--- title: BenefitPoint Reviews meta_title: 'BenefitPoint Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 115 reviews by the users' company size, role or industry to find out how BenefitPoint works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 115 scale: '5' date_modified: '2026-06-26' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # BenefitPoint Reviews **Vendor:** Vertafore **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.2/5.0 **Total Reviews:** 115 ## About BenefitPoint BenefitPoint® is the management system designed for independent insurance agencies that manage employee benefits portfolios. The solution streamlines processes with enhanced workflows, improves revenue accuracy through precise financial tracking and reconciliation, and empowers agencies with data-driven insights. BenefitPoint is also a key solution in AgencyOne®, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one user interface, so you can log into your favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across the platform. Throughout the industry, benefits-focused brokers and independent agencies leverage BenefitPoint to manage their business end-to-end. Here are just a few reasons users love this solution: Specialized design: BenefitPoint is built to address a benefits agency’s complex and specific needs. This purpose-built design approach ensures that users can access the tools and features that impact their daily operations. Designed with highly flexible workflows that minimize errors and oversights, the solution eliminates repetitive data entry and improves the user experience. Financial reconciliation: Benefits agencies use BenefitPoint to ensure financial accuracy by aligning estimated commission revenue with actual payments received. This process identifies and mitigates potential financial risks and provides precise financial tracking. With Revenue Tracking and Reconciliation, users can identify lost revenue by matching carrier statements with an estimated revenue. BenefitPoint users report uncovering 2-6% of lost commission earnings with this feature. Data-driven insights: Built with comprehensive analytics and reporting tools, BenefitPoint surfaces valuable and actionable data insights. This information informs decision-making and strategic planning so agencies can proactively address challenges before they become problems. Extensive integration possibilities: BenefitPoint seamlessly integrates with other agency management systems such as AMS360 and Sagitta. The integrations streamline data flow, eliminate data silos, and allow users to build the workflows that work best for them and their business. Client trust and real-time benchmarking BenefitPoint enables agencies to instantly compare and analyze their competitors' rates, plans, and coverages. Armed with this information, they can present a competitive analysis and become trusted advisors for their clients. ## BenefitPoint Pros & Cons **What users like:** - Users appreciate the **ease of use** of BenefitPoint, finding it intuitive and straightforward from the start. (18 reviews) - Users appreciate the **easy client management** in BenefitPoint, enabling streamlined operations and effective data consolidation. (6 reviews) - Users value the **effective data consolidation** in BenefitPoint, enhancing tracking and accessibility of client information. (5 reviews) - Users find the **comprehensive information** in BenefitPoint's Dashboard helpful for managing policies and client data. (4 reviews) - Users praise the **exceptional customer support** of BenefitPoint, which significantly enhances their overall experience and satisfaction. (4 reviews) - Users value the **ease of access** and helpful tools offered by BenefitPoint, enhancing overall productivity and experience. (4 reviews) - Users value the **ease of access to comprehensive reporting** , enhancing their ability to track client information effectively. (4 reviews) - Easy Access (3 reviews) - Integrations (3 reviews) - Intuitive (3 reviews) **What users dislike:** - Users find the **lack of user-friendliness** in BenefitPoint challenging, complicating navigation and template adjustments. (3 reviews) - Users find **poor reporting** in BenefitPoint, expressing frustration over incomplete information and integration challenges. (3 reviews) - Users find the **interface clunky** , making navigation and accessing forms cumbersome and inefficient for daily use. (2 reviews) - Users express frustration with the **integration issues** of BenefitPoint, which complicate connectivity with other systems. (2 reviews) - Users find **Policy Management** challenging to navigate, expressing frustration with its usability and functionality shortcomings. (2 reviews) - Users find the **navigation difficult** , citing an outdated and unintuitive UI that complicates finding key information. (2 reviews) - Access Difficulty (1 reviews) - Data Entry Issues (1 reviews) - Excessive Clicking (1 reviews) - Feature Issues (1 reviews) ## BenefitPoint Reviews ### 1. BenefitPoint Advocate **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa J. | Employee Benefits Department Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about BenefitPoint?** BenefitPoint has been a perfect tool helping me and my team manage our benefit's administration on a daily basis. I have been a part of multiple demos with other competitors, and this system's capabilities far outweigh the others. It is important to me to be able to manage our clients and track commissions and revenue in one system, as well as integrate with other workplace solutions. It is an easy system to implement and use and helps us maintain a smooth workflow. On the rare occasion we have an issue, they have a great support team that is able to get it resolved efficiently and timely. **What do you dislike about BenefitPoint?** The only downside is that we do not hit all of the markers to be able to utilize the benchmarking. That is more on us than the system. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPpoint has helped us with tracking and making sure we are receiving all compensation from our multiple carriers that we work with, as well as managing our time and workflow having everything in one system. **Official Response from Nate McKissick:** > Hi, Melissa! Thank you so much for your kind words. We're thrilled to hear that BenefitPoint works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 2. Benefit Point’s Customization Makes It Our Central Source of Information **Rating:** 5.0/5.0 stars **Reviewed by:** Adam Y. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** I love the customization of Benefit Point. Our team has taken some time recently to iron out exactly what fields we would like to add that are not standard fields, and those additional data points are making it easier to make BP our central source of information. **What do you dislike about BenefitPoint?** So far we love it, but if I had to pick something... I would say I wish every field was customizable. It's 90% customizable to our liking, but there are some additional things we would like to accompany with the standard fields and a different order we would put some questions in. **What problems is BenefitPoint solving and how is that benefiting you?