Health, Life & Medicare

All-in-One CRM, Client & Lead Management, Marketing, and Call Automation Technology for Health, Life & Medicare Agencies.

Experience a Smarter Way of Growing Your Business

CRM, Agency Management System, and phone dialing solutions for insurance brokerages and agents.

Customer Relationship Management

Truly understand your clients; embrace and anticipate their needs for greater customer satisfaction, retention, and referral opportunity.

Team Management

Real-time team management, easily monitor, communicate, and assign tasks to employees or downline agents.


Manage and monitor commission types, levels,  payments, chargebacks, generate invoices, and more.  

Business Automation

Call Campaigns

Automate your business process by creating call campaigns that allow associates to dial the newest leads automatically. Increase sales with minimal associate downtime.

Lead Management

Insurance Product Solutions Built for All Types of Health & Life Agencies:

Medicare Health Plans, Short Term Health, ACA Plans, Life Insurance, Disability Benefits, Annuities, Group Benefits, and more!


Understand your clients’ needs thoroughly and effortlessly anticipate their requirements to greatly enhance customer satisfaction, build loyalty, and unlock valuable referral opportunities.


Easily manage and assign team or individual campaigns, tasks, and meetings. Also track compensation, licensing, push communications, and much more.


Boost your sales and supervision. Utilize automated call software, personalized drip email campaigns, and predictive dialing phone technology to secure more potential customers.


Efficiently manage and closely monitor various commission types, levels, and payments, as well as generate invoices and perform other related tasks with ease and convenience.

OneLink Creates Consistency, Efficiency and
Increases Productivity.

Multiple Insurtech Solutions Available

OneLink: Advanced CRM & AMS Solution

OneLink is a cloud-based software that brings unique CRM & Business Management System capabilities together in one easy-to-use dashboard. This creates consistency, efficiency and increases productivity.

RIPPLE: VoIP Call Center Capability

Connect any telephone line and location with ease while consolidating phone costs. RIPPLE offers a simple, accessible, and cost-effective communication solution for any size of business.

Predictive Dialer: Unique Dial Automation

Predictive dialing is an automated telephone dialing system that places multiple calls simultaneously.  Increase agent and employee efficiency by placing multiple calls at a time with no downtime.

Simplified Costs & Savings

Admins can easily manage user accounts and adjust feature access for team members. As your team grows, adding users is straightforward, and our clear billing means no unexpected surprises. 

Features Include:

  • View Commission Statements
  • View Sales Detail
  • Lead Distribution 
  • Customer Management
  • Commission Tracking
  • Lead Management
  • Automated Dialing
  • Bulk Emailing
  • Unique Predictive Dialer
  • Task Assignment
  • Create Access Roles
  • Open API Integration

Business Plan

$ 74
/User /Month
  • Complete System Access
  • CRM + Lead System
  • Predictive Dialer Access
  • Reports + Analytics

Account Setup

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Powerful Reporting for
Data-Driven Decisions

OneLink offers comprehensive search and reporting capabilities, including sales amounts, sales types, call volume, call types, commissions, pending items, client details, and more. 

Experience the depth of these capabilities first hand—start your 30-day free trial today.