Practical, hands-on services designed for South African employee-benefits practices.
Data migration
We help map and import your existing spreadsheets — clients, contacts and policies — cleanly into EBlink, with a preview and error check before anything lands.
Onboarding & setup
Product types, renewal stages, roles and templates configured to match how your practice runs — so day one already feels like yours.
Team training
Short, role-based sessions for principals and consultants, so everyone knows exactly what they can see and do from the start.
Compliance setup
Your FAIS, CDD/FICA, Section 14 and CPD trackers configured with the right dates and obligations for your book.
Reporting help
Get the client and product reports your practice needs, exported as branded PDFs you can send with confidence.
Ongoing support
Email support for every plan, with priority response for larger practices — real answers from people who know benefits.
— How onboarding works —
From spreadsheet to system in an afternoon.
A simple path, whether you’re one adviser or a full team.
01
Day one
Bring your book
Import from CSV or add records as you go. Your data arrives structured, searchable and tied to the right employer group.
02
Same week
Set your team
Invite colleagues with the right role, configure product types and renewal stages, and switch on the trackers you need.
03
Ongoing
Stay ahead
Renewals and compliance surface automatically. We stay reachable whenever a question comes up.
— Who we serve —
Built for every size of practice.
Individual advisers
One membership, your whole book. Start on Basic or Standard and keep everything — clients, renewals, compliance — in one place.