** We are just starting to scratch the surface of what we are capable of with Benefit Point. We are reframing it to be our central source of information similar to how we use AMS 360 for P&C. We are also going to utilize the API to build out our own AI Assistant to cut down on research time for the team. **Official Response from Nate McKissick:** > Hello, Adam. Thanks for your review! It's great to hear that BenefitPoint is helping you streamline your information management. We're excited to hear about your plans to utilize the API and build your own AI Assistant. Please don’t hesitate to reach out if you need anything in the future! ### 3. Benefit Point Needs Better File Organization, Search, and ability to manipulate dashboard. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** It is helpful in having a quick overview of group policy information as well as group contacts. **What do you dislike about BenefitPoint?** There are unfortunately a lot of things I don't like about Benefit Point. It seems there are frequently communication error between BP and AMS 360. The file system is almost non-existent. Well it is non-existent actually. It is just a big bucket of files that you have to try to track down in hopes it fit into one of the limited categories allowed. I keep almost all my files outside of BP so they are easier to find. The search options are limited. Why would I not be able to search by a carrier name? So many times I have needed to look and see what other companies use a particular carrier and not been able to look it up. Also, we need to be able to manipulate the fields on the dashboard to fit our team structure. The notes are not intuitive. you have to go digging for them and so no one keeps them updated. There needs to be a place to keep multiple bits of information such as multiple divisions within a group and document things like that divisions pay frequency, or if the work under a different FEIN, or are located in another state, etc. On the benefit plans, I do appreciate the SBC reader, but it needs to be better about scrubbing the information from the SBC or Summary. Much of the time it just adds paragraphs of information to a cell rather than the specifics. I frequently think I wish we still had the Brokerage Builder platform we used years ago. **What problems is BenefitPoint solving and how is that benefiting you?** They are a place to store some information. And I know our corporate office uses features of it to estimate revenue pipelines. It is better than not having anything. **Official Response from Nate McKissick:** > Thank you for sharing your feedback. We're sorry to hear about the challenges you've faced with file organization, search options, and dashboard customization. Our team is always working on enhancing our software based on user input. ### 4. Keep your team on track with Benefit Point **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about BenefitPoint?** It is easy to use, it captures all of our data and can we used across our company. I like the renewal calendar to keep me on track. You can make BenefitPoint as complex or simple as you need it to be. **What do you dislike about BenefitPoint?** It can be hard to navigate between clients. I wish there was a favorite list since we have thousand and thousands of clients. It would be nice to be able to filter to you or your team. I also had the reporting. It is not easy to use. I also which would could customize it a bit more personally rather than as a company **What problems is BenefitPoint solving and how is that benefiting you?** Keeping our team on track as well as our boarder team on track with renewals. It can store information year over year which is helpful. It integrates well Perfect Quote which is really helpful. the system rarely goes down which helps. **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint! We're glad to hear that you find our product easy to use and that it captures all of your data effectively. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 5. Centralized Benefits Management with Import Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Rebecca S. **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** I like that BenefitPoint provides one place where we can see all the benefits for each of our groups and track who the contacts are. It's just good having one central location for where that information is housed, and multiple people have access to it. **What do you dislike about BenefitPoint?** I wish there was just a way to maybe import the information because it's very manual to do all of it if you're updating a bunch of clients at once, especially if a lot of the splits and stuff are the same client to client. I wish I could just import it instead of just having to click through all those prompts even if it's a prefilled option. **What problems is BenefitPoint solving and how is that benefiting you?** I use BenefitPoint for tracking benefits across companies, applying commissions, and centralizing information in one place, which multiple people can access. It simplifies seeing all benefits and contacts. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint, Rebecca! We value your opinion and strive to improve based on your suggestions. Input from customers like you helps drive our software improvements. ### 6. A Central Portal That Streamlines Cross-Department Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Carina E. | SR Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** It's a central portal for various departments to seamlessly work together to prospect + integrate virtually any LOC for their groups. **What do you dislike about BenefitPoint?** The greatest deficit is the amount of times one usually needs to sign in to remain active in the sight which is actually a very minimal issue. The other being the aggressiveness + nitpickiness of the reporting is not very user friendly and requires the user to have many trial and errors that ultimately sometimes don't find the report one is searching for. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint is always evolving and their strong partnership with R&R allows us to be at the forefront of that change. Our managers are seeing the impactful changes + onboarding educational enhancements that allow us to better serve our clients + more efficiently hone in on workflows + how BP is helping that process. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint, Carina! We're glad to hear that our product is helping streamline collaboration across departments in your business. We appreciate your review and look forward to continuing our partnership. ### 7. Improve benefits entry in BenefitPoint. **Rating:** 4.0/5.0 stars **Reviewed by:** Jose V. | EB Senior Account Representative, Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** Plans screen is very helpful! The rates and commissions screens are also helpful. **What do you dislike about BenefitPoint?** Entering the benefits and rates and commissions. It's very cumbersome to enter all the benefits, rates and commissions. It's even harder when the group is Self-Funded and entering the rates and commission on the Medical screen and Stop Loss screens. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint holds the information when creating Benefit Guides but is only as accurate as the person inputting the information. I know we have BDET entering Benefit Point know but putting the information in a form is also time consuming and cumbersome. Wish there was an easier way. **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint, Jose! We appreciate your feedback on entering benefits, rates, and commissions and will take your input into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 8. BenefitPoint Is User-Friendly and Easy to Train On **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** I appreciate that BenefitPoint is user-friendly. It’s easy to find what I need using the options available at the top of each page. The learning curve isn’t as steep as with other programs I’ve used in the past, which makes it nice and straightforward to train others on the program. **What do you dislike about BenefitPoint?** I’ve found that when I have multiple tabs open in the Splits section, things can get mixed up and it ends up adding the wrong split. That’s my main sore point. **What problems is BenefitPoint solving and how is that benefiting you?** I’ve used BenefitPoint exclusively for the past six years, and it has worked well for me. I truly believe it has saved me a lot of time over the years compared with having to track things down in my personal files or on our office’s shared drive. **Official Response from Nate McKissick:** > Thanks for your review of BenefitPoint! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback! ### 9. Useful Database for Client, Plans, and Rate Information **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan N. | Benefits Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** My team find it extremely useful to be able to upload client data to the benefitpoint database rather than having to store it in Excel spreadsheets. Being able to later download this data and transform it alllows us to make informed business decisions. Another feature that I like is the renewal / plan management features. **What do you dislike about BenefitPoint?** Although I do like the renewal and plan management features overall. It can feel a bit cumbersome navigating, you cannot open plans in a new tab which can make opening multiple plans at once a little cumbersome. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint is allowing us to store detailed client, plan, and rate information in one accessible place. Heavily reducing manual tracking and speadsheet dependency. **Official Response from Nate McKissick:** > Thank you for feedback, Ryan. Your input is essential in shaping BenefitPoint! We're glad to hear that you find our product useful for uploading and managing client data. We appreciate your feedback on the renewal and plan management features and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 10. Easy-to-Navigate Client Info Hub That Simplifies Onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Kassandra S. | Senior Account Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** It keeps all important information of clients, such as revenue, contacts, benefits information, and it's especially useful when onboarding a client. Really easy to navigate. **What do you dislike about BenefitPoint?** Under Plans, in the carrier vendor selection, not all vendors are always available. Also, changes to BP benefits and premiums don’t integrate into our benchmarking tool right away or consistently throughout the year. **What problems is BenefitPoint solving and how is that benefiting you?** It’s reliable, and the website rarely slows down. I also like being able to make updates to the client’s account in real time. **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint, Kassandra! We're glad to hear that our product is helping you keep important client information organized and easily accessible for onboarding. We're happy to be a part of your business and appreciate your feedback! ### 11. Cumbersome Interface, Data Challenges Persist **Rating:** 1.5/5.0 stars **Reviewed by:** Matt R. | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** We rely on BenefitPoint chiefly as a data store, particularly for rates, contributions, account data, and account demographic data. **What do you dislike about BenefitPoint?** We've had a tough time with the continuity at the account management level since we've had multiple executive liaisons or account managers over time. It's been a challenge to maintain a consistent relationship. Plus, the user interface is not great, and it doesn't align well with the detailed data structure we need. We often find ourselves developing workarounds. The data schemas are difficult to work with because they don't help us capture data in a meaningful way. Even with custom fields, we struggle to get the granularity we need. Additionally, the APIs are very limiting, and they don't let us extract all the necessary data in a coherent way. **What problems is BenefitPoint solving and how is that benefiting you?** I find BenefitPoint serves as our data store, providing rates and account data, though it doesn't easily capture detailed data due to challenging data schemas. **Official Response from Nate McKissick:** > Thanks for taking the time to share your thoughts, Matt. At Vertafore, we aim to provide the best possible customer experience so we are sorry to hear that you may have experienced otherwise. We take your feedback seriously and use it to make continuous improvements to our products and services. For immediate assistance, please reach out to our support team at 1.800.444.4813, and we'll work to address the situation. ### 12. Clean UI, Seamless Sync, but Needs Better Tutorials **Rating:** 4.0/5.0 stars **Reviewed by:** Dylan A. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** I like BenefitPoint's clean and pleasant user interface, which makes navigating the system a better experience. I appreciate that it syncs data with our AMS360 software, eliminating the need for double data entry. I also find the single sign-on through Vertafore very helpful as it simplifies managing identities. **What do you dislike about BenefitPoint?** As someone who wasn't formally trained on BenefitPoint, I can have a difficult time intuiting how to complete tasks. I frequently have to request help for things I feel I could figure out on my own or with a more robust knowledge base. Much of the knowledge base seems to assume proficiency with BenefitPoint. I could really use some basic tutorials to get me up to speed. **What problems is BenefitPoint solving and how is that benefiting you?** I use BenefitPoint to organize massive data amounts, its interface is pleasant, syncing with AMS360 saves duplicate inputs, and single sign-on eases identity management. **Official Response from Nate McKissick:** > Hi, Dylan! We're delighted that BenefitPoint has met your expectations. We appreciate your feedback on educational resources and will take your input into consideration for future updates. We are happy to be a part of your business, and your satisfaction is our top priority. ### 13. Powerful Features Hampered by Complicated UI **Rating:** 1.5/5.0 stars **Reviewed by:** KelseyMarie W. