Knowledge Base
Document Downloads
Add IP to Trusted Devices List (PDF)

Add IP to Trusted Devices List (PDF)

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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.

Brilliantly Bundled

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