Verified User in Consulting
UC
Verified User in Consulting
Mid-Market (51-1000 emp.)
"Renewal Tracking Made Easy"
5/5
What do you like best about BenefitPoint?

Tracking the renewals for each year of our client. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

Updating benefits with out going through multiple pages. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

We're delighted that BenefitPoint has met your expectations. Your satisfaction is our top priority. We're grateful for your input!

Sarah P.
SP
Sarah P.
Sr Risk Advisor
Mid-Market (51-1000 emp.)
"Great for Application & Policy Attachments, But Navigation Feels Clunky"
3.5/5
What do you like best about BenefitPoint?

Attachments of applications and policies Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

It’s a little clunky getting around in it Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you for your review of BenefitPoint, Sarah! We value your opinion and appreciate you taking the time to share your experience. Input from customers like you helps drive our software improvements.

JP
Jessica P.
Mid-Market (51-1000 emp.)
"Essential Tool for Compliance and Task Management"
5/5
What do you like best about BenefitPoint?

I use BenefitPoint for my job as a Life and Health Account Executive. It allows me to save important client documents, set tasks, and keep compliance reporting requirements with timestamps all in one place. I like the drag and drop feature for file attachments. The task (activity log) feature keeps me on track with my clients. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

I can't think of anything. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you so much for your kind words, Jessica! We're thrilled to hear that BenefitPoint is helping you stay organized and on track with your clients. We're happy to be a part of your business and appreciate your feedback!

Verified User in Insurance
AI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Easy to Use and Packed with Helpful Information"
4/5
What do you like best about BenefitPoint?

It is fairly easy to use and provides a lot of information. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

I think the interface could be a little better and maybe some easier spots to put information. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you for sharing your thoughts on BenefitPoint with us. We value your opinion and appreciate you taking the time to share your experience. Input from customers like you helps drive our software improvements.

SL
Savannah L.
IT
Small-Business (50 or fewer emp.)
"Super User-Friendly and Efficient for Organizing Benefits Data"
5/5
What do you like best about BenefitPoint?

I like how BenefitPoint helps keep all of our data organized. It's user-friendly, which makes navigating it easy. I really like the search feature because it's super easy to find the customers I need. The initial setup was really easy too. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

N/A. I dont have any issues with it as of now Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you so much for your kind words, Savannah! It's fantastic to know that BenefitPoint helps you and your business succeed. Reviews like this make us excited to come to work each day!

Kelly S.
KS
Kelly S.
Regional Manager- Select Business Unit
Mid-Market (51-1000 emp.)
"Easy to Use and Lets Us List Tons of Information"
5/5
What do you like best about BenefitPoint?

The most helpful is the ease of use and allowance to list a ton of information. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

Not always having access to report information I need. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you for taking the time to share your experience with BenefitPoint, Kelly! We're glad to hear that you find our product easy to use and helpful for listing a lot of information. We appreciate your review and look forward to continuing our partnership.

Verified User in Insurance
UI
Verified User in Insurance
Enterprise (> 1000 emp.)
"Easy to Use and Streamlined—Saves Me Hours Every Week"
4.5/5
What do you like best about BenefitPoint?

easy to use, saves me hours a week, the process is streamlined Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

repetitive fields and having to type the same thing in over and over Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you for taking the time to share your experience with BenefitPoint. We're thrilled to hear that our product is such a timesaver for you! We're happy to be a part of your business and appreciate your feedback!

Kristopher M.
KM
Kristopher M.
Board Member - Programming and Events
Enterprise (> 1000 emp.)
"Efficient for Tracking Commissions, But Needs Improved Navigation"
3/5
What do you like best about BenefitPoint?

I find BenefitPoint easy to track commissions and find plans, which is particularly helpful for month-end usage. The initial setup of BenefitPoint was easy enough. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

Some features are buried within the program and hard to find. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you for leaving a comment, Kristopher. Your input is essential in shaping BenefitPoint. We value your opinion and strive to improve based on your suggestions.

Verified User in Consulting
CC
Verified User in Consulting
Enterprise (> 1000 emp.)
"BenefitPoint Makes Client Benefits Data Easy to Manage, Track, and Report"
4/5
What do you like best about BenefitPoint?

BenefitPoint makes it easy to manage, track, and report on client benefits data. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The amount of manual data entry and ongoing maintenance required to keep records current can be time-consuming. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you for your review of BenefitPoint! We value your opinion and appreciate you taking the time to share your experience.

Melissa S.
MS
Melissa S.
Wellness Advocate
Small-Business (50 or fewer emp.)
"Well-Organized, Integrates Seamlessly"
4/5
What do you like best about BenefitPoint?

I like that BenefitPoint is clearly organized and makes it easy to find information, which really helps when I am centralizing client and plan information. I also appreciate its integration with AMS360, which enhances my workflow. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

It's a little more cumbersome than AMS360 Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Hello, Melissa! Thank you for your review of BenefitPoint. We're delighted to hear that you enjoy our product's layout and integrations, and appreciate you taking the time to provide your feedback. We look forward to continuing our partnership!