Top Rated BenefitPoint Alternatives
24 BenefitPoint Reviews
I like the responsiveness by the Vertafore team whilst making a ticket. They're always quick to respond and aren't afraid to let you know if they need more time to digest an issue. Review collected by and hosted on G2.com.
I dislike the request tab, facilitating an RFP isn't as easy at it would seem on the platform. The biggest issue is how we have to enter carrier responses back into the system instead of them putting their quotes into the system. Supposedly a change is coming later this FY24 with PlanSight. Review collected by and hosted on G2.com.
Not much. You can add a lot of data, but the navigation is so awful you are not even aware your work wasn't saved and it doesn't allow for modifications that are quite commonly used. Review collected by and hosted on G2.com.
The navigation is awful. For example, you can't just hit save. You have to also hit a tiny blue option "Update" before saving. I have to do things more than once and stumble through. The templates for things like age banded rates or age specific fees are not modifiable. Better stay diligent or your work won't actually be saved. Honestly one of the worst websites I've ever used for work. I was also informed logging in outside of our company's portal will not be the same platform, from which some features won't be visible and some work we do won't be saved. Review collected by and hosted on G2.com.
I feel that it is very user friendly - I am new in the industry and have been using this system with my agency in the last year. I feel that the system has a lot of capabilities that I do not know about. Review collected by and hosted on G2.com.
I wish I had more traning on the system, the only training I received was from someone in my company. I feel that if you do not have someone very savvy with the systems then you will not be able to learn its full capability. Review collected by and hosted on G2.com.
Benefit Point makes it easy for us to track and manage clients, and empowers us to make data backed descisions. Review collected by and hosted on G2.com.
I wish there was more options for benefit attributes within additional products such as Accident, Critical Illness, and Hospital Indemnity. Review collected by and hosted on G2.com.
Data available for reporting and ease of use. Review collected by and hosted on G2.com.
Business Intelligence is a littlw cumbersome and AWS doesn't have all the reporting info we need Review collected by and hosted on G2.com.
Using BenefitPoint is very user friendly. With little training, you can easily find basic client data. Review collected by and hosted on G2.com.
The inability to download commission directly into the system Review collected by and hosted on G2.com.
The fact that BP integrates with AMS360 makes my life so easy. I could not imagine having to create policies in BP &AMS360. I like that I am able to create attachments and link to specific policies. Review collected by and hosted on G2.com.
I wish I could upload an excel template of commission rather than entering it line by line. It is sooooo time-consuming to enter multiple statements in a short amount of time. Review collected by and hosted on G2.com.
It's interation with the other products we use and the simplicity of invoicing Review collected by and hosted on G2.com.
The site is seem a little outdated and lots of manual work Review collected by and hosted on G2.com.
