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.
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
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.
See How It WorksThe 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.
See How It WorksCentralized 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.
See How It WorksGraphical 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.
See How It WorksThe 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.
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