--- title: BenefitPoint Reviews meta_title: 'BenefitPoint Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 132 reviews by the users' company size, role or industry to find out how BenefitPoint works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 132 scale: '5' date_modified: '2026-07-22' 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:** 4.1/5.0 **Total Reviews:** 132 ## 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 find BenefitPoint's **ease of use** exceptional, effortlessly navigating features and accessing information within moments. (18 reviews) - Users value the **effective client management** capabilities of BenefitPoint, praising its integration and ease of use. (6 reviews) - Users value the **strong data management capabilities** of BenefitPoint, enhancing efficiency and collaboration across teams. (5 reviews) - Users find the **comprehensive information** in BenefitPoint beneficial for managing policies and client data effectively. (4 reviews) - Users value the **helpful customer support** from BenefitPoint, enhancing their overall experience and satisfaction with the product. (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 express frustration over the **lack of user-friendliness** in BenefitPoint, making navigation and setup challenging. (3 reviews) - Users find the **poor reporting** in BenefitPoint creates gaps in necessary information, complicating overall usability. (3 reviews) - Users find the **interface clunky** and not user-friendly, complicating navigation and efficiency, especially for infrequent users. (2 reviews) - Users face **integration issues** with BenefitPoint, struggling with connectivity and missing fields between different platforms. (2 reviews) - Users find **Policy Management challenging** due to usability issues and cumbersome tasks, impacting their overall experience. (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. Benefit Point- Accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie R. | Client Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about BenefitPoint?** I love how the statements are entered in Benefit Point. **What do you dislike about BenefitPoint?** Hate having to switch back and forth to look up a client. **What problems is BenefitPoint solving and how is that benefiting you?** Gives us a place to track clients and revenue. **Official Response from Lisa Landes:** > Thanks Jamie. Have you heard about Vertafore Ideas? It's our tool enabling customers to submit and share product ideas and requests with our team. You can also share and vote on ideas with other users to help us prioritize what to work on. You can find it under your My Vertafore account. ### 2. Benefit point is a good product for posting Direct Bill Commissions **Rating:** 4.0/5.0 stars **Reviewed by:** Heather G. | Finance Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about BenefitPoint?** Ease of use to enter direct bill commissions **What do you dislike about BenefitPoint?** Wish it had a larger capacity when running report **What problems is BenefitPoint solving and how is that benefiting you?** Tracking Direct Bill Commmissions **Official Response from Lisa Landes:** > Thank you for your review of BenefitPoint! ### 3. Works well **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about BenefitPoint?** I like the colors and organization/layout of the main page. **What do you dislike about BenefitPoint?** Searching things sometimes can take a bit if it's not specific enough. **What problems is BenefitPoint solving and how is that benefiting you?** Organizing clients **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with BenefitPoint. We understand the importance of efficient search functionality and are continuously working to improve it. Your feedback is greatly appreciated and helps us grow and evolve! ### 4. Benefit point Broker Admin **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer M. | Operations Specialist/HR Tech Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about BenefitPoint?** business intelligence reports & commission tracking **What do you dislike about BenefitPoint?** duplication of lines in both plan and product **What problems is BenefitPoint solving and how is that benefiting you?** reviewing supplementation compensation issues **Official Response from Lisa Landes:** > Thank you for your feedback! We're glad to hear that the business intelligence reports and commission tracking in BenefitPoint are helping support your work. We also appreciate your note on line duplication—it’s feedback like this that helps us continue to improve the platform. ### 5. easy to enter information and easy to find information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2025 **What do you like best about BenefitPoint?** the Dashboard is very helpful, nice to have all policies and the annualized revenue listed **What do you dislike about BenefitPoint?** under the benefits tab, the benefit summary upload does not work, sometimes is hard to correct errors **What problems is BenefitPoint solving and how is that benefiting you?