Benelinx

About Benelinx
Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.
With Benelix, team members can deduplicate data, monitor sales, and access a customizable market plan library. Employees can utilize the client community portal, which helps access documents, such as contracts, in-force policies, and more.
Benelinx facilitates integration with several third-party applications, including Salesforce and Conga Composer.
Key benefits of Benelinx
Custom Reports and Dashboards
Outlook and Gmail Email and Calendar Integrations
Standard Salesforce Objects
Activity Tracking with Events and Tasks Management
Mobile Functionality
Privacy and Security Controls
Census Import Wizard
Fully Loaded Plan Library
Commissions Module
Built-In Quoting Engine
Quote to Proposal in 3 Clicks
Auto Generated Benefits Booklets
Comprehensive Market Analysis
Member and Policy Level Plans
Add On: Self-Service Client Community
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Reviews
Already have Benelinx?
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- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best decision
Reviewed on 2022/02/08
[SENSITIVE CONTENT] at Benelinx goes way above on customer relations.
She is the best and I am so...
[SENSITIVE CONTENT] at Benelinx goes way above on customer relations.
She is the best and I am so glad we started service with her.
Pros
organizes all my info and syncs with all my services and devices.
Cons
So far I have no complaints - once we started it moved smoothly
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
New to Benelinx
Reviewed on 2022/02/09
I am able to monitor past and upcoming renewal of our business clients. I can track new prospects...
I am able to monitor past and upcoming renewal of our business clients. I can track new prospects clients, and run reports. I can assign tasks accordingly to other team members when needed, and locate any service communication for a client easily.
[SENSITIVE CONTENT] was amazing with implementation! And [SENSITIVE CONTENT] is an appreciated support person!
Pros
Easy usage, great for tracking new and current clients.
Cons
I don't it fully 100% yet, so no dislikes at this time.
Benelinx FAQs
Below are some frequently asked questions for Benelinx.Q. Who are the typical users of Benelinx?
Benelinx has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Benelinx support?
Benelinx supports the following languages:
English
Q. Does Benelinx support mobile devices?
Benelinx supports the following devices:
Q. What other apps does Benelinx integrate with?
We do not have any information about what integrations Benelinx has
Q. What level of support does Benelinx offer?
Benelinx offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Related categories
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