Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"All Our Info in One Place with an Easy Renewal calendar"
4.5/5
What do you like best about BenefitPoint?

That all our information is one place, and I can easily pull a renewal calendar to see who I need to work on next. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

I wish there was a way to easier input the rates 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. Please don’t hesitate to reach out if you need anything in the future.

Amy L.
AL
Amy L.
Benefits Manager
Mid-Market (51-1000 emp.)
"Solid Agency Management System with Room for Improvement"
4/5
What do you like best about BenefitPoint?

I really think BenefitPoint is the ace of the program. The initial setup for our team was very easy. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The tracking of the commission and the ease of reviewing employee benefits. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Hello, Amy! Thank you for taking the time to share your experience with BenefitPoint! We're glad to hear that you found BenefitPoint easy to set up for your team. We appreciate your review and look forward to continuing our partnership.

MW
Melissa W.
Sr. Training Associate Consultant
Mid-Market (51-1000 emp.)
"Benefitpoint Revenue Tracking System"
5/5
What do you like best about BenefitPoint?

In the Employee Benefits department, we depend on the monthly reports provided by BBI. I also appreciate being able to export data to Excel from many of the screens in Benefitpoint, which makes data analysis more convenient. Most importantly, the SBC upload feature automatically fills in the benefit summary fields, saving Consultants valuable time when managing plans. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

When you need a new feature, you have to submit the idea to a 'Wishlist' and hope that your suggestion will be accepted. 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, Melissa! We appreciate your review and look forward to continuing our partnership.

Aaron A.
AA
Aaron A.
Sales & Retention Manager (Health, Ancillary)
Insurance
Small-Business (50 or fewer emp.)
"BenefitPoint, now more powerful with AMS integration"
4.5/5
What do you like best about BenefitPoint?

I think the search function of BenefitPoint is good. It's easy and neat to generate reports, which is nice. I'm satisfied with the amount of information available on the dashboard or account summary tab. It's great that it can be integrated with AMS. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

I don't like it when clicking on a carrier in the carrier contact tab opens a window in the form of a popup. I would prefer if it just opened a new window. Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thanks for your review off BenefitPoint, Aaron! We're glad to hear that you find the search function and report generation easy to use. We appreciate your feedback about the carrier contact tab and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.

Verified User in Insurance
AI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Benefit Point Rocks"
4.5/5
What do you like best about BenefitPoint?

The data that it can hold - we are able to use in a varierty of ways Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

system can be a little clunky when navigating 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 grateful for your input! Customer input drives our improvements, and our team is always working on enhancing our software based on feedback like yours.

Verified User in Insurance
UI
Verified User in Insurance
Enterprise (> 1000 emp.)
"Simple, Straightforward, and Easy to Use"
5/5
What do you like best about BenefitPoint?

It is very simple and easy to use. Everything is straight forward Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

I dont like that there are a lot of extra boxes for information that is not needed. 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.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Easy to Use, But Too Many Mundane Tasks. Correct"
2.5/5
What do you like best about BenefitPoint?

Easy to use. Helps organize my life with the many tools Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

Lots of mundane tasks that I need to do in it Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

Thank you for letting us know what you think about BenefitPoint. We value your opinion and strive to improve based on your suggestions.

Verified User in Insurance
UI
Verified User in Insurance
Enterprise (> 1000 emp.)
"One Central System for Benefits and Rate Information"
4.5/5
What do you like best about BenefitPoint?

Able to have one system to house benefits and rate information Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

For some screens "edit" button is hard to find and have to hit save after every change and wait for system to refresh 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 value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Centralized Benefits, Client Data Made Easy"
4/5
What do you like best about BenefitPoint?

Being able to centralize the data for our benefits cilents Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

There are still limitations like integrations with carriers 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. Please don’t hesitate to reach out if you need anything in the future!

Verified User in Insurance
AI
Verified User in Insurance
Enterprise (> 1000 emp.)
"Reports, Client Info, and Renewal Calendar That Deliver"
4.5/5
What do you like best about BenefitPoint?

Reports, Client Information and Renewal Calendar Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

Occasionally Information to/from AMS doesn't sync correctly Review collected by and hosted on G2.com.

Response from Nate McKissick of BenefitPoint
Edit edit

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