These broker CRM features bring relationships, portfolio and South African regulatory work under one login — each module purpose-built for how brokers actually work.
The people side of the book — employer groups, contacts, and every interaction, kept in one place.
Every employer client carries its scheme details, the people you deal with, and a full engagement history — so anyone on the team can pick up the relationship without digging.
Log calls, emails and meetings against the client. Use meeting templates for reviews, capture notes, and keep an audit trail you can stand behind.
Email clients straight from EBlink using saved templates.
A single, ordered view of what’s been said and sent.
Every person across every client, filterable in seconds.
The commercial engine of the practice: what you’ve placed, what’s renewing, and what it earns.
Group life, disability, medical aid, retirement funds and more — each with premium, provider, policy number, commission and status, tied to the employer group it belongs to.
A live pipeline ordered by what’s next, with each renewal’s stage, insurer and premium. Advance it as you work, and keep a 90-day forward view of pipeline value.
Recurring premium and commission across the book — by product and by insurer.
Reviews, FNAs and deliverables surfaced before they slip.
Client portfolio summaries and product reports, export-ready.
Not a bolt-on — a full regulatory suite built around FSCA obligations and POPIA.
A single compliance dashboard shows FAIS obligations, outstanding CDD and active Section 14 transfers — with overdue counts so nothing hides until it’s late.
Licence status and renewal dates always in view.
Client due-diligence records tracked per employer group.
Transfers followed stage by stage, most urgent first.
Log activities and hours, with principal approval built in.
Scheme accreditations recorded and kept current.
Distribution obligations surfaced before they’re overdue.
Dashboards, alerts, import and an AI assistant that reads your book — so the work finds you.
Abby is your built-in AI assistant. Ask about renewals, clients or compliance in plain language and get an answer drawn from your own data — always inside the role limits you set.
Active clients, recurring revenue, renewals and compliance — the whole practice in one glance.
In-app alerts for what needs attention, plus an email digest so nothing slips.
Bring your book across in an afternoon, with a preview and error check before it lands.
Every plan includes the core practice. Revenue is the line most brokers upgrade for.
People see only the data their role allows — and the sensitive lines stay sensitive.
Principals see the whole book; consultants see only their own clients. Revenue is a role you grant, not a default.
Personal information is scoped to who needs it, with access controls designed around South African data rules.
Import brings your book in clean and structured; export takes reports out as branded PDFs whenever you need them.
Four do most of the work: one record per employer group, a renewal pipeline with a 90-day forward view, a Revenue view of premium and commission, and a compliance suite for FAIS, CDD/FICA, Section 14 and CPD.
Everything else in EBlink, from client messaging to PDF reports, builds on those four. Our guide to choosing employee benefits broker software covers what to look for in each.
Yes. The regulatory suite tracks FAIS licence conditions, CDD/FICA verification, Section 14 transfers, Section 37C matters, CPD hours and accreditations, with deadlines ordered most urgent first.
For the underlying conduct standards, see the Financial Sector Conduct Authority (FSCA), and for practical tips read employee benefits compliance in South Africa.
Every policy moves through upcoming, in progress, confirmed or not renewing, ordered by what is due next, with pipeline value totalled for the next 90 days. Read more about employee benefits renewal management.
Yes. Access is role-based: principals see the whole practice, consultants see their own clients, and the Revenue view is visible only to the roles you choose. The Revenue view is included from the Standard plan up.
Abby answers plain-language questions about your book, such as which renewals are due this month or which group risk policies need review, and surfaces the client, policy and date you need. Abby respects roles, so people only see answers from data they can already access.
The core practice is in every plan: clients, policies, renewals, the full regulatory suite, messaging, reports and Abby. Seats, client limits and the Revenue view are what change between plans.
See the breakdown on our broker CRM pricing page, or start your free 30-day trial.
Yes. CSV import brings clients, contacts and policies across with a preview and error check, so most practices are live in an afternoon. Our broker CRM onboarding team can help map larger books.
Start free for 30 days. Import your clients, invite your team, and let EBlink surface the rest.
