EBlink is the employee benefits CRM South African brokers have been waiting for — track employer clients, group policies, renewals, revenue and compliance without losing a single thing.
● No setup fee · cancel anytime · POPIA-aware by design
A benefits book lives in scattered files, inboxes and memory. One missed renewal or compliance date can undo a year of trust. EBlink puts it all in one system of record.
The same data, viewed the way each moment needs it — overview, pipeline, revenue and compliance.
Six modules that map to how an employee-benefits practice really runs — not a generic CRM bent to fit.
Every employer group with its contacts, scheme details and full engagement history in a single, searchable record.
Group life, disability, medical aid, retirement funds — premiums, commissions and status visible at a glance.
See what’s due, which stage each renewal sits at, and never let a policy lapse unnoticed again.
FAIS, Section 37C, FNA, CPD and CDD/FICA — due dates surfaced before they turn into a problem.
Email clients from templates, log every send and keep a clean, auditable communication trail.
Recurring premium and commission across your book — visible only to the roles you choose to grant.
Relationships, portfolio and regulatory — the full workspace your team logs into each day.
A kanban view of your whole book, ordered by what’s next. Advance a renewal through the stages, log the outcome, and keep the premium on the books.
FAIS licence, CDD/FICA, Section 14 transfers, CPD hours and scheme accreditations — each with its own tracker, its own deadlines, and clear status you can act on.
Ask Abby, your built-in AI assistant, about renewals, clients and compliance in plain language. She reads your practice data so you get answers, not another screen to search.
No lengthy onboarding. Bring your book, set your team, and let EBlink surface the rest.
Import your clients and policies from a CSV, or add them as you go. Your data arrives structured and searchable.
Invite colleagues with the right role — principals see everything, consultants only their own clients.
Renewals and compliance surface automatically, so nothing slips while you focus on advice.
EBlink is designed around the obligations SA benefits brokers actually carry — not a US CRM with a compliance bolt-on. The rules are baked in, the deadlines are watched.
Every plan starts with a free 30-day trial. Prices in South African Rand.
One member, up to 30 clients. Consultant access.
One member, unlimited clients, includes Revenue view.
Three seats for a small team.
Six seats — one of them free.
From 8 seats, priced per seat with a tiered discount: 10% from 8, 15% from 15, 20% from 30.
One member, up to 30 clients. Consultant access.
One member, unlimited clients, includes Revenue view.
Three seats for a small team.
Six seats — one of them free.
From 8 seats, priced per seat with a tiered discount: 10% from 8, 15% from 15, 20% from 30.
Illustrative scenarios showing where EBlink earns its keep in a benefits practice.
“The renewal pipeline alone changed how we run. We stopped chasing dates in spreadsheets and started seeing the whole book at once.”
“Compliance used to live in my head. Now FAIS, CPD and Section 37C dates surface before they’re a problem — that peace of mind is worth it.”
“Onboarding was one afternoon. We imported the book from a CSV, set roles for the team, and were live the same day.”
Yes. EBlink is purpose-built for South African employee-benefits practices. The compliance trackers cover FAIS, CDD/FICA, Section 14 and Section 37C, and the whole product is POPIA-aware, with role-based access so people only see the data they should.
Import your book from a CSV and EBlink structures it into clients, contacts and policies — or add records as you go. Most practices are live within an afternoon.
You choose. Revenue is a role you grant. Principals can see recurring premium and commission across the book, while consultants can be limited to their own clients without any revenue view.
Every plan starts with a 30-day free trial so you can bring your book and see the value first. You can change plans or cancel at any time — there’s no setup fee and no long lock-in.
Yes. Practice plans come with three, six or eight-plus seats, each with its own role. Invite your colleagues, set who sees what, and run the whole team from one system of record.
An employee benefits CRM is a client management system built around employer groups rather than individual leads. It keeps each employer’s contacts, group policies, renewal dates, commission and compliance records together, so a benefits practice sees its whole book in one place.
EBlink is an employee benefits CRM built for South African brokers. See the full list of broker CRM features, or read why benefits brokers need a CRM in 2026.
Generic CRMs are designed for one-off sales pipelines. A benefits book works differently: one employer can hold group risk, medical aid, gap cover and a retirement fund, each renewing on its own date.
EBlink models that structure from day one and adds the South African regulatory trackers brokers need every year, so there are no custom fields or workarounds to maintain. Our guide to ditching spreadsheets for a broker CRM explains the difference in practice.
EBlink tracks the dates and records behind your obligations: FAIS licence conditions, CDD/FICA verification, Section 14 transfers, Section 37C matters and CPD hours, with every deadline surfaced most urgent first.
It is a tracking tool rather than compliance advice, so confirm specific requirements with your compliance officer and the Financial Sector Conduct Authority (FSCA). For practical tips, see employee benefits compliance in South Africa.
Plans are priced in Rand and start at R899 a month for a single adviser, or R749 a month billed annually. Team plans start at R1,999 a month for three seats. Every plan includes a 30-day free trial of the full product and there is no setup fee.
Compare every option on our broker CRM pricing page.
Most practices are live within an afternoon. Import clients, contacts and policies from CSV with a preview and error check, then invite your team with the right roles.
If you would like a hand, our broker CRM onboarding team maps your data with you.
Start free for 30 days. Bring your book, invite your team, and see every renewal coming.