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about BenefitPoint?** I like the ability to have marketing groups in BenefitPoint. Since I work a lot with CalPERS, it's an easy way to apply changes across multiple accounts and only have to enter the plan once. With over 100 CalPERS clients, it allows us to enter a plan just one time instead of 100 times, which is incredibly helpful. **What do you dislike about BenefitPoint?** BenefitPoint is really non user-friendly. I train new coworkers on it and they complain the most about how confusing it is to set up. It's a really complicated system to request a renewal all around. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint helps me manage client plans and renewal requests efficiently, keeps renewals organized, and serves as a great reference source. The marketing groups feature lets me apply plans across multiple accounts, reducing repetitive data entry. **Official Response from Nate McKissick:** > Thank you for your feedback, KelseyMarie. We understand the importance of a user-friendly platform and are continuously working to improve our software. Hearing from customers like you helps us grow and evolve, so we thank you for your input! ### 14. Audit Points and Reporting Made Easy in BenefitPoint **Rating:** 5.0/5.0 stars **Reviewed by:** Alisa T. | Account Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** I am in BenefitPoint daily and I love that I can see Audit points and run reports often. **What do you dislike about BenefitPoint?** Sometimes I do feel like things don't always save when I work in it. **What problems is BenefitPoint solving and how is that benefiting you?** We have had a few amount of times of BenefitPoint being down and unable for me to work in and in those situations, it's resolved quickly. **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint, Alisa! We're glad to hear that you find our product's audit points and reporting features helpful for your daily work. We're happy to be a part of your business and appreciate your feedback! ### 15. Essential for Insurance Management, User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2017 **What do you like best about BenefitPoint?** I use BenefitPoint to keep everything in one place so when someone needs information for one of my insurance groups while I'm away, they don't have to search through my files. I like that I can put activities in, which helps me stay on track with my workload. The ability to log activities, input follow-up dates, and deadline dates is amazing. I pretty much live in BenefitPoint, and every day I see what’s still being worked on and what is upcoming. Also, the initial setup was easy. **What do you dislike about BenefitPoint?** BenefitPoint can be a little finicky if you try to update or fix policy dates. It’s kind of frustrating. **What problems is BenefitPoint solving and how is that benefiting you?** I use BenefitPoint to house my insurance groups in one place, simplifying access to information. It helps me stay on track by logging activities and deadlines, crucial in the hectic insurance industry. **Official Response from Nate McKissick:** > Thank you so much for your kind words! We're thrilled to hear that BenefitPoint works so well for your agency. Reviews like this make us excited to come to work each day! ### 16. Efficient and User-Friendly with Minor Customization Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about BenefitPoint?** I like the ease of use with BenefitPoint, especially the ability to add or cancel plans as needed, which saves me time and makes me more efficient. It's great that it captures all data elements easily and in one place. I also found the initial setup to be simple. **What do you dislike about BenefitPoint?** I would like BenefitPoint to connect to export RFPs in specific formats. I'd like to be able to customize the output. **What problems is BenefitPoint solving and how is that benefiting you?** I use BenefitPoint to capture all data elements easily in one place. It simplifies tracking plan benefits, rates, enrollments, and commissions, saving me time and making me more efficient. The ease of use and ability to add or cancel plans as needed are great advantages. **Official Response from Lisa Landes:** > Thank you for leaving a comment. Your input is essential in shaping BenefitPoint. ### 17. Expanded Reporting Makes Comparing RTM and Broker Data Much Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about BenefitPoint?** I really like all the different types of reports you can run on the RTM side and the Broker side. They really have added several more reporting options since I have started and it has made things much easier to grab and compare the data. **What do you dislike about BenefitPoint?** When looking at the policy plans I wish there was a easier way of getting all the commission postings on the Broker side vs having to go into each plan and pull the postings. If there was a report on the broker side to see that it would be very helpful. **What problems is BenefitPoint solving and how is that benefiting you?** I am a commissions analyst so this is helping me look at the gaps in the monthly revenue received and posted. **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint! We're glad to hear that you are finding the expanded reporting options helpful. We're grateful for your input and look forward to continuing our partnership. ### 18. BenefitPoint Review **Rating:** 3.5/5.0 stars **Reviewed by:** Whitney B. | Client Success Specialist / Benefits Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2026 **What do you like best about BenefitPoint?** I like that custom fields can be created to help me track important information to my process. I like that it syncs with other agency platforms. I do wish it was more user friendly and that more fields were customized. **What do you dislike about BenefitPoint?** I don't care for the documentation feature. If a document was uploaded with an incorrect or not descriptive label, you cannot edit it after its been uploaded. **What problems is BenefitPoint solving and how is that benefiting you?** Helps to track important client data that our team uses. **Official Response from Nate McKissick:** > Thanks for your review of BenefitPoint, Whitney. We appreciate your feedback on the documentation feature and will take it into consideration for future updates. We value your opinion and appreciate you taking the time to share your experience! ### 19. Intuitive Navigation, But Vendor Engagement and Follow-Through Require Significant Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2026 **What do you like best about BenefitPoint?** Designed with benefits in mind, so users don’t have to guess where to put things. BP feels intuitive and easy to navigate. **What do you dislike about BenefitPoint?** It takes forever to get the vendor engaged when serious issues need to be fixed. They also design features without getting input from everyone in the user group. Too often, they start a design in one release and then sometimes never fully finish it. **What problems is BenefitPoint solving and how is that benefiting you?