About EBlink CRM: EBlink wasn’t dreamed up in a boardroom. It was built by a practising CFP® who got tired of watching good consultants lose deals to bad systems.
Founder, EBlink · Employee-benefits consultant
I’ve spent over 15 years in financial services — the last 7+ of them deep in employer benefits consulting. Retirement funds, group risk, medical aid, and the whole compliance load that comes with managing a book of employer group clients.
I built EBlink because I got tired of watching good consultants — including myself — lose time and lose deals to the same problem: not bad advice, but bad systems for managing it.
Retail CRMs weren’t built for this job. A single employer group is a retirement fund renewal, a group risk review, a medical aid accreditation check, and three regulatory deadlines — all on separate clocks, all under one client.
So EB consultants end up running their practice on spreadsheets, sticky notes, and memory. Renewal dates get missed. FAIS and FICA documentation gets chased down the week before an audit instead of tracked the whole year. CPD hours get logged in a panic before the end-of-May deadline.
None of this is because consultants are careless — it’s because no tool was ever built to hold the actual shape of this work.
Not a general CRM with insurance fields bolted on. A CRM and compliance platform built from the ground up around one job.
every deadline surfaced before it becomes a crisis
I’m still practising. Every feature in EBlink exists because I needed it, or because a colleague described a gap that nearly cost them a client.
This isn’t a theoretical product built by people who’ve never sat across from a principal officer during renewal season. It’s the tool I built for my own practice first.
Four commitments shape every release, because they are what a benefits practice needs from the system that runs its book.
One client is never one relationship, so the employer group sits at the centre of every record, with each product on its own clock.
FAIS, FICA, Section 14 and CPD are tracked all year, not chased the week before an audit.
No setup fee, no feature paywalls on the essentials, and you can change or cancel anytime.
Role-based access and POPIA-aware data scoping from day one, so people only see what they should.
EBlink was built by Jose Joseph, a CFP® professional with more than 15 years in financial services and over 7 years in employer benefits consulting. He still practises, so feedback from real renewal seasons shapes every release.
Individual advisers, small teams and larger practices that advise employers on retirement funds, group risk and medical aid. If you manage a book of employer groups under a FAIS licence, it was built for you. Read our practice management tips for benefits brokers.
EBlink is based in Cape Town and built specifically for the South African market, including FAIS, FICA, Section 14, CPD and POPIA requirements.
EBlink is a fully working product, so the best way to see it is to use it: start your free 30-day trial and bring your own book. Questions first? Contact the EBlink team.
By someone solving it for their own practice first. Start free for 30 days and bring your own book.
