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BenefitPoint Reviews & Product Details - Page 3

BenefitPoint Overview

What is BenefitPoint?

For 50 years, Vertafore has stood as the undisputed titan in modern insurance technology. It hasn't merely followed the ebb and flow of the industry but has trailblazed and transformed insurance distribution, making it sleek, intuitive, and people-centric. This phenomenal journey ensures that our valued clientele can zero in on the heart of their mission: genuine human connections. With a staggering portfolio of over 20,000 dynamic agencies, an impressive roster of 1,000 elite carriers, and the unwavering trust of 23 state governments, Vertafore's groundbreaking solutions provide a seamless, interconnected web. Vertafore elevates the experience for both client and agent and leverages the sheer magnitude of data to redefine efficiency and productivity. The result? A portfolio of solutions that drive boundless profitability and success for independent agencies and carriers alike. Let's talk BenefitPoint. This is not just any agency management tool; it's the only one meticulously crafted for the challenging terrains of the benefits landscape. BenefitPoint doesn't just cope with the nuances of benefits business; it dominates them from pinpointing those elusive missing and underpayments to crafting fluid workflows that adapt to the ever-evolving dance of plans and enrollments. Add to this its aggregate plan benchmarking, and you have an unparalleled advisor at your fingertips. BenefitPoint is not just about efficiency; it genuinely boosts productivity. Our partners don't merely notice an increase in revenue and profitability; they see clear growth. More than keeping their customers, they build lasting loyalty. This reliability is why over 1,000 agencies, including 8 of the top 10 benefits brokers in the industry, consistently choose BenefitPoint. With Vertafore and BenefitPoint, you're not only adopting technology but preparing for what's next. Welcome to a higher standard of insurance. Key features and functionality include: BenefitPoint®: Tailored for Thriving Benefits Businesses Purpose-Built for You: Crafted with agencies and brokers managing significant benefits portfolios in mind. Financial Accuracy: Align estimated revenue with actual commission revenue to ensure you're not leaving any funds on the table. Streamlined Workflows: Our adaptable workflows ensure seamless processes, minimizing errors & oversights. Insightful Reporting: Dive deep into analytics, keeping a vigilant eye on performance and future strategies. Seamless Integration: Sync effortlessly with tools like AMS360, Sagitta, ClientConnect, ReferenceConnect, and RiskMatch for Benefits. Data Exchange: BenefitPoint's web services facilitate smooth data transfers with any external system. Position Your Clients: Equip your teams with real-time benchmarking to demonstrate where client benefit plans align in the industry landscape. Revenue Precision: Electronically input carrier statements. By leveraging estimated and actual revenue, you pinpoint any discrepancies swiftly. Empower your agency with BenefitPoint® and navigate the future of benefits with confidence.

BenefitPoint Details
Languages Supported
English
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Product Description

BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.


Seller Details
Seller
Vertafore
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,388 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
Description

Vertafore is a leading technology provider for the insurance industry, offering cloud-based software solutions designed to streamline operations, enhance customer service, and improve overall efficiency. Their comprehensive suite of products includes agency management systems, compliance tools, and data analytics, catering to the needs of insurance agencies, brokers, and carriers. With a focus on innovation and user-friendly interfaces, Vertafore aims to empower insurance professionals to navigate the complexities of the industry effectively. For more information, visit their website at [vertafore.com](https://www.vertafore.com).


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Recent BenefitPoint Reviews

Verified User
A
Verified UserEnterprise (> 1000 emp.)
3.5 out of 5
"User Friendly Interface"
Using BenefitPoint is very user friendly. With little training, you can easily find basic client data.
KT
Karl T.Enterprise (> 1000 emp.)
5.0 out of 5
"We love Benefit Point!"
Benefit Point makes it easy for us to track and manage clients, and empowers us to make data backed descisions.
DB
Devin B.Enterprise (> 1000 emp.)
4.5 out of 5
"BenefitPoint - Lockton Review"
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 n...
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BenefitPoint Media

BenefitPoint Demo - Account dashboard
Overview of the account
BenefitPoint Demo - Brokerage home - activities
Overview of the activities based on the selected filter
BenefitPoint Demo - Brokerage home - plans
Overview of account plans based on the selected filter.
BenefitPoint Demo - Compliance library
Resource center for legal compliance.
BenefitPoint Demo - Statement detail page
Details of statement to post and the associated plans.
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24 BenefitPoint Reviews

4.3 out of 5
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24 BenefitPoint Reviews
4.3 out of 5
24 BenefitPoint Reviews
4.3 out of 5

BenefitPoint Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Julie U.
JU
Client Representative
Insurance
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about BenefitPoint?

What I like best about BenefitPoint is that once all plans are inputted for a group, if I for some reason cant remember a plan or what the group currently has it is so simple to just go in the portal and look at what the client's current plans are. I also like that I can see what their past plans are as well. It is very simple to input data. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

The only thing I dislike is sometimes its slow and takes awhile for a plan to load or me to log in. When I am running a business intelligence report that takes awhile to download as well. Other then that, I really do not have many dislikes. It is a great internal tool for looking up clients plans quickly and very efficient. Review collected by and hosted on G2.com.

Recommendations to others considering BenefitPoint:

Great internal tool Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

When working with a client during renewal season I like being able to look in the archived folders and see who the client has had in the past and what carriers they currently reside with, so when I go out to market I can narrow down the carriers to request proposals from. It is also a fantastic tool for internal workers. I like that if I am out of the office and the client has a questions on their benefits another one of my colleagues can go into BenefitPoint and see what the benefits are right away and get back to the client immediately. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about BenefitPoint?

Quick search to find clients and access all info needed to perform job function Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

Too many fields when entering activity and hours limit is 9 per record Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

Central storehouse of info to access quickly Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about BenefitPoint?

The system has an incredible level of flexibility and can be used to store all of our agencies information. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

At times there is so much (screens, options, boxes) that it is not user friendly Review collected by and hosted on G2.com.

Recommendations to others considering BenefitPoint:

Continue to make it more user friendly. Today it is very rigid and complex, the more friendly and easy to use it gets the better off it will be long term. Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

Documentation storage, renewal tracking, service tracking Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about BenefitPoint?

The ability to create reports is very convenient. I also like the search feature which stores previous search histories. Review collected by and hosted on G2.com.

What do you dislike about BenefitPoint?

There is nothing that I dislike so far about BenefitPoint Review collected by and hosted on G2.com.

What problems is BenefitPoint solving and how is that benefiting you?

It allows us to keep all of our information on all our clients in one easy, accessible place Review collected by and hosted on G2.com.