— Services —

We get your practice live and confident.

EBlink isn’t just software — it’s the onboarding, migration and support that turn a scattered book into a running system, fast.

— What we help with —

Everything around going live.

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.

Small teams

Three to six seats with role-based access — principals see all, consultants see their own clients, revenue stays where it should.

Large practices

Eight or more seats, priced per seat, with priority support and the full team workspace to run a serious book of business.

Not sure where to start?

Book a short walkthrough and we’ll map your book to EBlink together.