EaseCentral

EaseCentral

4.5 / 5 36 reviews

Who Uses This Software?

EaseCentral is built for small and medium-sized group health insurance brokers and their customers.


Average Ratings

36 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $349.00/month
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Business Hours

Vendor Details

  • EaseCentral
  • www.easecentral.com
  • Founded 2012
  • United States

About EaseCentral

EaseCentral takes the headaches out of administration so you can focus on benefits. EaseCentral makes it simple to set up and manage benefits, onboard new hires, stay compliant, and offer employees one destination for all their human resources information. Join the 30,000+ small businesses that are using EaseCentral today to cut down enrollment time and increase employee engagement in their benefits and HR programs.


EaseCentral Features

  • Claims Management
  • COBRA Administration
  • Deduction Management
  • Disability Insurance Administration
  • Employee Database
  • FMLA Administration
  • For Brokers
  • For Employers
  • FSA Administration
  • Health Insurance Administration
  • HIPAA Compliant
  • Life Insurance Administration
  • Provider Management
  • Retiree Administration
  • Retirement Plan Management
  • Self Service Portal
  • 360 Degree Feedback
  • Applicant Tracking
  • Benefits Management
  • Compensation Management
  • Employee Database
  • Employee Lifecycle Management
  • Onboarding
  • Payroll Management
  • Performance Management
  • Recruiting Management
  • Self Service Portal
  • Time & Attendance Management
  • Time Off Management
  • Course Management
  • E-Verify / I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Employee Portal
  • File Management
  • Job Description Management
  • Orientation Management
  • Task Management
  • Tax Forms

EaseCentral Reviews Recently Reviewed!


Capterra-loader

EaseCentral is an incredible service and a tremendous value for the yearly investment

Mar 13, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: My clients and I love EaseCentral because it is easy to use. Here's a recent direct quote from a client:
"So far this year is going welll. We have had a large amount of growth and employee turnover so it has been very busy as the Director of Operation and HR Manager. I am all caught up and have been on top of it all. EaseCentral has been what has allowed me to stay on top of it all. "

EaseCentral has allowed me to win new business because they were so impressed with the new hire on-boarding capabilities and benefit enrollment & management functionality of the platform. Also, I like that I can teach my clients how to use it themselves and administer their own benefits in about 10-30 minutes of training. Bottom line is it's easy to learn and use.

Cons: About the only thing I don't like about EaseCentral is recently their Customer Success Support team must have just grown. When I called into EaseCentral in the past I would almost always get a person that I recognized and had worked with before. The last 2-3 times I've called in to ask a question of the support team, I feel that I got a new person and I honestly think I knew more about EaseCentral's features and capabilities than he/she did.

That's about it...everything else is really 2 thumbs up. That's my feedback and the feedback from my clients have been very positive too. Thanks,

Overall: My clients and I use it and we like it. Here's a recent quote..."2018 is going well... We have had a large amount of growth and employee turnover so it has been very busy. I am all caught up and have been on top of it all. EaseCentral has been what has allowed me to stay on top of it all. "

Capterra-loader

After trying many systems... Ease Central comes out on top

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Our agency has committed to using Ease Central as our default system. Though we use others from time to time, Ease Central continues to be the most user friendly choice we're aware of - For employees, company admin, and brokers like us. The reality is - Benefits administration can be complex... Having said that, Ease makes it as simple as our agency has seen.

Cons: There are a few small features that we've requested, and that the Ease Central team is working on. Our first BIG feature request has been implemented - COBRA automation through our preferred COBRA vendor... Outside of that, we'd love to see the system auto-generate term forms for employees who are no longer with the employer or eligible for benefits.

Overall: The main benefit our agency has received from this product is the ability to streamline the enrollment experience for our clients. On of our top goals, as it relates to interacting with our clients and prospects, is to teach. We want people to deepen their understanding of healthcare, and their benefits options. Ease Central has helped us further our mission.

Ben Admin system that's easy to setup, fast to deploy and most importantly - it works

Feb 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: After trying a wide variety of ben admin systems, my favorite aspects of EaseCentral are that it's easy to setup, user friendly for group administrators and employees to use, and it creates a centralized database with a record of all benefits decisions that are available 24/7 from anywhere. Our team can setup a client in a matter of hours even after QA testing. Anyone who's been through long setups with other systems knows the importance of being able to launch quickly. The EaseCentral system was designed and continues to evolve in ways that make almost any benefits program and contribution strategy a possibility to deploy.

Cons: Product updates and new capabilities happen so quickly that if you miss a couple weeks of updates, you can be really behind.