** contact information, plan information, commission tracking **Official Response from Lisa Landes:** > Thank you so much for your review of BenefitPoint. The benefit summary upload should be working, if you are still having issues, please reach out to marketing@vertafore.com, and we'll work to address the situation. ### 6. Positive Experience with BenefitPoint **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2025 **What do you like best about BenefitPoint?** The user-friendly interface was surprisingly easy to navigate, and I didn't need extensive training to find the information I needed. **What do you dislike about BenefitPoint?** While the basic functions were straightforward, I found that the more advanced features had a significant learning curve. **What problems is BenefitPoint solving and how is that benefiting you?** The previous benefits workflows were often complex and had multiple manual steps, increasing the potential for errors. **Official Response from Lisa Landes:** > We're happy to be a part of your business and appreciate your feedback! ### 7. BenefitPoint **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2025 **What do you like best about BenefitPoint?** The ease of finding our client's policies under a certain company name. **What do you dislike about BenefitPoint?** I sometimes have to refilter to get my results if changing screens on the Statements tab. **What problems is BenefitPoint solving and how is that benefiting you?** None at the moment. **Official Response from Lisa Landes:** > Thank you for leaving a comment. Your input is essential in shaping BenefitPoint. ### 8. Benefit Point Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about BenefitPoint?** I use BenefitPoint for accounting so it is helpful for me to use the reporting tools to see all I need at a glance. **What do you dislike about BenefitPoint?** The E statement functionality does need improvement. **What problems is BenefitPoint solving and how is that benefiting you?** Benefit Point helps with my reporting **Official Response from Lisa Landes:** > We value your opinion and appreciate you taking the time to share your experience. Have you heard about Vertafore Ideas? It's our tool enabling customers to submit and share product ideas and requests with our team. You can also share and vote on ideas with other users to help us prioritize what to work on. You can find it under your My Vertafore account. ### 9. BP **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about BenefitPoint?** The all encompassing nature of employee benefits account management. **What do you dislike about BenefitPoint?** We have had struggles with modifying the short description of any activity. **What problems is BenefitPoint solving and how is that benefiting you?** Providing a platform for us to manage our employee benefits. **Official Response from Lisa Landes:** > Thank you for your review of BenefitPoint! ### 10. Benefit Point review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about BenefitPoint?** ease of use and having data together in one place **What do you dislike about BenefitPoint?** I haven't found anything that I dislike at this point. **What problems is BenefitPoint solving and how is that benefiting you?** We are able to export data to benefit analysis. **Official Response from Lisa Landes:** > We're delighted that BenefitPoint has met your expectations. Your satisfaction is our top priority. ### 11. BenefitPoint - Lockton Review **Rating:** 4.5/5.0 stars **Reviewed by:** Devin B. | Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about BenefitPoint?** I like the responsiveness by the Vertafore team whilst making a ticket. They're always quick to respond and aren't afraid to let you know if they need more time to digest an issue. **What do you dislike about BenefitPoint?** I dislike the request tab, facilitating an RFP isn't as easy at it would seem on the platform. The biggest issue is how we have to enter carrier responses back into the system instead of them putting their quotes into the system. Supposedly a change is coming later this FY24 with PlanSight. **What problems is BenefitPoint solving and how is that benefiting you?** Placing revenue and storing data. **Official Response from Lisa Landes:** > Hello Devin, thank you for your comment. We appreciate our customer support team as well! We understand your concerns about the request tab and entering carrier responses, and we are actively working on improvements to address these issues. ### 12. The navigation is not streamlined. Hitting "save" doesn't actually save in some situations. **Rating:** 0.5/5.0 stars **Reviewed by:** Lisa S. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about BenefitPoint?** Not much. You can add a lot of data, but the navigation is so awful you are not even aware your work wasn't saved and it doesn't allow for modifications that are quite commonly used. **What do you dislike about BenefitPoint?