Benelinx Knowledge Base

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

The Basics

Global Actions
Search Engine
The Navigation Bar
The App Launcher

Getting Started

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

Admin

Release Notes – 12/9/2022 (1.107)
Release Notes – 10/19/2022 (V1.105)
Release Notes – 8/15/2022 (V1.104)
Release Notes – 7/25/2022 (V1.103.5)
Release Notes – 4/11/2022 (V1.102.1)
Release Notes – 1/26/2021 (v1.73.1)
Release Notes – 9/11/2020 (v1.65)

Document Downloads

Census Template
Data Migration 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)

Download File

Was this article helpful?

Still stuck? How can we help?

How can we help?

Name: *

Email: *

Message: *

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