OneLink Overview

OneLink is a specialized insurance agency software designed to streamline operations and enhance client management for insurance professionals. This comprehensive platform offers tools for managing policies, claims, and customer interactions, enabling agencies to operate efficiently. With its user-friendly interface, OneLink allows agents to track client information, process claims, and generate reports with ease. The software features robust compliance management tools, ensuring that agencies adhere to industry regulations. OneLink supports integration with various financial systems, enhancing overall operational efficiency. By adopting OneLink, insurance agencies can improve client service, optimize workflow processes, and drive business growth.

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OneLink Screenshot & Video

Contact Details

  • Vendor Name Intruity
  • Founded 2008
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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OneLink Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

OneLink Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

OneLink Business

$74.95 Per User

OneLink FAQs

OneLink is a specialized insurance agency software designed to streamline operations and enhance client management for insurance professionals. This comprehensive platform offers tools for managing policies, claims, and customer interactions, enabling agencies to operate efficiently. With its user-friendly interface, OneLink allows agents to track client information, process claims, and generate reports with ease. The software features robust compliance management tools, ensuring that agencies adhere to industry regulations. OneLink supports integration with various financial systems, enhancing overall operational efficiency. By adopting OneLink, insurance agencies can improve client service, optimize workflow processes, and drive business growth.

  • No, OneLink does not offer a free version.

  • Yes, OneLink offers a free trial.

  • No, Credit Card details are not required for the OneLink trial.

  • OneLink offers the following pricing plans & packages:

    OneLink Business

    $74.95 Per User

  • OneLink supports the following payment frequencies:

    • Monthly Subscription

  • No, OneLink does not offer an API.

  • OneLink offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • OneLink offers training with the following options:
    • Live Online , Webinar , Documentation

  • OneLink supports the following languages:
    • English

  • Following are the typical users of the OneLink:
    • Self-Employed , Small-Business , Midsize-Business

  • OneLink supports the following deployment:
    • Cloud Hosted , On-Premise

  • OneLink supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows