About OneLink

OneLink is an 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 statistic...


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5 Reviews of OneLink

Average User Ratings

Overall

4.2 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

4.0

Functionality

3.5

Ratings Snapshot

5 stars

(4)

4

4 stars

(0)

0

3 stars

(0)

0

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 5 of 5 results

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March 2018

User Profile Picture

Natalie from First Family Insurance

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

August 2017

Brad from State Farm Insurance - Colorado Springs

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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.

July 2017

AMy from Moore Insurance Agency, Inc.

Company Size: 1 employee

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

July 2017

Awful company to work with!

aggravation dealing with this company. They do not call you back and the employees play games!

Cons

It didn't fit my needs, It took 3 months for them to finally cancel my contract, which they kept charging my credit card. I have been trying to get my refund back, they keep playing games and no one will call me back. Very disappointed in this company, wouldn't recommend this company!

May 2016

Harly from Sushil Enterprises Inc.

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

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.

Response from Intruity

Replied May 2016

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.

October 2012

Joe from Confidential

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

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.