Overview
The Ease and Benelinx integration enables brokers to fully manage sales, renewals, and enrollment in a secure digital environment. Brokers can expect a significantly shorter timeframe for building open enrollment windows through reduced data entry, fewer errors, and increased detail on plan design.
Product Features
CRM Features
- Custom reports and dashboards
- Outlook and Gmail email and calendar integrations
- Tasks and events management
- Email marketing campaigns
- Mobile functionality
Agency Management Features
- Fully loaded plan library
- Commissions tracking
- Sales and renewal workflows
- Stewardship reports
CPQ Quoting Features
- Embedded quoting engine
- Quote to proposal in three clicks
- Client-facing materials
- Market proposals
- Benefits booklets
ADD ON
- Self-Service client portal
How to Activate
To get started, enable the Benelinx tile from your broker portal.