** The navigation is awful. For example, you can't just hit save. You have to also hit a tiny blue option "Update" before saving. I have to do things more than once and stumble through. The templates for things like age banded rates or age specific fees are not modifiable. Better stay diligent or your work won't actually be saved. Honestly one of the worst websites I've ever used for work. I was also informed logging in outside of our company's portal will not be the same platform, from which some features won't be visible and some work we do won't be saved. **What problems is BenefitPoint solving and how is that benefiting you?** It is a place to store data. You can add many documents and enter benefit details, but the navigation is too awful in my opinion. It is not user friendly. Therefore, I believe many steps taken by staff is not actually being saved or able to be entered correctly. The limitations are too high in my opinion. Very happy to hear we are moving away from using this system. I believe it has caused far too many things to be missed and allows too many errors to be made too easily. At times unbeknownst to the user.,,even after they hit the save button. Which is pretty standard on just about all websites. Whoever programmed the navigational interface should have realized that. **Official Response from Lisa Landes:** > Hello Lisa, thank you for your feedback, we are continuously working to improve our software. Have you heard about Vertafore Ideas? It's our tool enabling customers to submit and share product ideas and requests with our team. You can also share and vote on ideas with other users to help us prioritize what to work on. You can find it under your My Vertafore account. We understand your frustration and are committed to resolving the issue. If you want to talk about possible solutions, reach out to our support team at 1.800.444.4813, and we'll work to address the situation with the right team. Thank you, ### 13. BenefitPoint Review from a novice user **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about BenefitPoint?** I feel that it is very user friendly - I am new in the industry and have been using this system with my agency in the last year. I feel that the system has a lot of capabilities that I do not know about. **What do you dislike about BenefitPoint?** I wish I had more traning on the system, the only training I received was from someone in my company. I feel that if you do not have someone very savvy with the systems then you will not be able to learn its full capability. **What problems is BenefitPoint solving and how is that benefiting you?** Managing renewals and client information **Official Response from Lisa Landes:** > Thank you for the input! Check out Vertafore's Did You Know? video library for BenefitPoint tips and tricks. https://www.vertafore.com/did-you-know-benefitpoint-library ### 14. We love Benefit Point! **Rating:** 5.0/5.0 stars **Reviewed by:** Karl T. | Data Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about BenefitPoint?** Benefit Point makes it easy for us to track and manage clients, and empowers us to make data backed descisions. **What do you dislike about BenefitPoint?** I wish there was more options for benefit attributes within additional products such as Accident, Critical Illness, and Hospital Indemnity. **What problems is BenefitPoint solving and how is that benefiting you?** Benefit Point allows us to make data based descisions, which benefits us greatly. **Official Response from Lisa Landes:** > Hello Karl, thank you for leaving a comment. Your input is essential in shaping BenefitPoint. ### 15. BenefitPoint **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about BenefitPoint?** Data available for reporting and ease of use. **What do you dislike about BenefitPoint?** Business Intelligence is a littlw cumbersome and AWS doesn't have all the reporting info we need **What problems is BenefitPoint solving and how is that benefiting you?** Client and policy information is better in BP than our old system. **Official Response from Lisa Landes:** > We're grateful for your input! ### 16. User Friendly Interface **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about BenefitPoint?** Using BenefitPoint is very user friendly. With little training, you can easily find basic client data. **What do you dislike about BenefitPoint?** The inability to download commission directly into the system **What problems is BenefitPoint solving and how is that benefiting you?** Benefit Point has great reporting options **Official Response from Lisa Landes:** > We're glad to hear that you find BenefitPoint user friendly! We understand the frustration with the inability to download commission directly into the system and we're constantly working to improve our features based on customer feedback. We appreciate your input and will take this into consideration for future updates. ### 17. Love the BP application **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby . | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about BenefitPoint?