The onboarding process has been efficient and it's easy to reach out to support when needed. I love that it's integrated across our organization and allows us to be on the same page for current account information. I also like that it's so reliable and can handle a large amount of clients with an effective search system. Navigating BenefitPoint is very simple considering how much information the interface holds. It makes it easy to learn and teach new associates as they come on board. Review collected by and hosted on G2.com.

I haven't found the AI tools to be useful up until this point, however I need to spend more time learning how to use them effectively. I don't like when things move around too often. Review collected by and hosted on G2.com.

My team finds it extremely useful to upload client data directly into the BenefitPoint database instead of having to keep everything in Excel spreadsheets. The ability to download that data later and transform it also helps us make more informed business decisions.

I also really like the renewal and plan management functionality, which makes it easier to stay organized and manage those processes in one place. Review collected by and hosted on G2.com.

It can feel a bit visually outdated, which isn’t the worst thing in the world. Navigation can be cumbersome at times, since certain data can be tucked away, and if you aren’t familiar with the system it can be hard to find what you need. This is especially noticeable when generating reports. Overall, BenefitPoint does not have any major issues. Review collected by and hosted on G2.com.

The dashboard shows some great information all at a bird's eye view. I like the dashboard the best because if you are on the phone with a client you can see a lot of data very quickly. I also love that when I log in I see my activities that are open and need to be addressed. I appreciate that if I want to see Past Due activities, and I set that as the filter the next time I log in the system remembers that I wanted to see the Past Due items and will show that information to me first. This makes it simpler to know what I need to address first.

I don't know anything about pricing, that is not in my wheelhouse.

Apparently, there are a lot of integrations that we are told will be helpful down the line but we are not currently utilizing them. I would love to be able to update one program and everything else we must update can be updated at the push of a button. that would save me a ton of time. Review collected by and hosted on G2.com.

I very much dislike that you must click on the tiny 3 dots of an account (after you search for the account) to access the dashboard. Why not make the name of the account the link to the dashboard? I like that there are other options under the three dots beyond the dashboard, but dang, this simple change would make my life so much easier.

It may also be company settings, but I also dislike that I am unable to delete errors. For instance, entering the commissions and rates, if I enter a commission for a policy and make a mistake, I can't just delete it. I know that we have a team member I can reach out to for help removing it, but that's pretty annoying.

I also dislike the plans tab. I realize I can change the settings to only see active plans, but to see all the plans (past and present) lumped into one area is too much for my eyes. If the old plans, or the plans that were renewed were segmented out (so I could see that information if I wanted to), but I don't have to change filters or search through the data to see what the heck I am looking at would be a game changer. Maybe like a section at the bottom of the screen that houses all past plans that were renewed or cancelled.

This may also be a company setting, but providing the NAICS code is super annoying too. For employee health benefits we don't have this information, so I have to make this information up and choose what I think it is based on best guess? Seems wonky to force inclusion of information that could be wrong/made up. Review collected by and hosted on G2.com.

BenefitPoint is easy to navigate and quick to learn. Most screens load fast, and the data is straightforward to find and save. They continue to roll out updates that reduce clicks and save time. Their support team is very helpful over the phone whenever we run into issues. The integration with AMS360 works well, too. Review collected by and hosted on G2.com.

I wish there were a way to preview attachments without having to download them first and open them in a separate application. Also, the new Real Time Views feel slow and can take a while to load. Review collected by and hosted on G2.com.

One thing I really like about BP is that there are multiple features to customize and record activity logs which I use daily for Eligibility. I use BP to review plans, update commissions, get policy numbers, and information such as EIN for groups. I feel like this is worth my company's money since it's streamless and helpful. Navigating the system does feel a bit challenging at times if you don't use some of the features. Review collected by and hosted on G2.com.

One thing I dislike about BenefitPoint are the limited features when setting up plans for EB groups such as rates or vendor information. This usually results in utilizing other sources or set ups that aren't entirely accurately of the group and require a few notes to be written down which isn't entirely bad. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BenefitPoint can be a little finicky if you try to update or fix policy dates. It’s kind of frustrating. Review collected by and hosted on G2.com.

I like using BenefitPoint because it's easy, convenient, and effective for looking up what clients we have and the services they have with us. The client lookup feature is especially valuable as it's a quick way to verify clients with our hotline and phone service. Plus, the initial setup was very easy, which I appreciate. Review collected by and hosted on G2.com.

I find it a bit frustrating that the company name in BenefitPoint has to be very precise. Sometimes if a company is under a DBA or has a slightly different name, it won't show anything. It would be great if they had a smarter search feature where close options would pop up, making it easier to find the clients even if the name input isn't exact. Review collected by and hosted on G2.com.

Great place to centralize all client info instead of scattered across different platforms. Helps track renewal dates and provides account reporting. Review collected by and hosted on G2.com.

SO much data entry...does not eliminate any workload time in that sense. Also most work is done outside of BP- via emails, phone calls, ben admin portals, etc. So documenting everything AGAIN in BP as it happens can sometimes feel repetitive and takes up time Review collected by and hosted on G2.com.

It is very thorough in the scope of information it has space for. I like the "recently viewed" function, and the dashboards are helpful to get the big picture of a group before diving into the specific details. Review collected by and hosted on G2.com.

The note-taking capacity is more complicated than it needs to be. We take notes using the activity log, which makes us categorize everything. It takes too many clicks which means it takes longer to leave a note. I can see how the labeling and categorizing would be helpful for reporting, but my team doesn't need that. It would be nice if those things were optional instead of required, or if there was a way a group admin could flip a switch to make them either required or not. Review collected by and hosted on G2.com.

I really like that BenefitPoint keeps all of my groups organized and on track for due dates. I also appreciate that I can update my progress and keep all of my documents in one specific activity. Additionally, the initial setup of BenefitPoint was very easy. Review collected by and hosted on G2.com.

I wish there was a better way to assign specific groups to more than one person. Like I want the whole group to be assigned to me, but I want to assign tasks within the group to others. I want my group to be assigned to me so it pops up on my calendar, but when I need someone else to do something for the group, that task should pop up on their calendar. Review collected by and hosted on G2.com.