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.

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.

All of the information on our accounts is easily accesible. Review collected by and hosted on G2.com.

The system itself looks outdated. It would be better if it integrated with employee navigator Review collected by and hosted on G2.com.

it's super informational especially for my clients! Review collected by and hosted on G2.com.

It's a little clunky, have to click around a little bit more than you probably should 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.

It's a great database to aggregate client data. While additional functionality might be available with other platforms, BP works well and collects the data we need to keep our book of business organized. Review collected by and hosted on G2.com.

It's a little simple compared to some other platforms. Some fields are required that we don't have information to complete. Review collected by and hosted on G2.com.

I like that Benefit Point is organized and highlights when a renewal is coming up. It performs well and incorporates and integrates all pricing. Review collected by and hosted on G2.com.

Sometimes Benefit Point is clunky and hard to manage when there are multiple classes of employees. 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.