Our Industry Leading AMS & CRM Solution

Automate • Profit • Scale

OneLink is next-generation cloud-based software that’s been designed specifically to meet the needs of insurance agencies. Automate your business today. 

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What is OneLink?

OneLink is an Agency Management System and CRM that provides an all in one solution for your business. OneLink is comprised of four core pillars, a unique lead system, advanced customer management, in depth team management, and best in class commission processing.

Lead 
System

Increase your sales, lead disposition oversight, and accountability using our automated call software, custom drip email campaigns, and predictive dialing technology.

Customer Management

Truly understand your customers; embrace and anticipate their needs for higher retention and customer satisfaction while maximizing your revenue.

Team
Management

Monitor your team’s valuable information including campaign and task status, compensation, licensing, document management, push company notices, and much more.

Commission
Processing

Simplify your complex commission payments and convert your sales into income with our automated commission processing.

All in One Solution

Whether you’re looking to boost your production, manage your sales team, handle call campaigns or maximize lead conversions, OneLink has the tools you need to transform your business operations.

Sales Management

Manage the details of every sale with OneLink’s dedicated sales information page. Track payment history and even commissions earned with connection to the single customer record.

Automate Communication

Reach more leads with our automated communications including customizable emails, drip campaigns, custom text messaging, and call campaigns utilizing our predictive dialer. 

Why Choose OneLink?

OneLink is a fully customizable CRM solution for insurance agents and brokers. We specialize in health insurance, life insurance and medicare agencies, with IVANs and Rating Software integration coming soon. OneLink’s easy-to-use interface allows your agents to configure the software however they need it, ensuring that they have access to the data they need when they need it most.

Customer Relationship Management

Provide full insight into status of in progress deals, and help coaching across management for sales team members, and track individual and team sales performance.

Team Management

Team Management system is designed to assist your HR team with hiring documentation, managing contact details, salary information, licensing and carrier appointments. 

Commissions

Structure your income payouts, design customizable product based compensation plans for both teams and individuals. 

Communication Solutions

Target specific marketing channels automatically by designing custom drip email/text campaigns with our built template manager. 

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.

Analytics & Reports

Organize and easily showcase your data with OneLinks automated reporting process. Connect charts and data points from across the platform to view all in one place.

NIPR Database Integration

The National Insurance Producer Registry (NIPR) maintains a database that contains information about insurance agents and brokers. OneLink has a built-in NIPR integration for importing a large number of licenses. Never worry about manually importing licenses one by one again.
Limit lead access by state, select which states get updated, or import everything all at once. 

Unique Predictive Dialer

Predictive dialer by Intruity is a form of automated dialing that places multiple calls simultaneously, even before agents are available. It increases agent efficiency by calling as many leads as possible. Integrating with OneLinks lead system, you can guarantee that your team has the tools needed to close more deals in less time.  

Advance Phone System Integration

Also looking to for phone system? Our VoIP solution meets the needs of businesses in any industry, from Small to Enterprises businesses. Ripple by Intruity grants all the features of a traditional PBX while simultaneously providing the newest functionality used with modern VoIP technology, all while being a cloud-based communications supplier for easy scalability. Ripple flawlessly integrates with OneLink and provides even more advanced features to save your team time. 

Increase Productivity by 40% by Adding Ripple & Predictive Dialer Services

About our affordable pricing plans

Choose a perfect plan from the list. We offer the best packages to suit diverse client needs.

