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

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

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

Admin

Release Notes – 1/26/2021 (v1.73.1)
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)

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Benelinx 12-Step Process Flow v2.5 (PDF)

Benelinx 12-Step Process Flow v2.5 (PDF)

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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.

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