OneLink

OneLink is a customer relationship management platform from Intruity designed specifically for agencies and agents selling health, life and Medicare insurance. Generic CRM systems often require extensive customisation to reflect the realities of insurance sales, such as tracking policies across multiple carriers, monitoring enrolment periods, managing compliance requirements and calculating commissions. OneLink is built around these needs, providing a single platform where agencies can manage leads, clients, policies and teams, with the aim of improving conversion rates, customer retention and operational oversight. Its focus on senior market and health insurance distribution makes it particularly relevant to organisations operating under Medicare marketing regulations.

Lead management features capture and distribute leads from multiple sources, track their progress through sales stages and support follow-up through tasks, reminders and communication tools. Policy tracking records applications, carriers, products, effective dates and status, giving agents a complete view of each client's coverage and highlighting renewal and cross-selling opportunities. Team management tools allow agency leaders to assign leads, monitor agent activity and measure performance through dashboards and reports on conversions, production and retention. Automated workflows and communication templates help agents maintain consistent contact with clients, which supports retention during annual enrolment periods. Commission tracking and reporting assist with reconciling carrier payments and understanding revenue by agent or product. Compliance-oriented features, such as documentation of scope of appointment and call recording integrations in some configurations, support adherence to Medicare marketing rules. Integrations with dialers, quoting tools and other systems help connect OneLink with the wider sales technology stack. The platform is aimed at independent agents, call centres, field marketing organisations and agencies of varying sizes in the United States health, life and Medicare markets. Pricing starts from around USD 74.95, with a free trial available; there is no permanently free version.