Employee benefits · South Africa

Your whole book of business, held in one place.

EBlink is the CRM built for benefits brokers — track employer clients, policies, renewals and compliance without losing a thing, all POPIA-aware.

30-day trial · card secured for a seamless start · cancel anytime
FAIS
compliance-aware
POPIA
data scoping built in
1 place
clients · policies · renewals
What's inside

Everything a broker tracks, nothing they don't.

Purpose-built for employee-benefits practices — not a generic CRM bent to fit.

Employer clients

Every employer group with its contacts, scheme details, and full engagement history in one record.

Policies & products

Group life, disability, medical aid, retirement funds — premiums, commissions and status at a glance.

Renewal pipeline

See what's due, what stage each renewal is at, and never let a policy lapse unnoticed.

Compliance tracking

FAIS, Section 37C, FNA — due dates surfaced before they become a problem.

Client messaging

Email clients from templates, log every send, and keep a clean communication trail.

Revenue at a glance

Recurring premium and commission across your book — for the roles you choose to grant.

Up and running fast

From spreadsheet to system in an afternoon.

STEP 01

Bring your book

Import your clients and policies from a CSV, or add them as you go. Your data, structured.

STEP 02

Set your team

Invite colleagues with the right role — principals see all, consultants only their own clients.

STEP 03

Stay ahead

Renewals and compliance surface automatically, so nothing slips while you focus on advice.

Pricing

Priced for your practice.

Every plan starts with a free trial. Prices in South African Rand.

Individual advisers
Basic
One seat. Up to 30 clients. Revenue view not included.
R 899/mo R 749/mo
billed monthly billed annually (R 8,990/yr)
  • ✓ 1 seat
  • ✓ 30 clients
  • ✕ Revenue view
  • ✓ 30-day free trial
Single user account
Start free trial
Most popular
Standard
One seat, unlimited clients, full revenue view.
R 1,099/mo R 916/mo
billed monthly billed annually (R 10,990/yr)
  • ✓ 1 seat
  • ✓ Unlimited clients
  • ✓ Revenue view
  • ✓ 30-day free trial
Single user account
Start free trial
Practices & teams
Small Practice
Three seats, unlimited clients, full revenue view.
R 1,999/mo R 1,666/mo
billed monthly billed annually (R 19,990/yr)
  • ✓ 3 seats
  • ✓ Unlimited clients
  • ✓ Revenue view
  • ✓ 30-day free trial
Fixed 3-seat team
Start free trial
Medium Practice
Six seats (one free), unlimited clients, full revenue view.
R 4,495/mo R 3,746/mo
billed monthly billed annually (R 44,950/yr)
  • ✓ 6 seats
  • ✓ Unlimited clients
  • ✓ Revenue view
  • ✓ 30-day free trial
Need a 7th seat? R 5,394/mo R 4,495/mo
Start free trial
Large Practice
From 8 seats, priced per seat with a tiered discount: 10% from 8, 15% from 15, 20% from 30.
R 6,473/mo R 5,394/mo
billed monthly billed annually (R 64,730/yr)
  • ✓ 8 seats or more
  • ✓ Unlimited clients
  • ✓ Revenue view
  • ✓ 30-day free trial
Start free trial

All prices exclude VAT where applicable. Change or cancel anytime.

Give your practice its system of record.

Start free for 30 days. Bring your book, invite your team, and see every renewal coming.

Start free trial