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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transform your raw business data into impactful insights that reveal how well your organization is performing. Utilize the pioneering insurance data analytics solution designed exclusively for your needs, which provides access to various analytical levels on crucial performance indicators pertaining to your agency's business portfolio, workforce efficiency, and insurer partnerships. With the user-friendly visual interface of Applied Analytics™, you can derive powerful graphical insights from the data within your current management system, ultimately enhancing employee productivity and fostering more lucrative relationships with both clients and insurers. Additionally, gain a comprehensive overview of your internal operations through key performance metrics that reflect employee performance trends, success rates, and progress towards set objectives. By scrutinizing essential business KPIs and tracking client portfolio growth, you can not only maintain existing revenue from clients but also explore new avenues for generating additional income. This holistic approach empowers businesses to make informed decisions that can lead to sustained growth and improved operational effectiveness.

Description

OneLink was designed specifically for agency owners, emerging from the need for a more sophisticated and comprehensive technological foundation in the insurance sector. As a frontrunner in the industry, OneLink offers a holistic and versatile solution that empowers you to take full control of your agency. With its user-friendly interface, you can effortlessly establish hierarchies and manage user permissions. Additionally, it allows you to monitor prospective clients alongside repeat business, enabling you to identify fresh opportunities for expanding your insurance offerings, all within a single platform. The system simplifies payment tracking and commission processing, accommodating both manual and automated methods while offering extensive customization options. Furthermore, OneLink produces a variety of reports that include production metrics, policy overviews, call performance evaluations, and commission tracking, delivering this information almost instantaneously. We understand that the insurance sector necessitates specialized functionalities for effective lead management, which is why OneLink incorporates ForcedLead technology to ensure your agency benefits from up-to-date contact opportunities. Overall, OneLink is designed to enhance efficiency and streamline operations, making it an invaluable tool for any insurance agency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Formstack Sign Yes 
LexisNexis Risk Solutions Yes 
Twilio Yes 
ePayPolicy Yes 

Integrations

Docusign No 
Formstack Sign No 
LexisNexis Risk Solutions No 
Twilio No 
ePayPolicy No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www1.appliedsystems.com/en-us/solutions/for-agents/data-analytics/applied-analytics/

Vendor Details

Company Name

Intruity

Founded

2008

Country

United States

Website

onelink.intruity.com

Product Features

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

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