Last Updated
Overview
i-linked provides a specialized CRM for insurance and PEO professionals to help them manage complex deals and client data. While its customization features can be improved, the platform offers focused tools like the i-quoting module which provides a straightforward platform for the targeted industries.
Overall Rating
Based on 2 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
i-linked Specifications
- Deal Pipeline Management
- Document Management
- Analytics and Reporting
- Alerts/Notifications
What Is i-linked?
i-linked is designed for the specific needs of PEOs, insurance carriers, wholesalers, and brokers who need organized data and customizable tools. The platform acts as a central hub to consolidate client data, track deal progress through intricate sales cycles, and manage all related documentation.
By providing tools tailored to industry-specific processes, i-linked features enhance team autonomy, reduce administrative overhead, and provide clear visibility into business performance for more effective operations.
i-linked Pricing
i-linked cost breakdown varies depending on the unique needs of your business. The pricing plans start at $24/month.
i-linked Integrations
Who Is i-linked For?
i-linked is ideal for a wide range of businesses and professionals, including:
- PEOs
- Insurance carriers
- Managing general agents
- Wholesalers
- Insurance brokers
- Insurance agents
Is i-linked Right For You?
i-linked is a reliable choice for insurance or PEO professionals who prefer a simple, niche-focused tool over a complex CRM platform. Its standout feature is the specialized i-quoting module, which simplifies the proposal generation process to accelerate sales cycles. For teams that need a purpose-built system without requiring heavy technical configuration, i-linked software presents an ideal option for managing client relationships and sales pipelines.
Still unsure about i-linked? Connect with our customer support staff at (661) 384-7070 for further guidance.
i-linked Features
Deal Progress Tracking
The deal progress tracking feature provides a centralized space where all active deals and proposals are continuously monitored. It offers real-time updates that can be accessed by every team member involved in the process. This system reduces the need for repeated follow-ups, helping teams focus more on moving deals forward.
i-quoting Module
The i-quoting module enables users to create custom proposals quickly within the platform. It supports generating professional documents that reflect client-specific details accurately. This tool helps streamline the sales cycle by reducing the time spent preparing quotes.
Centralized Document Storage
Centralized document storage allows all client-related files to be kept securely in one place. Team members have instant access to updated applications, policy documents, and contracts. This reduces confusion and ensures everyone works with the most current information.
Graphical Reporting
Graphical reporting delivers visual summaries of performance data for individuals, teams, or the entire company. These charts and dashboards help management easily interpret trends and measure progress. The visual format supports informed decision-making and clearer tracking of key metrics.
Calendar And Reminder System
The integrated calendar and reminder system organizes daily workflows and important tasks. It sends alerts for follow-ups, renewals, and scheduled meetings to help maintain client engagement. This feature ensures that critical deadlines are met, and communication remains timely.
Pros And Cons of i-linked
Pros
Highly specialized for the insurance and PEO industries
Simplifies and accelerates quote and proposal generation
User-friendly interface for its target niche
Cons
Occasional delay during peak traffic
Extensive features can involve a learning period
i-linked Reviews
Total 2 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Animation, 11-50 employees
More than a year
“My experience was amazing”
Pros
It is an amazing community loaded with supportive people and my experience has truly been life-changing.
Cons
There is nothing to mention as I find it simply easy to use and great for collaboration.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Insurance, 11-50 employees
More than a year
“Packed with lots of features”
Pros
i-linked is packed with useful features and they are always adding more but nothing unnecessary, just things that actually help. Plus customer support is exceptional as they are highly responsive and always open to feedback to improve the software. The in-software email and messaging system make it easy and convenient for us to contact clients directly from within the platform.
Cons
I will let you know if I run into any.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does i-linked offer an API?
There is no information available from the vendor regarding a public API.
Who are the typical users of i-linked?
The typical users of the platform include Insurance Brokers, Managing General Agents, Insurance Agents, Wholesalers, PEOs, and Insurance Carriers.
Does i-linked have a mobile app?
No, i-linked does not provide a mobile app.
What is the i-linked price?
i-linked pricing plans start at $24/month. Users can reach out for a customized quote based on their business needs.
What level of support does i-linked offer?
The vendor provides support through a contact page to set up appointments with potential customers.
What other apps does i-linked integrate with?
The official website does not provide specific information about integrations for i-linked.