BenefitPoint Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We rely on BenefitPoint chiefly as a data store, particularly for rates, contributions, account data, and account demographic data. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like that the UI of BenefitPoint is nice and easy to read. It also integrates well with Vertafore Single Sign-On, which simplifies the onboarding process. A user-friendly UI and seamless integration help make tasks less difficult. Review collected by and hosted on G2.com.

As someone who wasn't formally trained in BenefitPoint, figuring out how to do things is not intuitive. I often have to take significant time figuring out how things work Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I can't think of anything. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It's a little more cumbersome than AMS360 Review collected by and hosted on G2.com.

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.

It is very simple and easy to use. Everything is straight forward Review collected by and hosted on G2.com.

I dont like that there are a lot of extra boxes for information that is not needed. Review collected by and hosted on G2.com.