** I am the system admin for BenefitPoint. User processes are designed for benefits, so it removes some of the guess work. **Official Response from Nate McKissick:** > Thank you for sharing your experience with BenefitPoint. We value your opinion and appreciate you taking the time to share your experience. Input from customers like you helps drive our software improvements. ### 20. Helpful Admin Tools for Reviewing Statements Before Posting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** I'm in accounting so I use the admin features and input statements. It's nice to be able to review the statement and check for obvious errors that might occur before posting so that I can potentially avoid issues with the statement coming over to AMS360. **What do you dislike about BenefitPoint?** When I export a statement, it would be nice to be able to export only the selection of items from the drop down versus the entire statement. For example, it would be nice if I have "bonus" selected, and then hit export, I would like it to export only the lines that were input as bonus. **What problems is BenefitPoint solving and how is that benefiting you?** The commission statement process is nice and most usually flows well. **Official Response from Nate McKissick:** > Thank you for sharing your experience with BenefitPoint. We appreciate your feedback about the export functionality, and we will take it into consideration for future updates. We're happy to be a part of your business and appreciate your input! ### 21. Limited Customization, Great Search Functionality **Rating:** 1.5/5.0 stars **Reviewed by:** Carson M. | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** I like BenefitPoint's search functionality for clients and policies. It helps us store all of our data in a central location and tie policies to accounts. **What do you dislike about BenefitPoint?** I don't like that it tries to solve for everything and in turn solves for nothing. It allows for too much specific granularity with language and logic that cannot be customized while still not being able to capture some important data. It has too much rigid naming for benefits and rate elements, and the inability to enter enrollment for contribution groups is a huge miss. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint allows us to store all of our data in a central location and tie policies to accounts. **Official Response from Nate McKissick:** > Thank you for sharing your experience, Carson. Rest assured, we take your feedback seriously and use it to make continuous improvements to our products and services. Should you require immediate assistance, please reach out to our support team at 1.800.444.4813, and we'll work to address the situation. ### 22. Easy Revenue Tracking and Quick Policy Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** It's very easy and simple to track revenue for our clients and understand forecasting of potential revenue for the year. It's a great tool for pulling quick information about a policy whether that be rates or commission. **What do you dislike about BenefitPoint?** The overall "look" could be a bit more modernized and condensed. I feel like you have to click around a lot to get to what you need. **What problems is BenefitPoint solving and how is that benefiting you?** Keeping track of clients and reveune. **Official Response from Nate McKissick:** > We're delighted that BenefitPoint has met your expectations. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership. ### 23. All Carriers Covered, Easy Adds, and Automatic Commission Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** I love that the benefits include all the carriers, and if you need to add a carrier, it isn’t hard to do. I also love that commissions are calculated for you, and you can match them to invoices. **What do you dislike about BenefitPoint?** Sometimes the connection between AMS causing errors and hard to get pass. **What problems is BenefitPoint solving and how is that benefiting you?** Having a place to put all client information from start to finish and ongoing renewals **Official Response from Nate McKissick:** > Thank you so much for your kind words! We're glad to hear that you find BenefitPoint's carrier coverage and commission tracking features helpful. We appreciate your review and look forward to continuing our partnership. ### 24. Packed with Benefit Details and Records in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Maya Y. | Senior Benefits Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about BenefitPoint?** I like that it has a lot of areas for information, such as eligibility (waiting periods, eligible dependents, etc.), rates, contributions, benefits, attachments, etc. **What do you dislike about BenefitPoint?** While it does keep a lot of information in its records, it does take SO many clicks to get to it. **What problems is BenefitPoint solving and how is that benefiting you?** Keeping all group information in one software. **Official Response from Nate McKissick:** > Thanks for your feedback, Maya! We're glad to hear that you find BenefitPoint helpful for organizing and accessing detailed benefit information. We appreciate your review and look forward to continuing our partnership. ### 25. Easy Access to Client Info in BenefitPoint **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about BenefitPoint?** It’s easy to access important information about a client without having to click around a lot. **What do you dislike about BenefitPoint?** The timeout period is too short. If I switch to another app to do work related to a client and then return to BenefitPoint, I have to log in again. **What problems is BenefitPoint solving and how is that benefiting you?** Before using BP, client information was scattered across different apps and folders, which made it hard to keep track of where everything was and created unnecessary inefficiencies. With BP, I can keep everything in one app and have it right at my fingertips. **Official Response from Nate McKissick:** > We're delighted that BenefitPoint has met your expectations. We appreciate your feedback on the timeout period and will take it into consideration for future updates. Thank you for your feedback! ### 26. Effortless Client Management, Needs Better Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Beth H. | Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about BenefitPoint?** I like BenefitPoint for its ease of use, especially in client management. It's great for organization and helps me with data collection. I can easily find my clients and view all their plan information, rates, and contacts. **What do you dislike about BenefitPoint?** The reporting could be better, as it's something that feels like it could use improvement. It should be easier to navigate as well. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint helps with organization and revenue tracking. It's easy to use for finding clients and viewing plan information, rates, and contacts. **Official Response from Nate McKissick:** > Thanks for your review, Beth! It's our goal to provide an exceptional user experience, so we're glad to hear you find BenefitPoint easy to use. We're happy to be a part of your business and appreciate your feedback! ### 27. User-Friendly and Efficient with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about BenefitPoint?