Overall: simplification of benefits administration, which continues to consume more and more time from people in the insurance industry.

Easy to use, responsive support team, excellent service & training options, very secure.

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: LOVE that EaseCentral provides brokers with a single source, easy-to-use system that integrates onboarding, employee benefits, payroll and many additional HR and compliance features to support and bring value to our small business clients. Complex (multiple eligibilities, classes, locations, ...) and customized benefit options are made simple for the employee - allowing them to compare benefit plans, enroll and access their benefit information 24/7. EaseCentral has been an invaluable tool and has allowed us to grow our business and better serve our clients.

Cons: Brokers and Admin are not copied on emails they send out from the EaseCentral site.
Unable to search all Employer Groups by an employee's name.

Ease Central has been a tremendous resource, housing employee and benefit information.

Jun 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is a one stop for activities with most of our employer groups. It is simple to use, easy to track tasks, and easy for employers and employees to use too. It is so nice to have eSignatures and to be able to download the apps with signatures when needed. It is a quick resource when info is needed on employees. I don't have to hunt through enrollment forms or wonder if it is accurate. It is accurate, current employee information for immediate needs. The employee cost is a great resource for employees and the website is an ongoing resource to come back to when needing documents, search tools, or when there is a qualifying event. It is awesome!

Cons: I don't have any cons about the software. Any unknown that I have come across has been quickly answered.

Overall: I'm not sure the full scope of benefits purchased. We use it for employee data, employee benefits, elections, employer contributions, , paycheck deductions, hiring and terminations dates, wages, pay period, 5500 forms.

Pleasant but can be frustrating

Mar 19, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: The ability to have applications generated extremely easily. Applications will typically have all of the necessary information.
It is easy to use once you have learned it.
It is constantly changing and they are constantly adding new information.
Saves a ton of time when working properly.

Cons: There is a lot of room for error. The program does not save everything like it is supposed to at all points.
Mapping errors have sometimes caused bigger issues with the company as a whole.
Not constantly reliable as certain information does not get mapped despite the website being set up for it.
Finding out why issues are happening can be extremely frustrating

EaseCentral makes life so much easier as a broker!

Mar 13, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Gathering completed forms with no more missing information or data from employers and employees. I like the central access point to manage new group enrollments as well as open enrollment changes.

Cons: It would be nice to receive specific notifications when a particular employee has made a change or completed their enrollment, etc. Other than that the system is great.

Overall: Accurate forms and data collection. Easy Payroll deduction information to use. Great client customization.

Easy to Use and Implement

Jun 01, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The ease of use, the fact that we have complete control over the site set up and do not have to rely on the team at EaseCentral to set up sites on our behalf

Cons: Waiting patiently for file feeds to the carriers to be set up. The only piece of EaseCentral that is lacking is the inability to actually send enrollments to the carriers. But I know they are working on it.

Overall: The ability to give clients a portal in which employees can enroll in benefits without the hassle of paper forms.

With a Little Work, It Becomes Easier

Apr 19, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the reporting function, the email ability and the customer service when their are issues or questions. Also, the more you are in the system, the more the system becomes user friendly. I am sure that is with all things, but EaseCentral has updates that appear periodically that really help you do your day to day. So I would say that is definitely a pro, that they are listening when we report issues or pain points.

Cons: It is a little clunky - there isn't a lot you can customize, and when there is an issue you have to call for help. Would like more self serve help features.

EaseCentral makes eligibility management a breeze!

Jun 01, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: No more paper, no applications slipping through the cracks, and I no longer have to decipher untidy handwriting. Open enrollment is so smooth and much more organized.

Cons: I'd like to see more integration with major carriers so we can send enrollments/terminations/changes directly to the carriers through EaseCentral.

Overall: Saves me time processing eligibility and managing open enrollment

Very useful enrollment tool

Jun 01, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use by our brokerage and also our client's HR managers and employees. It allows client's employees to enroll even if they are remote, and forms are complete. I like the customization features. Most of the time, your help desk is knowledgeable and responsive.

Cons: Learning curve for our client's HR. Not all forms populate correctly (although I understand this is difficult to remedy). The build-out of the portal can be tricky.

Overall: Customer retention. Less back-and-forth with clients (due to complete forms).

Super easy to work with and easy to use website.

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use. It takes little time to set up and if I need help, the customer supposed team is top notch!

Cons: I think I like least is how the rates and plans are designed. It's very hard to find the medical plan rates you need and often the medical benefits has errors.

Overall: Ease of enrollment for our clients, ability to print carrier forms and rates for payroll.

