Linked.Exchange Information

Linked.Exchange provides custom technology solutions that enable agencies, carriers and other partners to grow their distribution and books of business. Our proprietary platform is focused on enrollment and data management for both group and individual direct-bill products. Our cloud-based system is customizable for a white label solution that is unique to each organization. KEY SYSTEM FEATURES: User access levels for MGA, GA, broker, producer, HR, employee or carriers give visibility, tracking and management of key information across multiple clients, platforms and offices. Our system can serve as the primary enrollment platform for core plus voluntary plans, or if other platforms are being used, it can act as a central data hub to aggregate client, employee, enrollment and carrier data. The system’s dynamic functionality handles GI or EOI underwriting, rates and enrollment of complex products such as permanent life, critical illness, disability and more. Billing functionality tracks premiums for all carriers within a group by pay frequency, product or time period for accurate invoicing of voluntary worksite products.