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LW

Lisa W.

Group Benefits Administrator

Small-Business (50 or fewer emp.)

7/22/2025

"Using Benefit Point is Crucial for my job"

5/5

What do you like best about BenefitPoint?

I like best about Benefit Point, being able to create reports for upcoming renewals, being able to add any information needed at any time. I am in Benefit Point all day at Lang. I love Benefit Point and will continue to use daily. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The only thing I can think of is when editing dependents, the delete button gets hit on accident a lot of times, then I have to re-enter dates of birth. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Thank you, Lisa for your positive feedback about BenefitPoint and how it helps you with creating reports and managing information. Reviews like this make us excited to come to work each day!

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

9/25/2025

"Flexible and comprehensive"

4/5

What do you like best about BenefitPoint?

Using a software system designed specifically for benefits really simplifies things. The standard configuration is robust and, to be honest, quite comprehensive. On top of that, having the option to create custom fields and decide how to integrate with your AMS turns this into a truly tailored solution. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

BenefitPoint is tailored to group benefits, and accommodates individual life & health. There are still a few changes needed to make it a 10 out of 10 system for individual. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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Thank you for taking the time to share your experience with BenefitPoint! It's fantastic to know that it helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback!

BP

Brenna P.

Benefits Account Manager

Small-Business (50 or fewer emp.)

6/4/2025

"BenefitPoint is a highly useful system for Benefits Account Management on all fronts"

5/5

What do you like best about BenefitPoint?

BenefitPoint is designed specifically for the employee benefits space. Features are customizable for your agency and it is an excellent organizational tool. The workflow capability works similarly to a project management system where you can assign tasks to your team and work together to get information to your clients faster with a clear history of what has happened. BenefitPoint is very intuitive and easy to use. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

BenefitPoint flows some items over to AMS360, but not all activities are visible there. We are looking forward to AgencyOne as a solution for that. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

BenefitPoint provides us visibility to all activities that are completed for a client. Eliminating having to hunt for history elsewhere in a shared drive, or emails for example. BenefitPoint is also more robust than using AMS360 for these items, since it has fields that are used specifically in the employee benefits space. Also, the BenefitPoint service team is constantly evolving the product and listens to their users for valuable feedback. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Hello Brenna - We appreciate you taking the time to share your thoughts. Reviews like this make us excited to come to work each day. More AgencyOne updates to come!

C

Christina .

Employee Benefits Account Executive

Small-Business (50 or fewer emp.)

6/12/2025

"Very User Friendly"

5/5

What do you like best about BenefitPoint?

What I like best about BenefitPoint is how you can create workflows, which make my job easier. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

At this point, I don't have any dislikes Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

The problems that BenefitPoint is solving is making my job easier and simple to follow. The workflows that we have established has made my job make more sense and it also keeps me on track with making sure everything is completed in order and on time. I love the Record Assisignment, that shows me what I due and upcoming. This feature helps me stay on top of important tasks and it's totally a great reminder tool. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Thank you so much for your kind words! It's fantastic to know that BenefitPoint helps you and your agency succeed.

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

6/4/2025

"Works fine, but room for improvement"

3.5/5

What do you like best about BenefitPoint?

While it offers strong capabilities for managing group benefits and integrates well with other Vertafore tools, there are several areas where the platform could improve to better meet user needs and evolving industry expectations. BenefitPoint effectively consolidates client, carrier, and plan data, reducing the need for duplicate data entry. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The UI feels outdated and unintuitive in places. Many of our internal users report difficulty in navigating through multiple menus to find key information. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

BenefitPoint helps solve the challenge of managing complex employee benefits data across multiple carriers, clients, and plan years. It centralizes all benefits-related information—such as plan details, carrier contacts, commissions, and renewal timelines—into a single system. This eliminates the need for disparate spreadsheets and manual tracking, reducing the risk of errors and missed deadlines. We have increased efficiency, improved accuracy, stronger client management and commission tracking Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Thank you for sharing how BenefitPoint is making a difference for your team! We're so glad to hear it's helping you centralize complex benefits data, reduce manual work, and improve efficiency across the board. Input on the UI is heard.

