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


  • Self-Service client portal
How to Activate

To get started, enable the Benelinx tile from your broker portal.