Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

Benelinx Employee Benefits Software

Brilliantly Bundled Employee Benefits Software

Overview

Integrates Census Upload, Quote Engine, Plan Selection and Custom Branding into a single app that can automate all of your processes. Client portal, automated census upload & commission tracking. Create market proposals in 5 minutes.

See How Benelinx Employee Benefits Software Works

Agency Management Solution and Customer Relationship Management in a single system built on the Salesforce platform.
Applications for Brokers, General Agencies (GA/MGA), and Professional Employer Organizations (PEO).
Industry-specific interface with no coding required. Seamless integrations behind the scenes (Vericred and Conga) so the user interface is seamless.

Features include: - Automated census upload, 100% accuracy - Real-time quotes from all major carrier plans. - Market proposal condenses up to 200 plans into the best recommendation based on client parameters of budget and preference - Create market proposals within 5 minutes - Produces all your deliverables with the click of one button. - Customizable templates allow you to keep your unique branding - Automated commission tracking with our mass commission imports. - Client Portal allows clients 24/7 access to contracts, policies, carrier renewal packets and more - One-click Benefits At A Glance - Single interface means all information is easily accessible at any stage of the cycle - Turnkey software built by a broker - Future Salesforce enhancements, releases and upgrades are fully supported by Benelinx.