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Brown & Brown, Inc.
"Having a central location of client information helps us better serve our clients. BenefitPoint improves our productivity since we no longer have to rely on the integrity of paper file data."
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- Stephanie Gay,
Major Accounts Service Representative
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Banc of America Corporate Insurance Agency
"We chose Benefitpoint Aptus for our Employee Benefits division due to its ability to deliver an integrated client management, marketing, procurement, and revenue tracking solution in one package. Our research made it clear that Aptus offers not only the depth of its CRM competitors, but an immeasurable advantage in the wealth of benefits and financial services information it provides."
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- Glenn P. Vatasin,
Sr. Vice-President
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Health Net of California
"Health Net is always looking for innovative ways to strengthen its relationships with brokers and consultants and efficiently manage the process of renewing and writing new business. We found that BenefitPoint offers the rare blend of effective technology and supportive human capital we believe will help make a positive difference in our business."
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- Anne Hanlon,
Director of Sales and Account Management
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Johnson & Dugan
"BenefitPoint provided the solution to our need for a back office. The platform replaced an outdated database and integrated smoothly into our workflow processes. We feel strongly that BenefitPoint is moving with us in the right direction to provide the level of service that our clients expect and deserve."
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- Jody Lee,
Training Manager
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Lockton Benefit Group
"The Broker Content Extract and the Activity Log have allowed us to monitor how business has moved from carrier to carrier and why, and to effectively communicate service issues to carriers. A centralized repository of plan related information makes it much easier to perform marketing and provides great information for executive reporting."
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- Ross Reda,
Vice President
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Mercer Health & Benefits
"As BenefitPoint Aptus becomes embedded in our workflow and that of other leading brokers nationwide, carriers who respond online will be advantaged. Online responses automate client reporting for complete and objective evaluation of results and carrier selection. We strongly encourage carriers to use this tool to take advantage of its value in product differentiation, distribution, standardization and market efficiency."
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- Bob O'Brien,
Health & Benefits America's Business Leader
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TRION
"With BenefitPoint, we have a better record of which plans are up for renewal. Renewal dates are easy to manage and renewal request information is accessible at any time. When it is time for delivery, renewal requests can be preprogrammed for delivery to the appropriate (carrier) contacts."
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- Cathy Bowe,
Director of Operations, Consulting
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Woodruff-Sawyer & Co.
"Having our data centralized in one location and having a template to enter data so that we have consistency across plans, we are better able to monitor workflow and progress not only for existing staff but also for new staff."
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- Andrea Robinson,
Benefits Practice Manager
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