** The fact that BP integrates with AMS360 makes my life so easy. I could not imagine having to create policies in BP &AMS360. I like that I am able to create attachments and link to specific policies. **What do you dislike about BenefitPoint?** I wish I could upload an excel template of commission rather than entering it line by line. It is sooooo time-consuming to enter multiple statements in a short amount of time. **What problems is BenefitPoint solving and how is that benefiting you?** None I can't leave a comment below on the quality of support other than selecting 7 - but I want to include that the support team is incredible and so prompt. **Official Response from Lisa Landes:** > Hello Shelby - Thank you for your comment about our amazing support team! They love to hear it! We understand your frustration with the commission entry process and will work on making it more efficient for you. Have you heard about Vertafore Ideas? It's our tool enabling customers to submit and share product ideas and requests with our team. You can also share and vote on ideas with other users to help us prioritize what to work on. You can find it under your My Vertafore account. ### 18. User Friendly BMS **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa W. | Operations Trainer, Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about BenefitPoint?** The user-friendly interface is great for new users. **What do you dislike about BenefitPoint?** It would be better if BenefitPoint automatically saved your work. **What problems is BenefitPoint solving and how is that benefiting you?** Managing our entire US Employee Benefits book of business. **Official Response from Lisa Landes:** > We're glad to hear that you find BenefitPoint's interface user-friendly! We are constantly working on improving our platform, and your feedback about automatic saving is duly noted. ### 19. New User but feeling encouraged **Rating:** 3.0/5.0 stars **Reviewed by:** Cassie B. | Client Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about BenefitPoint?** It's interation with the other products we use and the simplicity of invoicing **What do you dislike about BenefitPoint?** The site is seem a little outdated and lots of manual work **Recommendations to others considering BenefitPoint:** Use your resources and ask questions **What problems is BenefitPoint solving and how is that benefiting you?** Invoicing across agencies and plan types in an organized manner. **Official Response from Lisa Landes:** > Thanks for your feedback Cassie! If you want some more tips as a new user, check out our Did You Know? video page for tons of info https://www.vertafore.com/did-you-know-benefitpoint-library ### 20. Benefitpoint Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Susan C. | Senior Support Specialists, Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about BenefitPoint?** How well it integrates with AMS360 and Zywave CPQ **What do you dislike about BenefitPoint?** Error logs are cumbersome and not very helpful for fixing issues **Recommendations to others considering BenefitPoint:** If you want to keep track of your Employee Benefits clients its the best option. **What problems is BenefitPoint solving and how is that benefiting you?** tracking commissions are missed revenue. also reporting is very easy and useful. **Official Response from Lisa Landes:** > Hello Susan. Thanks for your feedback! ### 21. My experience has been phenominal **Rating:** 5.0/5.0 stars **Reviewed by:** justin e. | Accounting-Benefits Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about BenefitPoint?** The advancement in processes to make the platform effective and simple. **What do you dislike about BenefitPoint?** I do not have any dislikes. I do not have any dislikes. **What problems is BenefitPoint solving and how is that benefiting you?** Benefit Point is allowing us to process large commissions as efficient as possible **Official Response from Lisa Landes:** > We're happy to be a part of your business and appreciate your feedback! We genuinely care for our customers and are delighted to know that our dedication shows. ### 22. Mary's review **Rating:** 4.0/5.0 stars **Reviewed by:** mary m. | accounting manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2022 **What do you like best about BenefitPoint?** How easy it is to work with vertafore help desk when you have an issue **What do you dislike about BenefitPoint?** That you cannot copy statements from a prior month **What problems is BenefitPoint solving and how is that benefiting you?** I realized there an estatement that i cannot wait to try **Official Response from Lisa Landes:** > Hello Mary. So glad to hear the customer support team is a helpful resource for you! They will be so glad to hear it. Thank you for sharing your thoughts with us! ### 23. A good system that is the best currently available. New enhancements should make it even better. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian E. | Corporate Trainer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2022 **What do you like best about BenefitPoint?