** I enjoy how user friendly BenefitPoint is. I enjoy how it communicates with AMS360, which is extremely helpful so all employees, even those not in the Benefit department, can find an active policy. Initial setup was fairly easy to do. **What do you dislike about BenefitPoint?** Sometimes all the information doesn't accurately pull over to AMS360. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint helps us stay organized, track expiration dates, and manage agent commission splits. Its integration with AMS360 is helpful so all employees, even outside the Benefit department, can access active policies. **Official Response from Nate McKissick:** > Thanks for your review, Cameron! We're thrilled to hear you enjoy BenefitPoint's integrations. We genuinely care for our customers and are delighted to know that our dedication shows. ### 28. Great Client-Specific Info **Rating:** 3.5/5.0 stars **Reviewed by:** Elizabeth P. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about BenefitPoint?** It’s a great place to find client-specific information that isn’t available in any other system. **What do you dislike about BenefitPoint?** I may not be using it to its full potential, but I do wish there was more information about more granular client specific details. It would also be helpful if it could serve more as a “single source of truth.” **What problems is BenefitPoint solving and how is that benefiting you?** Whenever I need to look up a client’s taxpayer ID code, NAICS or SIC code, address, and similar details, this is a great place to reference. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint, Elizabeth. We value your opinion and appreciate you taking the time to share your experience. Hearing from customers like you helps us grow and evolve. ### 29. Benefit Point: Seamless AMS Integration with Strong Revenue Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about BenefitPoint?** I appreciate that Benefit Point works with our Agency's Commercial Lines database, AMS. I also like that we can track revenue and save attachments and assign tasks. **What do you dislike about BenefitPoint?** I have found very few downsides to Benefit Point after years of using other CRMs. Often errors are triggered when plan names are too long in the policy section. **What problems is BenefitPoint solving and how is that benefiting you?** Benefit point connects our agency nationwide and helps keep us accountable to our clients **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint! We're thrilled to hear you enjoy our product's integration capabilities. We appreciate your feedback and look forward to continuing our partnership! ### 30. Effortless Data Management for Insurance Brokers **Rating:** 4.5/5.0 stars **Reviewed by:** Heather J. | Operations Manager, Benefits, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about BenefitPoint?** I like how BenefitPoint maintains our day as our database storage for plans, rates, clients, and commissions. It allows us to keep and track all of our data to manage our business. The initial setup was pretty easy. **What do you dislike about BenefitPoint?** I'm still learning the system. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint maintains our daily operations and serves as a database for plans, rates, clients, and commissions. It allows us to keep and track all our data to manage our business. **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint, Heather! We're thrilled to hear that our product works so well for your business. We appreciate your input and look forward to continuing our partnership. ### 31. Effortless Navigation and Robust Client Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin L. | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** I like how easy BenefitPoint is to navigate and how easy it is to update information. The software allows for a database of many different insurance plans, making client tracking more efficient. I also mentioned that I like it overall, as there is nothing I currently dislike about the product. **What do you dislike about BenefitPoint?** Easier ways to inactivate clients. **What problems is BenefitPoint solving and how is that benefiting you?** I use BenefitPoint for client tracking and it allows for a database of many different insurance plans, making it easy to navigate and update information. **Official Response from Nate McKissick:** > Thanks for sharing your positive experience with BenefitPoint, Kevin! It's our goal to provide an exceptional user experience, so we're glad to hear you find BenefitPoint easy to use. We appreciate your review and look forward to continuing our partnership. ### 32. Essential Tool for Compliance and Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica P. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** I use BenefitPoint for my job as a Life and Health Account Executive. It allows me to save important client documents, set tasks, and keep compliance reporting requirements with timestamps all in one place. I like the drag and drop feature for file attachments. The task (activity log) feature keeps me on track with my clients. **What do you dislike about BenefitPoint?** I can't think of anything. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint lets me save important documents, set tasks, and keep compliance reporting with timestamps all in one place. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Jessica! We're thrilled to hear that BenefitPoint is helping you stay organized and on track with your clients. We're happy to be a part of your business and appreciate your feedback! ### 33. Easy to Use and Packed with Helpful Information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** It is fairly easy to use and provides a lot of information. **What do you dislike about BenefitPoint?** I think the interface could be a little better and maybe some easier spots to put information. **What problems is BenefitPoint solving and how is that benefiting you?** It stores a lot of information for our clients and it's easily accessible. **Official Response from Nate McKissick:** > Thank you for sharing your thoughts on BenefitPoint with us. We value your opinion and appreciate you taking the time to share your experience. Input from customers like you helps drive our software improvements. ### 34. Super User-Friendly and Efficient for Organizing Benefits Data **Rating:** 5.0/5.0 stars **Reviewed by:** Savannah L. | IT, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about BenefitPoint?** I like how BenefitPoint helps keep all of our data organized. It's user-friendly, which makes navigating it easy. I really like the search feature because it's super easy to find the customers I need. The initial setup was really easy too. **What do you dislike about BenefitPoint?** N/A. I dont have any issues with it as of now **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint keeps all our data organized and is user-friendly. I love the search feature for easily finding customers. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Savannah! It's fantastic to know that BenefitPoint helps you and your business succeed. Reviews like this make us excited to come to work each day! ### 35. Easy to Use and Lets Us List Tons of Information **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly S. | Regional Manager- Select Business Unit, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about BenefitPoint?** The most helpful is the ease of use and allowance to list a ton of information. **What do you dislike about BenefitPoint?** Not always having access to report information I need. **What problems is BenefitPoint solving and how is that benefiting you?** consolidation of information to one spot. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint, Kelly! We're glad to hear that you find our product easy to use and helpful for listing a lot of information. We appreciate your review and look forward to continuing our partnership. ### 36. Easy to Use and Streamlined—Saves Me Hours Every Week **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** easy to use, saves me hours a week, the process is streamlined **What do you dislike about BenefitPoint?** repetitive fields and having to type the same thing in over and over **What problems is BenefitPoint solving and how is that benefiting you?** it's great to have as a place for workflow and documents storing **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint. We're thrilled to hear that our product is such a timesaver for you! We're happy to be a part of your business and appreciate your feedback! ### 37. Efficient for Tracking Commissions, But Needs Improved Navigation **Rating:** 3.0/5.0 stars **Reviewed by:** Kristopher M. | Board Member - Programming and Events, Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about BenefitPoint?** I find BenefitPoint easy to track commissions and find plans, which is particularly helpful for month-end usage. The initial setup of BenefitPoint was easy enough. **What do you dislike about BenefitPoint?** Some features are buried within the program and hard to find. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint helps me track life insurance and wealth clients for commissions and manage cases effectively. It's easy to track commissions and find plans, especially useful for month-end usage. **Official Response from Nate McKissick:** > Thank you for leaving a comment, Kristopher. Your input is essential in shaping BenefitPoint. We value your opinion and strive to improve based on your suggestions. ### 38. Well-Organized, Integrates Seamlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Melissa S. | Wellness Advocate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** I like that BenefitPoint is clearly organized and makes it easy to find information, which really helps when I am centralizing client and plan information. I also appreciate its integration with AMS360, which enhances my workflow. **What do you dislike about BenefitPoint?** It's a little more cumbersome than AMS360 **What problems is BenefitPoint solving and how is that benefiting you?** I use BenefitPoint for keeping our benefits client data. It centralizes client and plan information, making it clearly organized and easy to find. **Official Response from Nate McKissick:** > Hello, Melissa! Thank you for your review of BenefitPoint. We're delighted to hear that you enjoy our product's layout and integrations, and appreciate you taking the time to provide your feedback. We look forward to continuing our partnership! ### 39. Keeps Our Team Organized and Everything Easily Accessible **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** Keeps everything organized and accessible to our team. **What do you dislike about BenefitPoint?** Must download any documents to view them. Takes up time. **What problems is BenefitPoint solving and how is that benefiting you?** BP helps us solve issues with HIPAA compliance by keeping everything secure. **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint! We're glad to hear that our product is helping to keep your team organized and everything easily accessible. We're happy to be a part of your business and appreciate your feedback! ### 40. All Our Info in One Place with an Easy Renewal calendar **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about BenefitPoint?** That all our information is one place, and I can easily pull a renewal calendar to see who I need to work on next. **What do you dislike about BenefitPoint?** I wish there was a way to easier input the rates **What problems is BenefitPoint solving and how is that benefiting you?** It puts everything in one place and we can all access it if someone is out of the office **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint! We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 41. Solid Agency Management System with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Amy L. | Benefits Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about BenefitPoint?** I really think BenefitPoint is the ace of the program. The initial setup for our team was very easy. **What do you dislike about BenefitPoint?** The tracking of the commission and the ease of reviewing employee benefits. **What problems is BenefitPoint solving and how is that benefiting you?** I use BenefitPoint as an agency management system, helping with employee benefits for our customers. **Official Response from Nate McKissick:** > Hello, Amy! Thank you for taking the time to share your experience with BenefitPoint! We're glad to hear that you found BenefitPoint easy to set up for your team. We appreciate your review and look forward to continuing our partnership. ### 42. Benefitpoint Revenue Tracking System **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa W. | Sr. Training Associate Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2025 **What do you like best about BenefitPoint?** In the Employee Benefits department, we depend on the monthly reports provided by BBI. I also appreciate being able to export data to Excel from many of the screens in Benefitpoint, which makes data analysis more convenient. Most importantly, the SBC upload feature automatically fills in the benefit summary fields, saving Consultants valuable time when managing plans. **What do you dislike about BenefitPoint?** When you need a new feature, you have to submit the idea to a 'Wishlist' and hope that your suggestion will be accepted. **What problems is BenefitPoint solving and how is that benefiting you?** The customization allows you to tailor fields necessary to our department. Just recently, we added multiple Captive and Stop Loss fields to make the reporting needed, available to Senior Leadership. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint, Melissa! We appreciate your review and look forward to continuing our partnership. ### 43. BenefitPoint, now more powerful with AMS integration **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron A. | Sales & Retention Manager (Health, Ancillary), Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about BenefitPoint?** I think the search function of BenefitPoint is good. It's easy and neat to generate reports, which is nice. I'm satisfied with the amount of information available on the dashboard or account summary tab. It's great that it can be integrated with AMS. **What do you dislike about BenefitPoint?