Health & Life Insurance

All-in-One CRM, Client & Lead Management, Marketing, and Call Automation Technology for Health & Life 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, Mortgage Protection, Group Benefits, and more!

health & life sales chart

Advanced System Dashboard

Insurance focused dashboard to maximize efficiency, showcasing real-time calendar commitments, upcoming tasks, at a glance reporting, news updates, goals, call activity, messaging, and more

health & life crm cloud

Technology Integration

Greatly enhance the functionality and usability of commonly used health & Life software. Easily connect – email, calendar, lead vendors, websites, phone technology, and more, with simple system API integration.

phone communication for sales or health & life crm

Work From

No need for old-fashioned onsite systems. Easily send messages, access reports, manage employees, monitor progress, and track commissions, all from any device at any time.

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
  • Complete System Access
  • CRM + Lead System
  • Predictive Dialer Access
  • Reports + Analytics

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.

Account Setup

Complete this form to initiate your free 30-day trial.

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slideshow of OneLink health & life screens

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 firsthand—start your 30-day free trial today.