Features
  • View Assigned Task
    View Assigned Task
  • View Commission Statements
    View Commission Statements
  • View Sales Detail
    View Sales Detail
  • Task Management & Assignment
    Task Management & Assignment
  • Customer Managment
    Customer Managment
  • Advance Phone System Integration
    Advance Phone System Integration
  • NIPR Database Integration
    NIPR Database Integration
  • Unlimited Contacts
    Unlimited Contacts
  • Commissions Management & Entry
    Commissions Management & Entry
  • Commission Tracking
    Commission Tracking
  • Dialing and Email Campaigns
    Dialing and Email Campaigns
  • Lead Management
    Lead Management
  • Automated Dialing
    Automated Dialing
  • Bulk Emailing
    Bulk Emailing
  • Unique Predictive Dialer
    Unique Predictive Dialer
  • Manage Company Functions
    Manage Company Functions
  • Lead Distribution
    Lead Distribution
  • Associate Management
    Associate Management
  • Includes CRM and Lead System
    Includes CRM and Lead System
  • Create Access Roles
    Create Access Roles
  • Vendor & Product Management
    Vendor & Product Management
  • Create Lead & Dialing Campaign
    Create Lead & Dialing Campaign
  • One on One Agency Onboarding
    One on One Agency Onboarding
  • Open API Integration
    Open API Integration
bronze
$9.95/ User / Month
  • View Assigned Task
  • View Commission Statements
  • View Sales Detail
  • Task Management & Assignment
  • Customer Managment
  • Advance Phone System Integration
  • NIPR Database Integration
  • Unlimited Contacts
  • Commissions Management & Entry
  • Commission Tracking
  • Dialing and Email Campaigns
  • Lead Management
  • Automated Dialing
  • Bulk Emailing
  • Unique Predictive Dialer
  • Manage Company Functions
  • Lead Distribution
  • Associate Management
  • Includes CRM and Lead System
  • Create Access Roles
  • Vendor & Product Management
  • Create Lead & Dialing Campaign
  • One on One Agency Onboarding
  • Open API Integration
Silver
$49.95/ User / Month
  • View Assigned Task
  • View Commission Statements
  • View Sales Detail
  • Task Management & Assignment
  • Customer Managment
  • Advance Phone System Integration
  • NIPR Database Integration
  • Unlimited Contacts
  • Commissions Management & Entry
  • Commission Tracking
  • Dialing and Email Campaigns
  • Lead Management
  • Automated Dialing
  • Bulk Emailing
  • Unique Predictive Dialer
  • Manage Company Functions
  • Lead Distribution
  • Associate Management
  • Includes CRM and Lead System
  • Create Access Roles
  • Vendor & Product Management
  • Create Lead & Dialing Campaign
  • One on One Agency Onboarding
  • Open API Integration
Gold
$69.95/ User / Month
  • View Assigned Task
  • View Commission Statements
  • View Sales Detail
  • Task Management & Assignment
  • Customer Managment
  • Advance Phone System Integration
  • NIPR Database Integration
  • Unlimited Contacts
  • Commissions Management & Entry
  • Commission Tracking
  • Dialing and Email Campaigns
  • Lead Management
  • Automated Dialing
  • Bulk Emailing
  • Unique Predictive Dialer
  • Manage Company Functions
  • Lead Distribution
  • Associate Management
  • Includes CRM and Lead System
  • Create Access Roles
  • Vendor & Product Management
  • Create Lead & Dialing Campaign
  • One on One Agency Onboarding
  • Open API Integration
Minimum of 1 Required
Platinum
$99.95/ User / Month
  • View Assigned Task
  • View Commission Statements
  • View Sales Detail
  • Task Management & Assignment
  • Customer Managment
  • Advance Phone System Integration
  • NIPR Database Integration
  • Unlimited Contacts
  • Commissions Management & Entry
  • Commission Tracking
  • Dialing and Email Campaigns
  • Lead Management
  • Automated Dialing
  • Bulk Emailing
  • Unique Predictive Dialer
  • Manage Company Functions
  • Lead Distribution
  • Associate Management
  • Includes CRM and Lead System
  • Create Access Roles
  • Vendor & Product Management
  • Create Lead & Dialing Campaign
  • One on One Agency Onboarding
  • Open API Integration

Experience the Product
First Hand.

Take full advantage of OneLinks capabilities to communicate with customers across multiple channels and build strong relationships. Use automated communications, and built in customer management to help your team stay efficient while outperforming the competition. 

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