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

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.

Easy to learn the basics. Pretty standard in finding where things are. Review collected by and hosted on G2.com.

Trying to access separate forms easily, accessing accounts is clunky. There are tons of little things that could be added to create ease of use things, like automatically adding the /in date entry areas. Review collected by and hosted on G2.com.

What I enjoy most about BenefitPoint is how efficient and user friendly the platform is. There are several places to store information to keep everything organized and easy to find. Review collected by and hosted on G2.com.

One thing that comes to mind with BenefitPoint is the drop downs - if you miss a drop down arrow to expand you might miss the information you are looking for. If the drop down arrows were bigger or indicated it could be beneficial. Review collected by and hosted on G2.com.

I enjoy using BenefitPoint for it's ease of access. I have rarely come across problems that I couldn't figure out myself, or that wasn't already answered by another user or Customer Service in the MyVertafore site. I use BenefitPoint everyday and I'm grateful my company chose such a great product to utilize in our agency. Review collected by and hosted on G2.com.

I don't know that there are many downsides to BenefitPoint, the only thing I can think of is sometimes I may click on something and it takes a while to open, though that may be a server error on my end! Review collected by and hosted on G2.com.

Centralized Benefits Management

Stores all client, carrier, and plan information in one system.

Allows for easy tracking of renewals, plan options, and commissions across multiple carriers and lines of coverage. Review collected by and hosted on G2.com.

limited customization and slower performance with large data sets Review collected by and hosted on G2.com.

Built-in workflows help track renewal dates, send reminders, and assign tasks, which streamlines the renewal process and keeps the team on track. Review collected by and hosted on G2.com.

New users often find it difficult to navigate without formal training. It’s not very user-friendly right out of the gate. Review collected by and hosted on G2.com.

Having all client information in one system - Access to many helpful reports Review collected by and hosted on G2.com.

RTM is hard to use and is still not working for our company. Would love to set up a call to resolve this.

The Plan view includes all prior years. Would like to only see the current renewal first on the list. I always have to put it in descending order.

In Carrier management, I accidentally hit the double arrow and all the carriers transferred to my carrier list. I have to manually take each one off—14,000 carriers. There should be an easy fix for this, but apparently not. Review collected by and hosted on G2.com.

I love the user-friendly interface that makes it easier to service my clients. Less time wasted looking for things when it is all in front of you. Review collected by and hosted on G2.com.

There could be a better integration with Outlook that would attached emails/the contents straight to your record. Review collected by and hosted on G2.com.

This program is very user friendly. It is easy to navigate the system and add what you need. When using the search feature, it is easy find the client you are looking for. With our company, we use this system daily. Review collected by and hosted on G2.com.

When looking at the policy, it makes you submit a new task each time even when not making a change. Review collected by and hosted on G2.com.

BenefitPoint is extremely easy to use from an administrative standpoint. I was able to jump right in without much knowledge of the application and felt right at home with the functionality. Also my customer support team at Vertafore is always willing to help with any questions I may have. Review collected by and hosted on G2.com.

I only wish that I was able to view the firm settings (even if unable to update them). However I know that I can get the information I need from our support team, so this isn't really an issue for us. Review collected by and hosted on G2.com.