** Ease of use. Integration with other Vertafore products **What do you dislike about BenefitPoint?** Poor document storage management. It is hard to find stored docs. **What problems is BenefitPoint solving and how is that benefiting you?** Rates and commission tracking is very helpful. **Official Response from Lisa Landes:** > Hey Brian. We're glad to hear that you find BenefitPoint easy to use and appreciate its integration with other Vertafore products. We are constantly working on enhancements to improve the system even further. ### 24. Sr. VP Branch Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Sandra W. | Business Insurance Sales/Branch Manager & Sr. Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2022 **What do you like best about BenefitPoint?** I like Reconciliation and ease of use with AMS360 **What do you dislike about BenefitPoint?** From my employee Errors on report hard to correct or locate **What problems is BenefitPoint solving and how is that benefiting you?** To reconcile our benefits in AMS **Official Response from Lisa Landes:** > Hey Sandra. Happy to hear that BenefitPoint's reconciliation feature and integration with AMS360 are meeting your needs. We understand the frustration when errors on reports are hard to correct or locate, and we apologize for any inconvenience this has caused. Our team is dedicated to addressing this issue and enhancing our platform to ensure a more seamless experience for our users. Thank you for bringing this to our attention. ### 25. account mgr **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2022 **What do you like best about BenefitPoint?** i appreciate the ease of use; organizational benefits. **What do you dislike about BenefitPoint?** i dont like attaching documents manually **What problems is BenefitPoint solving and how is that benefiting you?** organization and easy to use **Official Response from Lisa Landes:** > Thank you for your feedback! We're pleased to hear that you find BenefitPoint beneficial for organization and ease of use. We understand your frustration with attaching documents manually, and we are actively working on enhancing this feature to provide a better user experience. ### 26. I LOVE BenefitPoint!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2021 **What do you like best about BenefitPoint?** It's super easy to use and it is actually a lot better for our business than SalesForce. It's a clean, helpful system. Benefitpoint allows our business to see what we've been paid on, what lines have sold and the last time we received payment. SalesForce has been difficult to track what we need **What do you dislike about BenefitPoint?** BenefitPoint doesn't do a great job of tracking sales forecasts **What problems is BenefitPoint solving and how is that benefiting you?** Tracking sold group data. **Official Response from Lisa Landes:** > We're so happy to hear that BenefitPoint has been a great fit for your business! ### 27. Static, antiquated **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about BenefitPoint?** Information on benefits are all on a one page dashboard **What do you dislike about BenefitPoint?** It’s extremely antiquated in how nothing is customizable, not user friendly, and searching for accounts is hard if you don’t have exact spelling **Recommendations to others considering BenefitPoint:** BenefitPoint is great for looking at clients and their benefits in a couple clicks, but using and updating the information takes months of training. **What problems is BenefitPoint solving and how is that benefiting you?** Finding information on benefits in a couple clicks, having all the rules and plans in one place **Official Response from Nate McKissick:** > We appreciate you taking the time to share your thoughts. 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, and will pass your input along to our team. ### 28. Nothing to compare it to, but it does the job for now **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2019 **What do you like best about BenefitPoint?** This is the first system I've used since being licensed, but it seems well organized **What do you dislike about BenefitPoint?** Since I haven't used any other system, I don't have anything to compare it to. Vertafore service as a whole, though, surprises me - no issues with BenefitPoint in particular though **Recommendations to others considering BenefitPoint:** None, other than Vertafore service as a whole - hard to get on the phone in a timely manner! **What problems is BenefitPoint solving and how is that benefiting you?** Manages our benefits book as an independent agency, clean, organized and pretty modern **Official Response from Nate McKissick:** > Thank you 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 understand that timely support is important. Please know that we take your feedback seriously and use it to make continuous improvements to our products and services. ### 29. Great program for statement generation. Smooth integration. