By Vertafore
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Contact Management
As reported in 38 BenefitPoint reviews.
Storing and organizing client contact information
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal
Reporting & Dashboards
This feature was mentioned in 37 BenefitPoint reviews.
Compiling visual representations of various types of data
Task Management
As reported in 37 BenefitPoint reviews.
Assigning tasks to employees in order to organize and track productivity
Claims Management
This feature was mentioned in 34 BenefitPoint reviews.
Organizing and processing customers' insurance claims
Policy Management
Maintaining policy and customer information