Digital adoption in the insurance industry has reached a tipping point. The numbers don’t lie – high digital adopting agencies achieve 60% higher revenue growth than their less digital counterparts. The right digital tools can skyrocket productivity, improve customer service and free up your team’s valuable time.
The future is now with Benelinx, brilliantly bundled software for benefits insurance. Get Salesforce’s best-in-class database and Customer Relationship Management (CRM), packaged with our custom-built Agency Management (AMS) and Configure Price Quote (CPQ) tools in one intuitive solution designed for benefits agencies, GAs and MGAs, and PEOs.
Here’s how we help our clients
- Thousands of dollars in misplaced revenue recovered
- 45% increase in productivity
- 62% reduction in service inquiries
- 80% fewer errors in client-facing materials
Discover Our Fully Integrated CRM, AMS & CPQ
It’s finally here—one simple solution for all the complexities of benefits insurance. Say goodbye to disconnected legacy systems, manual data entry and paper files. Experience shortened sales cycles, record-setting volume and productivity through the roof. Spend less time pushing paper and more time serving your customers and growing your business.
Data security and system stability are paramount in every aspect of your business. We entrust Salesforce, the world’s best database, to manage your critical client information so you never have to give it a second thought.
Customer Relationship Management (CRM)
Benelinx is built on Salesforce, the global leader in Customer Relationship Management and secure cloud-based business applications. With Benelinx, you get access to Salesforce’s cutting-edge technology and CRM features.
- Email and calendar integration
- Events and task management
- Custom reports and dashboards
- Email marketing automation
Agency Management System (AMS)
Does your business have a single source of truth? Our AMS is built on Salesforce to empower your team with accurate, real-time data accessible from anywhere. Customized for benefits insurance, our AMS works for you.
- Organize your book of business
- Manage your team effectively
- Revenue recognition and gap analysis for direct bill commissions and fees
- Use data analytics to forecast and benchmark your success
Configure Price Quote (CPQ)
Access carrier quotes, plan information, along with employer and census data in one centralized location. Go from quote to sold in minutes and create client-ready proposals and benefits booklets with just a few clicks.
- Embedded quoting engine
- One click policy conversions
- Custom branded proposals and benefits booklets
- Multivariate proposal calculations
- BenAdmin integrations
It’s Your Day. Seize It.
Across the industry, a digital transformation is driving higher engagement, greater health and financial results, and stronger client relationships. The right solution can help you retain your clients, upsell new solutions to increase your revenue and win new business.
Unmatched in the Benefits industry, Benelinx has harnessed the power of Salesforce’s database and customized it for Employee Benefits to guarantee long term sustainability, continued prosperity and additional opportunity. All this is available at a reasonable price.
Sign up for a personalized demonstration or contact Sales at 888-227-1602.