LB

Lynn B.

Benefits Manager

Mid-Market (51-1000 emp.)

5/8/2025

"BenefitPoint has been such a blessing!"

4.5/5

What do you like best about BenefitPoint?

Been using BenefitPoint for 10+ years and this has made managing our client base so much easier than our last product. We could not manage our clients without this program. And because it integrated with our customer system on the opposite side of the house (property/liability), you get a holistic view of your client. And they have customer service to help you along the way! Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

We would love to use the RFP module but our carriers in our market refuse to use it, so its of no value to us. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

One of the big and recent wins is an embedded revenue tracking mechanism. Now that this is housed in our BenefitPoint system, there is no "outside" program to use, no going back/forth on data and creating/re-creating when you need to modify a policy or name. This was a great game changer in making us more efficient in our day to day operations. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Hello Lynn, thank you for taking the time to share your experience with BenefitPoint! We're happy to be a part of your business and appreciate your feedback.

CF

Caitlin F.

Account Management

Mid-Market (51-1000 emp.)

7/17/2025

"User friendly software that makes for great record-keeping."

5/5

What do you like best about BenefitPoint?

As someone who uses BenefitPoint everyday, it's the most effective tool for record-keeping. It's user-friendly and is not hard to look at. Whether it's for a prospective client, or active client. Everything is housed nicely and easily found within the software. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

Sometimes the customer service could be better, but the software itself, I have no complaints about. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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Hello, Caitlin! Thank you so much for your review of BenefitPoint. We are thrilled that the software is meeting your needs so effectively and are happy to be a part of your business. We also appreciate your feedback about our customer service and will strive to improve in that area. Should you ever need assistance, please do not hesitate to contact our support line at 1.800.444.4813.

AH

April H.

Account Manager

Small-Business (50 or fewer emp.)

4/16/2025

"Comprehensive but Clunky"

2.5/5

What do you like best about BenefitPoint?

BenefitPoint does a good job of storing detailed benefit plan information and plan history in one place. I also find value in the ability to customize fields and organize data. The platform provides a central location to reference plan information, on the group benefits side. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The platform is not as user-friendly or efficient as it could be. It can be difficult to navigate, especially for new users or for those who don't use it daily. It doesn't integrate well with other Vertafore products we use, which creates more manual work and duplication or efforts across systems. Managing client and carrier data can feel clunky, and some workflows, like updating benefits or handling commissions. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

BenefitPoint solves the problem of scattering benefits data across multiple systems and spreadsheets by consolidating essentials details, like, plan information and renewal records into one central hub. This centralization helps ensure consistency and makes it a little easier to track and reference information when needed. While it doesn't perfectly integrate with our other system, it still simplifies the process by reducing data loss and increasing overall visibility, even if some manual work remains. Review collected by and hosted on G2.com.

Response from Lisa Landes of BenefitPoint

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Hello April, we value your opinion and strive to improve based on your suggestions. Thank you for your review of BenefitPoint!

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

9/25/2025

"BenefitPoint is a good tool, but it has areas of improvements that need to be made."

3.5/5

What do you like best about BenefitPoint?

Being able to enter commission thru eStatement tool. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The errors that occur when you update information in BenefitPoint, but it does not update in AMS. Having to double enter information is time consuming. Activity Log needs to be more streamline. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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Hello! We appreciate your feedback on BenefitPoint. We appreciate your input and will take it into consideration for future updates. We value your business and aim to provide the best experience possible.

CG

Chris G.

Account Executive

Small-Business (50 or fewer emp.)

7/15/2025

"Good overall CRM System"

4.5/5

What do you like best about BenefitPoint?

Benefitpoint is very helpful in keeping customer contact and policy information up to date. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

There is no way to build an email template and send the same message via email to multiple clients. This needs to be added. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint

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Thank you for your feedback, Chris! It's fantastic to know that BenefitPoint helps you and your agency succeed. We understand your frustration around email templates and mass email functionality. We will pass your input along to our team for consideration.