Our Industry Leading AMS & CRM Solution
Quality • Scalable • Automation
OneLink is next-generation cloud-based software that’s been designed specifically to meet the needs of insurance agencies.
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About our Features & Pricing Plans
Create the perfect plan for you. We offer packages with customizable seats so you only pay for what you need!
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 system is designed to assist your HR team with hiring documentation, managing contact details, salary information, licensing and carrier appointments.
Structure your income payouts, design customizable product based compensation plans for both teams and individuals.
Target specific marketing channels automatically by designing custom drip email/text campaigns with our built template manager.
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.
Experience the Product
Take full advantage of OneLink CRM’s 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.