Besides being a great platform, the customer service is top notch. I can't stress this enough in an age where most companies shy away from having a real person answer the phone. Issues that I have had as a builder are quickly resolved over the phone or shortly after (typically less than an hour) our conversation. It helps build confidently knowing that I have reliable support when I delve into a new part or function of the system.
Because there are so many features, I often learn something new with every build. I don't think that I am close to using every available function on any of my cases. With so many options the system is very versatile and flexible, making each build a custom creation for each of my clients.
I fell in love with platform the very first time I used it as an enroller. I found the enrollment flow quite user friendly and immediately wanted to introduce the platform into my accounts. When I got the opportunity to be a dedicated builder for my agency, I jumped on it. I have had the opportunity to do some individual training in the Frederick, MD office and am looking forward to the convention in DC in June.
I am in the system daily and enjoying the creative side of building cases. While I am leaving a comment in the "dislike" section, know that I am quite satisfied with both the platform and the excellent support team and the experience is coming from someone who is still early in his building experience. Review collected by and hosted on G2.com.
While overall the integration and implementation of the system is user friendly, the process for many of the vendors can be a little stressful at first. Most of this is the process that the individual vendor uses to test and finalize integration. You can't predict vendor A's timeline by your experience vendor B. Some connect almost instantly while others seem to take months to finally integrate.
Obviously, vendors that you regularly use prove to be a little more predictable. But, in the process of learning you wonder if there is something you missed or if what you are experiencing is normal.
For instance, the first time that integrated with Aflac Group, I assumed that I needed the plug showing the status of integration had to be green prior to enrolling anyone. I stressed about it, concerned that it was going to hold up open enrollment because it was yellow. I reached out to several people at Aflac Group and folks within my organization and could not get any definitive answer. Finally someone did answer and let me know that the integration wouldn't show green until after the open enrollment and the enrollment files connected. It would have been less stressful to know that up front.
To be fair, that information might be in an article or in the knowledge base. Those also have a lot of information to digest and can be quite overwhelming to someone new to building a company. Not that they don't prove to be helpful. Review collected by and hosted on G2.com.
