I like how BenefitPoint houses all my client's data in one place, from company profiles to plans offered and managing cases with employees. It's super convenient having all my client's information easily accessible. BenefitPoint is easy to navigate, and I can quickly find the information I need right at my fingertips. I also frequently use the plan details feature, as it provides essential information about health insurance plans, benefits, and renewal dates. The initial setup of BenefitPoint was very easy to get started. Review collected by and hosted on G2.com.

Adding contacts is sometimes difficult, or I forget to hit save and lose work that I have input. When adding a new internal team member, you have to scroll down, find the location, push the arrow to move it over, then save it, and then go back and add the name to the account team. Review collected by and hosted on G2.com.

I like that BenefitPoint provides one place where we can see all the benefits for each of our groups and track who the contacts are. It's just good having one central location for where that information is housed, and multiple people have access to it. Review collected by and hosted on G2.com.

I wish there was just a way to maybe import the information because it's very manual to do all of it if you're updating a bunch of clients at once, especially if a lot of the splits and stuff are the same client to client. I wish I could just import it instead of just having to click through all those prompts even if it's a prefilled option. Review collected by and hosted on G2.com.

It's a central portal for various departments to seamlessly work together to prospect + integrate virtually any LOC for their groups. Review collected by and hosted on G2.com.

The greatest deficit is the amount of times one usually needs to sign in to remain active in the sight which is actually a very minimal issue. The other being the aggressiveness + nitpickiness of the reporting is not very user friendly and requires the user to have many trial and errors that ultimately sometimes don't find the report one is searching for. Review collected by and hosted on G2.com.

I find BenefitPoint to be organized and easy to use, which makes managing client benefit policies straightforward. I also like the ability to enter in different benefits, carriers, vendor types, and renewal years. It's very valuable to see when certain coverages started or are ending, and to know what type of coverages are in place. Review collected by and hosted on G2.com.

When we take someone over mid-year and have to do a renew/replace, it's not very clear. It could be explained better on how to renew, replace, or cancel policies if they are mid-year takeovers. Review collected by and hosted on G2.com.

Of all the other CRM programs I have used, Benefit point feels much more user friendly/intuitive albeit in need of some minor tunes and updates to really highlight the ease of access to younger generations. Review collected by and hosted on G2.com.

I haven't had the opportunity to work with integrations, nor do I have access to the pricing side of things; However, I would say that what I dislike most about BenefitPoint is the support. I can of was able to learn through being hands on but it didn't feel like it was super easy to find further help or request further help. Review collected by and hosted on G2.com.

Being able to track and store multiple items for a client in their profile. The support team is also open to feedback and does listen to the feedback received. Review collected by and hosted on G2.com.

There are many buttons to click to get one task done which causes a delay. The outlook connector can be finnicky. The system also looks a bit outdated. Review collected by and hosted on G2.com.

Plans screen is very helpful! The rates and commissions screens are also helpful. Review collected by and hosted on G2.com.

Entering the benefits and rates and commissions. It's very cumbersome to enter all the benefits, rates and commissions. It's even harder when the group is Self-Funded and entering the rates and commission on the Medical screen and Stop Loss screens. Review collected by and hosted on G2.com.

BenefitPoint is great for tracking both historical and current data. I love that I can open a client’s profile and see a clear history of their plans going back five years or more. It really helps make renewal preparation seamless. Review collected by and hosted on G2.com.

The user interface feels dated and takes “too many clicks” to complete simple tasks or move between screens. Keeping every plan variation, rate sheet, and eligibility rule perfectly up to date also requires a high volume of administrative data entry. Review collected by and hosted on G2.com.

I love being able to view all of my client accounts in one system. Review collected by and hosted on G2.com.

Not necessarily anything to dislike, but there are SOOO many features that it could possibly be overwhelming Review collected by and hosted on G2.com.

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.