BenefitPoint Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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.

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.