Features & Quick Stats
Key Features
- Unified CRM and lead management with integrated client lifecycle tracking from prospect to customer
- Automated call workflows and predictive dialing for outbound engagement and lead follow-up
- Built-in commission tracking with reporting, invoicing, and chargeback monitoring
- Email and SMS communication tools with templates and campaign automation
- Real-time dashboards for tasks, performance, and sales activity reporting
- Open API support for data integration and system connectivity
Core Business
Intruity provides an all-in-one business operations platform centered on CRM, call automation, and agency management. Its core focus is helping insurance and sales-driven teams manage leads, automate outreach, track commissions, and improve internal visibility through centralized workflows and reporting tools. Intruity Corporation.
How OneLink Helps Independent Agents & Brokers
OneLink helps independent insurance agencies and sales teams reduce manual workload by consolidating lead management, communications, and commission tracking into a single system. It supports more consistent follow-up, clearer visibility into pipeline activity, and streamlined team coordination across remote or distributed teams.
Integrations
RIPPLE telephone system
Partnerships
ACORD and NIPR