Skip to content

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

Home
About
Contact

Log In
Schedule Demo
Free Trial

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

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

Was this article helpful?

Still stuck? How can we help?

How can we help?

Name: *

Email: *

Message: *

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*
Group IDs
Signup Form ID
Email
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.

Brilliantly Bundled

888.227.1602 | [email protected]
Longmont, CO USA

Discover

Agency Management
The Software
Pricing
Powered By Salesforce
How it Works
Contact
About
Log In

Copyright © 2020 Benelinx LLC. All rights reserved. Privacy Policy | Terms of Use

Scroll to Top