BenefitPoint Reviews & Product Details

BenefitPoint has been a perfect tool helping me and my team manage our benefit's administration on a daily basis. I have been a part of multiple demos with other competitors, and this system's capabilities far outweigh the others. It is important to me to be able to manage our clients and track commissions and revenue in one system, as well as integrate with other workplace solutions. It is an easy system to implement and use and helps us maintain a smooth workflow. On the rare occasion we have an issue, they have a great support team that is able to get it resolved efficiently and timely. Review collected by and hosted on G2.com.

The only downside is that we do not hit all of the markers to be able to utilize the benchmarking. That is more on us than the system. Review collected by and hosted on G2.com.

I love the customization of Benefit Point. Our team has taken some time recently to iron out exactly what fields we would like to add that are not standard fields, and those additional data points are making it easier to make BP our central source of information. Review collected by and hosted on G2.com.

So far we love it, but if I had to pick something... I would say I wish every field was customizable. It's 90% customizable to our liking, but there are some additional things we would like to accompany with the standard fields and a different order we would put some questions in. Review collected by and hosted on G2.com.

My team find it extremely useful to be able to upload client data to the benefitpoint database rather than having to store it in Excel spreadsheets. Being able to later download this data and transform it alllows us to make informed business decisions.

Another feature that I like is the renewal / plan management features. Review collected by and hosted on G2.com.

Although I do like the renewal and plan management features overall. It can feel a bit cumbersome navigating, you cannot open plans in a new tab which can make opening multiple plans at once difficult. It is also cumbersome having to completely exit out of a plan to access another part i.e going from rates to beenfits to contributions etc. Review collected by and hosted on G2.com.

It's a central portal for various departments to seamlessly work together to prospect + integrate virtually any LOC for their groups. Review collected by and hosted on G2.com.

The greatest deficit is the amount of times one usually needs to sign in to remain active in the sight which is actually a very minimal issue. The other being the aggressiveness + nitpickiness of the reporting is not very user friendly and requires the user to have many trial and errors that ultimately sometimes don't find the report one is searching for. Review collected by and hosted on G2.com.

We rely on BenefitPoint chiefly as a data store, particularly for rates, contributions, account data, and account demographic data. Review collected by and hosted on G2.com.

We've had a tough time with the continuity at the account management level since we've had multiple executive liaisons or account managers over time. It's been a challenge to maintain a consistent relationship. Plus, the user interface is not great, and it doesn't align well with the detailed data structure we need. We often find ourselves developing workarounds. The data schemas are difficult to work with because they don't help us capture data in a meaningful way. Even with custom fields, we struggle to get the granularity we need. Additionally, the APIs are very limiting, and they don't let us extract all the necessary data in a coherent way. Review collected by and hosted on G2.com.

I like BenefitPoint's clean and pleasant user interface, which makes navigating the system a better experience. I appreciate that it syncs data with our AMS360 software, eliminating the need for double data entry. I also find the single sign-on through Vertafore very helpful as it simplifies managing identities. Review collected by and hosted on G2.com.

As someone who wasn't formally trained on BenefitPoint, I can have a difficult time intuiting how to complete tasks. I frequently have to request help for things I feel I could figure out on my own or with a more robust knowledge base. Much of the knowledge base seems to assume proficiency with BenefitPoint. I could really use some basic tutorials to get me up to speed. Review collected by and hosted on G2.com.

I like the ability to have marketing groups in BenefitPoint. Since I work a lot with CalPERS, it's an easy way to apply changes across multiple accounts and only have to enter the plan once. With over 100 CalPERS clients, it allows us to enter a plan just one time instead of 100 times, which is incredibly helpful. Review collected by and hosted on G2.com.

BenefitPoint is really non user-friendly. I train new coworkers on it and they complain the most about how confusing it is to set up. It's a really complicated system to request a renewal all around. Review collected by and hosted on G2.com.

I like that custom fields can be created to help me track important information to my process. I like that it syncs with other agency platforms. I do wish it was more user friendly and that more fields were customized. Review collected by and hosted on G2.com.

I don't care for the documentation feature. If a document was uploaded with an incorrect or not descriptive label, you cannot edit it after its been uploaded. Review collected by and hosted on G2.com.

I'm in accounting so I use the admin features and input statements. It's nice to be able to review the statement and check for obvious errors that might occur before posting so that I can potentially avoid issues with the statement coming over to AMS360. Review collected by and hosted on G2.com.

When I export a statement, it would be nice to be able to export only the selection of items from the drop down versus the entire statement. For example, it would be nice if I have "bonus" selected, and then hit export, I would like it to export only the lines that were input as bonus. Review collected by and hosted on G2.com.

I like BenefitPoint's search functionality for clients and policies. It helps us store all of our data in a central location and tie policies to accounts. Review collected by and hosted on G2.com.

I don't like that it tries to solve for everything and in turn solves for nothing. It allows for too much specific granularity with language and logic that cannot be customized while still not being able to capture some important data. It has too much rigid naming for benefits and rate elements, and the inability to enter enrollment for contribution groups is a huge miss. Review collected by and hosted on G2.com.