I like the ease of finding my clients and having a one-stop shop. It houses all the data for all our clients, making it easy to access and get paid from the carriers. BenefitPoint is essential to our daily work! It's also very easy to set up. Review collected by and hosted on G2.com.

I wish I could easily duplicate all features of another plan, like contributions and benefit details, or change a plan from HMO to PPO without having to delete and restart. The manual entry for every tab is really tiring. I mostly wish I could enter a plan or benefit detail and have it applied across all relevant areas, like setting a 20% coinsurance for all benefits, instead of doing it one by one. Review collected by and hosted on G2.com.

I appreciate that BenefitPoint is user-friendly. It’s easy to find what I need using the options available at the top of each page. The learning curve isn’t as steep as with other programs I’ve used in the past, which makes it nice and straightforward to train others on the program. Review collected by and hosted on G2.com.

I’ve found that when I have multiple tabs open in the Splits section, things can get mixed up and it ends up adding the wrong split. That’s my main sore point. Review collected by and hosted on G2.com.

My team find it extremely useful to be able to upload client data to the benefitpoint database rather than having to store it in Excel spreadsheets. Being able to later download this data and transform it alllows us to make informed business decisions.

Another feature that I like is the renewal / plan management features. Review collected by and hosted on G2.com.

Although I do like the renewal and plan management features overall. It can feel a bit cumbersome navigating, you cannot open plans in a new tab which can make opening multiple plans at once a little cumbersome. Review collected by and hosted on G2.com.

It keeps all important information of clients, such as revenue, contacts, benefits information, and it's especially useful when onboarding a client. Really easy to navigate. Review collected by and hosted on G2.com.

Under Plans, in the carrier vendor selection, not all vendors are always available. Also, changes to BP benefits and premiums don’t integrate into our benchmarking tool right away or consistently throughout the year. 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 like having all the important account details stored in my profile; it’s a great resource to refer back to whenever I need them. We integrate this platform with other software and it is very helpful with support and onboarding new hires to help get them up to speed as quickly as possible. Review collected by and hosted on G2.com.

The downside is that it does require manual updates rather than an easy renewal process with automated data updates. Review collected by and hosted on G2.com.

I like BenefitPoint's clean and pleasant user interface, which makes navigating the system a better experience. I appreciate that it syncs data with our AMS360 software, eliminating the need for double data entry. I also find the single sign-on through Vertafore very helpful as it simplifies managing identities. Review collected by and hosted on G2.com.

As someone who wasn't formally trained on BenefitPoint, I can have a difficult time intuiting how to complete tasks. I frequently have to request help for things I feel I could figure out on my own or with a more robust knowledge base. Much of the knowledge base seems to assume proficiency with BenefitPoint. I could really use some basic tutorials to get me up to speed. Review collected by and hosted on G2.com.

I like the ability to have marketing groups in BenefitPoint. Since I work a lot with CalPERS, it's an easy way to apply changes across multiple accounts and only have to enter the plan once. With over 100 CalPERS clients, it allows us to enter a plan just one time instead of 100 times, which is incredibly helpful. Review collected by and hosted on G2.com.

BenefitPoint is really non user-friendly. I train new coworkers on it and they complain the most about how confusing it is to set up. It's a really complicated system to request a renewal all around. Review collected by and hosted on G2.com.

I am in BenefitPoint daily and I love that I can see Audit points and run reports often. Review collected by and hosted on G2.com.

Sometimes I do feel like things don't always save when I work in it. 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.