OneLink

RATING:

5.0

(5)
Overview

About OneLink

OneLink is a Health, Life & Medicare agency management solution that helps businesses in healthcare, finance, insurance and other industries manage customer communication, retentions, conversions and more. Its lead management functionality lets supervisors assign leads to agents, add reference notes and organize lead data. OneLink enables administrators to create custom rules for different vendors, calculate and track agent commissions and monitor payouts using the integrated commission management functionality. It offers various features such as user access, client communication tracking, policy management and more. Additionally, managers can generate reports to gain visibility into metrics related to the performance of call campaigns, lead sources, and policy purchas...

OneLink Pricing

Please contact Intruity directly for pricing details.

Starting price: 

$74.95 per month

Free trial: 

Available

Free version: 

Not Available

Your central hub for business management. Displays real-time tasks, reports, and call logs. Fully customizable to suit your specific needs, enhancing overall efficiency.
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OneLink Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for OneLink

5 Reviews

User Profile

Natalie

Verified reviewer

Insurance, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

Agency Intel has extensive contribution towards person sales goals and achievement

PROS

High functioning features allowing for simplicity and accessibility from any location. Customer services is attentive and efficient

George

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Overall Great Product

PROS

OneLink assists our day to day. It helped us scale our business by tracking leads and customers with in depth reporting. We were able to customize it to our sales flow from lead to customer. They assigned us an account manager that helped us through our onboarding to setting up commissions.

CONS

When you sign up and open the settings as an administrator it can be bit overwhelming. They have a lot of settings that can be changed.

Reasons for switching to OneLink

I switched from agencybloc based on the price and being able to run commissions and other features.

Brad

Insurance, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2017

Comprehensive product that delivers what you need intuitively

Everything you need is on one program.

PROS

This software was designed for the end user in mind. No learning curve if you have a basic understanding of SAS systems.

CONS

Feedback from the Customer Support could have been faster and more complete. They need to provide a little more assistance in that area but not really needed with this package.

Harly

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed May 2016

Fast, and comprehensive software that puts everything at your fingertips.

Pros. The lead system has the ability to import leads from several different sources and keeps them all cycling through with an autodialer system. I have seen other agency software products and so far nothing compares to AgencyIntel. One of my favorite features besides the autodialing lead system, would be the reports function. The ability to generate simple to complex reports about your business and its performance in an instant is a priceless feature. Another great feature is that if you have a suggestion about something that may improve the software or end user experience, the developers and customer service staff will gladly take those suggestions to the development team for feedback. Not every system is perfect and AgencyIntel is always improving and evolving as the insurance industry does. Cons. None, any suggestions or improvements are accepted with open arms or are already being worked on.

Vendor Response

We appreciate the kind words and loyal customers like Sushil Enterprises Inc. Thank you for your years of business and we look forward to a continued relationship as the software evolves.

Replied May 2016

Joe

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed October 2012

Best of Both Worlds

I have used many different CRM's across my career. This one takes some of the best parts from different ones, and blends them together in an easy to use package. To my knowledge, there isn't a better way to manage your leads, clients and commissions in one system!

PROS

The ease of use for the end user is incredible. An agent can be taught the lead system in 30 minutes to an hour. The commission program is very comprehensive. Tech support is generally quick to respond.

CONS

Would like to see a new lead notification.

5 Reviews