OneLink 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if OneLink is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

OneLink

5.0

(5)

Pricing

Starting at $74.95 per month

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 purchase via statistics and analytics.

The customer relationship management (CRM) system in OneLink allows teams to capture and store client name, addresses, income, policies and other information. It is available on monthly subscriptions and support is provided via phone, email and other online measures.

OneLink Screenshots

OneLink Pricing and Plans

Starting price: $74.95 per month

Free Trial

Free Version

OneLink Business

$74.95

per user, per month

Plan includes:

View Assigned Task
View Commission Statements
Open API Integration
Create Lead & Dialing Campaign
Vendor & Product Management
Create Access Roles
Includes CRM and Lead System
Associate Management
Unique Predictive Dialer
Automated Dialing

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

OneLink Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of OneLink
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Calendar Management
Calendar/Reminder System
Client Management
Commission Calculations
Commission Management
Configurable Workflow
Contact Database
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Email Management
Email Marketing
Email Templates
Forecasting
For Insurance Industry
Forms Management
Insurance Management
Insurance Policy Management
Interaction Tracking
Invoice Management
Lead Capture
Lead Management
Life & Health
Marketing Automation
Mobile Access
Monitoring
Pipeline Management
Real-Time Reporting
Referral Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Sales Activity Management
Sales Pipeline Management
Sales Reports
Search/Filter
SSL Security
Status Tracking
Task Management
Task Scheduling
Template Management
Third-Party Integrations
User Management

OneLink User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

4.8

Functionality

5.0

Have you used OneLink and would like to share your experience with others?

Natalie C.

Verified reviewer

Insurance

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed March 2018

Agency Intel has extensive contribution towards person sales goals and achievement

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

George A.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2023

Overall Great Product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 W.

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2017

Comprehensive product that delivers what you need intuitively

Everything you need is on one program.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 S.

Used unspecified for unspecified

Review source

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.

Ratings Breakdown

Ease of use

Customer support

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 C.

Used unspecified for unspecified

Review source

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!

Ratings Breakdown

Ease of use

Customer support

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.

Showing 1 - 5 of 5 Reviews