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** November 01, 2018 **What do you like best about BenefitPoint?** Great program for statement generation. Smooth integration into and communication with peoplesoft. **What do you dislike about BenefitPoint?** Can be slow at times, occasionally buggy, but generally easy to work with. **What problems is BenefitPoint solving and how is that benefiting you?** Statement input and calculation. Managing invoices from multiple offices. **Official Response from Nate McKissick:** > Thank you so much for your kind words! We're grateful for your input! We appreciate your review and look forward to continuing our partnership. ### 30. Benefits of BenefitPoint **Rating:** 5.0/5.0 stars **Reviewed by:** Julie U. | Client Representative, Insurance, Enterprise (> 1000 emp.) **Reviewed Date:** August 11, 2017 **What do you like best about BenefitPoint?** What I like best about BenefitPoint is that once all plans are inputted for a group, if I for some reason cant remember a plan or what the group currently has it is so simple to just go in the portal and look at what the client's current plans are. I also like that I can see what their past plans are as well. It is very simple to input data. **What do you dislike about BenefitPoint?** The only thing I dislike is sometimes its slow and takes awhile for a plan to load or me to log in. When I am running a business intelligence report that takes awhile to download as well. Other then that, I really do not have many dislikes. It is a great internal tool for looking up clients plans quickly and very efficient. **Recommendations to others considering BenefitPoint:** Great internal tool **What problems is BenefitPoint solving and how is that benefiting you?** When working with a client during renewal season I like being able to look in the archived folders and see who the client has had in the past and what carriers they currently reside with, so when I go out to market I can narrow down the carriers to request proposals from. It is also a fantastic tool for internal workers. I like that if I am out of the office and the client has a questions on their benefits another one of my colleagues can go into BenefitPoint and see what the benefits are right away and get back to the client immediately. **Official Response from Nate McKissick:** > Hi, Julie! We're glad to hear that you find BenefitPoint helpful for quickly accessing and reviewing client plans. We understand that slow loading times can be frustrating, and we are continuously working to improve system performance. Thank you for your feedback! Customer input drives our software improvements. ### 31. Ease of use and stored a lot of data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2018 **What do you like best about BenefitPoint?** Quick search to find clients and access all info needed to perform job function **What do you dislike about BenefitPoint?** Too many fields when entering activity and hours limit is 9 per record **What problems is BenefitPoint solving and how is that benefiting you?** Central storehouse of info to access quickly **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. We're happy to be a part of your business and appreciate your feedback! ### 32. Solid Agency Management System **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2018 **What do you like best about BenefitPoint?** The system has an incredible level of flexibility and can be used to store all of our agencies information. **What do you dislike about BenefitPoint?** At times there is so much (screens, options, boxes) that it is not user friendly **Recommendations to others considering BenefitPoint:** Continue to make it more user friendly. Today it is very rigid and complex, the more friendly and easy to use it gets the better off it will be long term. **What problems is BenefitPoint solving and how is that benefiting you?** Documentation storage, renewal tracking, service tracking **Official Response from Nate McKissick:** > Thank you for sharing your experience with BenefitPoint. We understand the importance of user-friendly interfaces and are committed to making the system more intuitive for our users. Hearing from customers like you helps us grow and evolve. ## 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+13%3A22%3A55+-0500&secure%5Bsession_id%5D=c3db0016-56c8-471c-998d-9ba3508e5deb&secure%5Btoken%5D=21afc854eccdb556f1d5bb7feff6485cfe9e35289b6e9801d8f0d825f1a95837&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) - [Employee Navigator](https://www.g2.com/products/employee-navigator/reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - [PerfectQuote](https://www.g2.com/products/perfectquote/reviews) - [Sagitta](https://www.g2.com/products/sagitta/reviews) - [SharePoint Image Editor](https://www.g2.com/products/sharepoint-image-editor/reviews) - [WorkSmart](https://www.g2.com/products/worksmart/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 (1,722 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (703 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) - 4.7/5.0 (154 reviews)