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BenefitPoint Reviews & Product Details

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.

Product Website

Seller

Vertafore

Languages Supported

English

Product Description

BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.

Overview by

Vertafore Marketing

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

BenefitPoint Integrations

(3)

Verified by BenefitPoint

BenefitPoint Media

When you log in, the welcome screen provides quick insights into plans, products, record assignments, activities, and requests.

Navigate to the Accounts screen to see, search, and filter your accounts or those managed by other agency employees.

Access information and gather insights and details by navigating to the client’s dashboard.

Use the Plans screen to review a specific client’s plans or to benchmark any agency plans.

Upload carrier statements or enter them manually on the Statements screen.

Find and manage commission accounting details within the Splits dashboard.

Check out the most popular features in BenefitPoint.

Official Downloads

(1)

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BenefitPoint Reviews (71)

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Melissa J.

Employee Benefits Department Manager

Mid-Market (51-1000 emp.)

7/16/2025

"BenefitPoint Advocate"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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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!

Melissa W.

Sr. Training Associate Consultant

Mid-Market (51-1000 emp.)

9/25/2025

"Benefitpoint Revenue Tracking System"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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Thank you for taking the time to share your experience with BenefitPoint, Melissa! We appreciate your review and look forward to continuing our partnership.

Verified User in Insurance

Small-Business (50 or fewer emp.)

7/15/2025

"Required to use software but not user friendly"

2.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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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.

Verified User in Accounting

Mid-Market (51-1000 emp.)

10/15/2025

"Great Reporting and RTM, but Needs Better Invoicing and Data Integration"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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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.

Lisa W.

Group Benefits Administrator

Small-Business (50 or fewer emp.)

7/22/2025

"Using Benefit Point is Crucial for my job"

5/5

What do you like best about BenefitPoint?

I like best about Benefit Point, being able to create reports for upcoming renewals, being able to add any information needed at any time. I am in Benefit Point all day at Lang. I love Benefit Point and will continue to use daily. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The only thing I can think of is when editing dependents, the delete button gets hit on accident a lot of times, then I have to re-enter dates of birth. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Thank you, Lisa for your positive feedback about BenefitPoint and how it helps you with creating reports and managing information. Reviews like this make us excited to come to work each day!

Verified User in Insurance

Small-Business (50 or fewer emp.)

9/25/2025

"Flexible and comprehensive"

4/5

What do you like best about BenefitPoint?

Using a software system designed specifically for benefits really simplifies things. The standard configuration is robust and, to be honest, quite comprehensive. On top of that, having the option to create custom fields and decide how to integrate with your AMS turns this into a truly tailored solution. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

BenefitPoint is tailored to group benefits, and accommodates individual life & health. There are still a few changes needed to make it a 10 out of 10 system for individual. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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Thank you for taking the time to share your experience with BenefitPoint! It's fantastic to know that it helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback!

Brenna P.

Benefits Account Manager

Small-Business (50 or fewer emp.)

6/4/2025

"BenefitPoint is a highly useful system for Benefits Account Management on all fronts"

5/5

What do you like best about BenefitPoint?

BenefitPoint is designed specifically for the employee benefits space. Features are customizable for your agency and it is an excellent organizational tool. The workflow capability works similarly to a project management system where you can assign tasks to your team and work together to get information to your clients faster with a clear history of what has happened. BenefitPoint is very intuitive and easy to use. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

BenefitPoint flows some items over to AMS360, but not all activities are visible there. We are looking forward to AgencyOne as a solution for that. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

BenefitPoint provides us visibility to all activities that are completed for a client. Eliminating having to hunt for history elsewhere in a shared drive, or emails for example. BenefitPoint is also more robust than using AMS360 for these items, since it has fields that are used specifically in the employee benefits space. Also, the BenefitPoint service team is constantly evolving the product and listens to their users for valuable feedback. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Hello Brenna - We appreciate you taking the time to share your thoughts. Reviews like this make us excited to come to work each day. More AgencyOne updates to come!

Christina .

Employee Benefits Account Executive

Small-Business (50 or fewer emp.)

6/12/2025

"Very User Friendly"

5/5

What do you like best about BenefitPoint?

What I like best about BenefitPoint is how you can create workflows, which make my job easier. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

At this point, I don't have any dislikes Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

The problems that BenefitPoint is solving is making my job easier and simple to follow. The workflows that we have established has made my job make more sense and it also keeps me on track with making sure everything is completed in order and on time. I love the Record Assisignment, that shows me what I due and upcoming. This feature helps me stay on top of important tasks and it's totally a great reminder tool. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Thank you so much for your kind words! It's fantastic to know that BenefitPoint helps you and your agency succeed.

Verified User in Insurance

Small-Business (50 or fewer emp.)

6/4/2025

"Works fine, but room for improvement"

3.5/5

What do you like best about BenefitPoint?

While it offers strong capabilities for managing group benefits and integrates well with other Vertafore tools, there are several areas where the platform could improve to better meet user needs and evolving industry expectations. BenefitPoint effectively consolidates client, carrier, and plan data, reducing the need for duplicate data entry. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The UI feels outdated and unintuitive in places. Many of our internal users report difficulty in navigating through multiple menus to find key information. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

BenefitPoint helps solve the challenge of managing complex employee benefits data across multiple carriers, clients, and plan years. It centralizes all benefits-related information—such as plan details, carrier contacts, commissions, and renewal timelines—into a single system. This eliminates the need for disparate spreadsheets and manual tracking, reducing the risk of errors and missed deadlines. We have increased efficiency, improved accuracy, stronger client management and commission tracking Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Thank you for sharing how BenefitPoint is making a difference for your team! We're so glad to hear it's helping you centralize complex benefits data, reduce manual work, and improve efficiency across the board. Input on the UI is heard.

Lynn B.

Benefits Manager

Mid-Market (51-1000 emp.)

5/8/2025

"BenefitPoint has been such a blessing!"

4.5/5

What do you like best about BenefitPoint?

Been using BenefitPoint for 10+ years and this has made managing our client base so much easier than our last product. We could not manage our clients without this program. And because it integrated with our customer system on the opposite side of the house (property/liability), you get a holistic view of your client. And they have customer service to help you along the way! Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

We would love to use the RFP module but our carriers in our market refuse to use it, so its of no value to us. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

One of the big and recent wins is an embedded revenue tracking mechanism. Now that this is housed in our BenefitPoint system, there is no "outside" program to use, no going back/forth on data and creating/re-creating when you need to modify a policy or name. This was a great game changer in making us more efficient in our day to day operations. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Hello Lynn, thank you for taking the time to share your experience with BenefitPoint! We're happy to be a part of your business and appreciate your feedback.