# OneLink Software Reviews, Demo & Pricing - 2026

> Review of OneLink Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/insurance/agencyintel-profile

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OneLink

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Overview

# OneLink 2026: Benefits, Features & Pricing

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
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

OneLink

5.0

[(5)](https://www.softwareadvice.com/insurance/agencyintel-profile/#reviews)

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.

Wondering if OneLink is right for your organization?

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

## OneLink User Interface

## Popular OneLink Alternatives

Main Product

OneLink

5.0

[(5)](https://www.softwareadvice.com/insurance/agencyintel-profile/#reviews)

Ratings Breakdown

-   5.0Ease of use
-   5.0Value for money
-   4.80Customer support
-   5.0Functionality

Pricing

Starting at $74.95 per month

Get Price

Alternative Product

[Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/)

4.7

[(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/)

Ratings Breakdown

-   4.74Ease of use
-   4.74Value for money
-   4.88Customer support
-   4.62Functionality

Pricing

Starting at $50.00 per month

Get Price

Alternative Product

[ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/)

4.9

[(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/)

Ratings Breakdown

-   4.90Ease of use
-   4.77Value for money
-   4.83Customer support
-   4.77Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/)

3.7

[(74)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/)

Ratings Breakdown

-   3.66Ease of use
-   3.37Value for money
-   3.31Customer support
-   3.35Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Macaw](https://www.softwareadvice.com/product/266247-Macaw/)

3.6

[(22)](https://www.softwareadvice.com/product/266247-Macaw/#reviews)

Ratings Breakdown

-   3.23Ease of use
-   3.60Value for money
-   3.57Customer support
-   3.18Functionality

Pricing

Available upon request

Get Price

Alternative Product

[NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/)

4.8

[(150)](https://www.softwareadvice.com/insurance/nowcerts-profile/reviews/)

Ratings Breakdown

-   4.68Ease of use
-   4.91Value for money
-   4.90Customer support
-   4.70Functionality

Pricing

Starting at $99.00 per month

Get Price

## 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

Read More

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

5

100%

4

0%

3

0%

2

0%

1

0%

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

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

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

Read More

GA

George A.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2023

Overall Great Product

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

BW

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

5

Everything you need is on one program.

Ratings Breakdown

5

Ease of use

5

Value for money

4

Customer support

5

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.

Read More

HS

Harly S.

Used unspecified for unspecified

Review source

Reviewed May 2016

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

5

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

5

Ease of use

5

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

Read More

JC

Joe C.

Used unspecified for unspecified

Review source

Reviewed October 2012

Best of Both Worlds

5

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

5

Ease of use

5

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.

Read More

Showing 1 - 5 of 5 Reviews

## OneLink Popular Comparisons

[Jenesis Software vs OneLink](https://www.softwareadvice.com/insurance/agencyintel-profile/vs/jenesis-agency-management/)

## Other Top Recommended Insurance Software

[EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/)

**3.7** (74)

Recently recommended **4** times

[Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/)

**4.7** (284)

Recently recommended **3** times

[Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/)

**4.2** (141)

Recently recommended **3** times

[Macaw](https://www.softwareadvice.com/product/266247-Macaw/)

**3.6** (22)

Recently recommended **3** times

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