Broker CRM onboarding, done with you. EBlink isn’t just software — it’s the onboarding, migration and support that turn a scattered book into a running system, fast.
Practical, hands-on broker CRM onboarding services designed for South African employee-benefits practices.
We help map and import your existing spreadsheets — clients, contacts and policies — cleanly into EBlink, with a preview and error check before anything lands.
Product types, renewal stages, roles and templates configured to match how your practice runs — so day one already feels like yours.
Short, role-based sessions for principals and consultants, so everyone knows exactly what they can see and do from the start.
Your FAIS, CDD/FICA, Section 14 and CPD trackers configured with the right dates and obligations for your book.
Get the client and product reports your practice needs, exported as branded PDFs you can send with confidence.
Email support for every plan, with priority response for larger practices — real answers from people who know benefits.
A simple path, whether you’re one adviser or a full team.
Import from CSV or add records as you go. Your data arrives structured, searchable and tied to the right employer group.
Invite colleagues with the right role, configure product types and renewal stages, and switch on the trackers you need.
Renewals and compliance surface automatically. We stay reachable whenever a question comes up.
One membership, your whole book. Start on Basic or Standard and keep everything — clients, renewals, compliance — in one place.
Three to six seats with role-based access — principals see all, consultants see their own clients, revenue stays where it should.
Eight or more seats, priced per seat, with priority support and the full team workspace to run a serious book of business.
Six things: data migration from your spreadsheets, setup of product types, renewal stages, roles and templates, short role-based team training, compliance tracker configuration, help with your first reports, and ongoing email support.
Export your client, contact and policy sheets to CSV and the EBlink importer maps each column to the right field. You see a preview and an error check before anything is saved, so duplicates and gaps are fixed up front.
If your data sits across several files, we help combine it into one clean structure, with every policy tied to the right employer group. Our guide to employee benefits broker data management has more tips.
Most practices bring their book across in an afternoon and have the team set up within the same week. Renewals and compliance dates start surfacing automatically from day one.
Yes. Your FAIS, CDD/FICA, Section 14 and CPD trackers are configured with the right dates and obligations for your book. For the regulatory background, see the Financial Sector Conduct Authority (FSCA).
Once your book is in EBlink, each new employer group gets its own record from day one. Our checklist for employee benefits client onboarding in South Africa walks through the steps.
Yes. Training is short and role-based: principals learn the dashboard, Revenue view and reports, while consultants learn the client record, renewal pipeline and compliance trackers.
Every plan includes email support from people who understand benefits, with priority response for larger practices. Compare plans on our broker CRM pricing page or explore the broker CRM features.