Outstanding HR Platform

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of employee onboarding and administration. Generate reports easily. Rates and benefits are easily viewed and compared. I no longer have to conduct enrollment meetings in person. Forms are submitted complete and are processed quickly as a result.

Overall: Saves time with enrollment, onboarding. Quicker submission and approval time.

Ease of use, sleek design, great customer support!

Mar 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: One place to include all benefits and applicable information that is easy for employees to see. Navigating through an Open Enrollment process using EaseCentral has been a breeze for the majority of our clients.

Cons: I wish the system had more options for auto-feed on plan info, rates, etc. Sometimes the hold time for customer service can be a little bit long, but it's generally very quick!

Overall: Convenience, ACA Reporting, Access to deduction reports, one convenient spot to access all enrollment forms.

Easecentral is aptly named! Easy to use, and was the center of my daily activities!

Jun 10, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Auto populating forms, electeonic signatures, and AMAZING customer service made this program a life saver in my day to day.

Cons: Sometimes the really neat little features can be hard to find, and the FAQ and help videos are more general. Also, sometimes it can take a while for a help ticket to be responded to, but that was usually only during 4th quarter when they're likely inundated with requests.

Overall: All employee and benefits information was easily stored in one, highly organized, place.

Overall wonderful platform. Customer service team is phenomenal!

Jun 01, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Display- Visually the system is clean.
I also very much appreciate that information is NOT mandatory to get a group set up and allows for admin to come back and complete as information is gathered/finalized. Auto save is also a great feature and helps when things are hectic.

Cons: Can be a bit cumbersome and wonky when entering detailed specifics-- classes etc.
Some features are not yet built out to accommodate unique contribution strategies. No feature to allow for this data entry

Overall: Ease of information storage for clients.

Our agency wanted to get ahead of the others and implement an enrollment system. Ease fit the bill.

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use and functionality. A lot of software promises a lot of bells and whistles but EaseCentral provided software that works.

Cons: We have no complaints. When we began working with them they were a start-up which provided challenges but the system worked well and paid off.

Very positive, been using EaseCentral for 3+ years

Mar 12, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Constantly improving system and adding new features. The customer service staff is always friendly and responsive

Cons: The add on such as HR support center and EDI integrations are harder to get answers.

Overall: allows us to increase enrollment, communication to member and attract new clients

It's a great product I use for on boarding.

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I researched numerous alternatives to provide online benefits enrollment to my clients, and EaseCentral was the most flexible and provided the best value. This platform helps me with customer retention and my clients love it. It is easy to use and customer support is great! EaseCentral has added and improved features to improve the experience for the broker, client admins and employees. I

Cons: It has taken some time for Ease Central to add more features but they are trying hard to be as competitive as some of the other HR software platforms. While they have features such as an offer letter I would like to see employee applications on the system so the hiring process has a fluidity to it. Also needs to have Cobra administration on the platform.

Very user friendly, great customer service, clients/employees love it!

Mar 12, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to set up and maintain clients. Rate tables are entered and forms are either loaded or quickly mapped.

Cons: Old forms need purged. Would be nice if once new form is added to replace old it automatically did this. I9 form is still not as accurate as it should be-puts clients in jeopardy with compliance issues.

Overall: saves lots of time, paper, and money!

Best Customer Service/Tech Support ever!

Jun 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Every time i call into the Vegas hotline they teach me something new and awesome about the software. It has easily freed up a lot of reporting time for us and our clients as well.

Cons: No (EDI) connections like Blue Shield with other Health Carriers. That makes it super easy for us to upload same day OE finishes

Overall: Reporting is AMAZING!

Capterra-loader

It is a fantastic tool for open enrollment and managing employees changes.

Mar 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ease of use and clean format. Managers and employees alike can manage very well all the benefits options.

Cons: The main issue for me has been importing hours for employees. The only form to use are the census form that Ease Central uses does not work for all our companies for different reasons.

Overall: Managing all benefits for companies.

I love Ease Central, it makes it easy for me as an administrator to track my groups enrollments, etc

Jun 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: User friendly
Service Team is awesome
Houses so much useful information for both me as an administrator and for employees
Reports are easily accessible (Enrollment Reports, etc.)
Employees are able to view benefit summaries, plan designs, etc.
Makes Open Enrollments MUCH smoother of a process

Cons: I wish everything was an automatic file feed over to the carrier, so far I do not have any other cons to mention.