** I don't like it when clicking on a carrier in the carrier contact tab opens a window in the form of a popup. I would prefer if it just opened a new window. **What problems is BenefitPoint solving and how is that benefiting you?** BenefitPoint allows you to track missing requests and organize guest information. **Official Response from Nate McKissick:** > Thanks for your review off BenefitPoint, Aaron! We're glad to hear that you find the search function and report generation easy to use. We appreciate your feedback about the carrier contact tab and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 44. Benefit Point Rocks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about BenefitPoint?** The data that it can hold - we are able to use in a varierty of ways **What do you dislike about BenefitPoint?** system can be a little clunky when navigating **What problems is BenefitPoint solving and how is that benefiting you?** benchmarking, revenue placement, revenue reporting, RFP management **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint! We're grateful for your input! Customer input drives our improvements, and our team is always working on enhancing our software based on feedback like yours. ### 45. Simple, Straightforward, and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** It is very simple and easy to use. Everything is straight forward **What do you dislike about BenefitPoint?** I dont like that there are a lot of extra boxes for information that is not needed. **What problems is BenefitPoint solving and how is that benefiting you?** Benefitpoint helps to keep track of our groups and commisions. It's a quick place to find a lot of information **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint! We value your opinion and appreciate you taking the time to share your experience. ### 46. One Central System for Benefits and Rate Information **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2026 **What do you like best about BenefitPoint?** Able to have one system to house benefits and rate information **What do you dislike about BenefitPoint?** For some screens "edit" button is hard to find and have to hit save after every change and wait for system to refresh **What problems is BenefitPoint solving and how is that benefiting you?** One system for posting commissions **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 47. Centralized Benefits, Client Data Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about BenefitPoint?** Being able to centralize the data for our benefits cilents **What do you dislike about BenefitPoint?** There are still limitations like integrations with carriers **What problems is BenefitPoint solving and how is that benefiting you?** Acting as a central data base and helping with commissions **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint! We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future! ### 48. Reports, Client Info, and Renewal Calendar That Deliver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about BenefitPoint?** Reports, Client Information and Renewal Calendar **What do you dislike about BenefitPoint?** Occasionally Information to/from AMS doesn't sync correctly **What problems is BenefitPoint solving and how is that benefiting you?** Keeping track of renewals **Official Response from Nate McKissick:** > Thank you for your review of BenefitPoint, Debbie! We value your opinion and appreciate you taking the time to share your experience. ### 49. Required to use software but not user friendly **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about BenefitPoint?** I am part of a P&C agency using AMS360. BenefitPoint connects with that so I must use it to store information, and process commissions. **What do you dislike about BenefitPoint?** The system is capable of doing much but is so cumbersome to use, it is only used to warehouse info. I use another software program that can provide the call recording and automations I need to service such a large book of business. Bonus that that software is only $150 per month for my entire agency to use. I keep BenefitPoint just so the P&C side has record of policies and commissions. **What problems is BenefitPoint solving and how is that benefiting you?** Prior to Benefit Point we had software designed for P&C agencies. It was useless for health and life which is my focus. While BenefitPoint has ways to record information that is important to us, it is cumbersome to use. It is very difficult to create reports. There is no way to create automations, send email blasts, record prescriptions, doctors and other information in a searchable format. **Official Response from Nate McKissick:** > Thank you for taking the time to share your thoughts. We understand the importance of user-friendly software and take your feedback seriously to make continuous improvements to our products and services. Should you need any assistance in using BenefitPoint, please do not hesitate to reach out to our support team at 1.800.444.4813. ### 50. Great Reporting and RTM, but Needs Better Invoicing and Data Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about BenefitPoint?** I like the ease of reporting and RTM. I love the eStatement Tool and being able to import commission via excel. Importing clients and plans was always easy as well. **What do you dislike about BenefitPoint?** I wish you could invoice advisory/agency bill plans out of BP instead of having to integrate to Sagitta or other platforms. There are some fields on the broker side that you cannot get on RTM reports and vice versa. I wish on the broker side that I could get posting record fields on the reports or somehow get the 2 sides to connect. **What problems is BenefitPoint solving and how is that benefiting you?** Custom fields are a big help to solve most customization issues. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint. We understand the importance of comprehensive invoicing and data integration and will pass your feedback on to our team. We value your opinion and appreciate you taking the time to share your experience. ## BenefitPoint Discussions - [What is BenefitPoint used for?](https://www.g2.com/discussions/what-is-benefitpoint-used-for) - [View BenefitPoint pricing details and edition comparison](https://www.g2.com/products/benefitpoint/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-29+08%3A59%3A08+-0500&secure%5Bsession_id%5D=e1aecfb6-aa3b-49b8-b249-25aba82c4a6c&secure%5Btoken%5D=14fe32f82b938a062a752abc6f04e711485a4d54d41f88fc9e88deaebde69699&format=llm_user) ## BenefitPoint Integrations - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) - [AMS](https://www.g2.com/products/ams-ams/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PerfectQuote](https://www.g2.com/products/perfectquote/reviews) - [Sagitta](https://www.g2.com/products/sagitta/reviews) ## BenefitPoint Features **Administration** - Contact Management - Commissions - Reporting & Dashboards - Task Management **Insurance Documentation** - Claims Management - Policy Management ## Top BenefitPoint Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,558 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (699 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) - 4.7/5.0 (154 reviews)