Benelinx

5.0 (2)
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Cloud-based agency management software

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


Images

Benelinx Software - Benelinx overview of dashboard
Benelinx Software - Benelinx collaboration methods
Benelinx Software - Benelinx get quote
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Benelinx video
Benelinx Software - Benelinx overview of dashboard
Benelinx Software - Benelinx collaboration methods
Benelinx Software - Benelinx get quote

Not sure about Benelinx? Compare with a popular alternative

Benelinx

5 (2)
VS.
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Starting Price

No pricing found
US$1,000.00
one-time

Pricing Options

Free version
Free trial
Free version
Free trial

Features

40
95

Integrations

No integrations found
2

Ease of Use

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3.8 (139)

Value for Money

5.0 (2)
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Customer Service

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Reviews

Overall rating

5 /5
(2)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

Already have Benelinx?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 2 reviews of 2
Monique
Overall rating
  • 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

Christina
Overall rating
  • 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.

Benelinx has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Benelinx supports the following languages:

English

Benelinx supports the following devices:

We do not have any information about what integrations Benelinx has

Benelinx offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for Benelinx.