Easecentral really is the best benefit administration system out there for the money

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: very easy to use; feature requests are implemented quickly as opposed to the other, tired ben admin systems out there

Cons: I'd really like to see more options for carrier connectivity as clients really need this feature to round out the system

Overall: Client recruitment and retention

Great software! Easy to use and train clients on

Mar 12, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: So simple to use. Not as complicated as other programs, which makes this perfect for smaller clients who do not need massively robust systems.

Cons: I would love more EDI feeds, and there are some options that need to be added. Custom benefit plan types for instance. However, the company is always updating and adding new features, so I'm sure it won't be long until the feature that I desire are a part of the software.

Smooth implementation with solid software interface

Jun 06, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The look is visually appealing, the employees really like the look & feel, and from an admin side the reporting is very robust.

Cons: Aside from the necessary data entry to build groups there isn't anything I dislike about the software.

Overall: Online enrollment for new hires, paperwork renewals for Open Enrollment, robust reporting capabilities for the admin, and integrated HRIS for groups needs that functionality.

This has been a game changer for eliminating paper and tracking employee enrollments and engagement.

Jul 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use for employees. Easy (now) for us to set up employer groups and communicate. There is also great reporting that makes us far more efficient as benefit managers.

Cons: There are some nuances for larger or more complex groups that are still not as easy as they should be.

Overall: Less paper, easier employee engagement, great reporting, and more.

Simple interface for admin and enrollment was a breeze for employees

Apr 25, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: (Note: our insurance broker setup our system on the back-end and I administered from there.)
Enrollment for new employees and renewals is as simple as it gets- every employee has commented on how easy it was.
Breaks down the total costs per paycheck as you progress and make changes.
Able to include notes and instructions throughout.
Managing employee benefits through this portal is very simple, even though I have very little HR experience.

Cons: Limited reporting generating ability for administrators purposes, but that wasn't a major issue.
Some employees (just a few) had trouble figuring out how to login or didn't trust the email asking them to login. The email is generated from the site, so I would give employees a heads-up on what to look for.

Overall: If for nothing else, it makes enrollment for new employees very simple and clearly explains what they are enrolling for/paying for.

The way of the future

Mar 12, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Nearly glitch free website
Relatively easy to use once properly learned
Priced right for small brokers
Awesome tech support and reps

Cons: Steep learning curve, a tad lengthy to get a group set up, lots of steps to remember
Lots of manual editing to load plans and re-load them again for renewal

Simplified Open Enrollment

Aug 15, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The platform is easy to use. It eliminated the need for paper enrollment forms. It simplified the decision making process by showing the potential out of pocket contribution an employee would pay in real time.

Cons: The reporting feature. I would like to see a report in a different format. Everything opens in excel and the document can be overwhelming to look it.

Overall: It helped simplify our process and it provided our employees with the convenience to enroll on their own time.

Wholly impressed

Jan 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Quick to update and sync. Don't have to hit a "Save" button. Employer and employee friendly.

Cons: I wish they would aggressively market my clients directly to deploy more EaseCentral services.

Overall: Have moved 1/3 of our clients over to EaseCentral for online enrollments. I did some smaller accounts to guinea-pig them and they were impressed. Have gradually fed this to larger accounts and the time savings is breath-taking. I did only 20% of the normal in-person open enrollment meetings during Q4 2016. Less time traveling with inefficient open enrollment meetings meant a massive increase in my time to perform other tasks. Customer service is very responsive and they embrace feedback and seek ways to improve the experience for brokers and customers alike.

Great benefit and document management for employees and administrators.

Mar 19, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Everything pertaining to each employee is in one easy to use platform. Employees can access their profile, benefit information, make changes, etc. As a payroll administrator, I love that I can just logon to easecentral to get any information for employees at any time.

Cons: At first, it was a bit of a struggle to navigate, but once I became familiar with it, it's a no-brainer.

Overall: easy access for employees and administrators to all HR related information.

A powerful tool to manage your company's and client's group benefits.

Mar 12, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The UI is clean and easy to follow. Customization is available. You can create custom reports, and the standard reports are simply robust.

Cons: Not for the faint of heart or someone who is not tech-savvy. Learning curve is steep but worth it once you get through it.

Overall: Made record keeping that much easier.

Easy and Simple

Jul 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: easy to use, everything is in one place. Its ease of use is great for complicated insurance things.

Cons: I love it all! no Cons. I'm able to see all my documents in one place and its super easy for me to sign up for my benefits!

Just went through a webinar with this software and I am impressed and looking forward to using it.

Mar 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The functionality is perfect for our clients. The onboarding features are a big plus with some of our larger clients.

It has provided a local to keep important information.

Jan 30, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: The ease of keeping important information in one place. It also allows my employer a central place to provide updates.