About UZIO Benefits Broker

UZIO for brokers is a cloud-based platform that empowers benefits brokers to transition smoothly from pen-and-paper, manual processes to a digital environment. It helps them manage their businesses more efficiently and stay fiscally responsible.

Technology complements and supports many of the core processes that power a broker’s business model. UZIO helps benefits brokers gain a competitive edge with the integration of technology in their core processes. It transforms the way they automate quoting & build proposals, track and manage their clients’ renewal dates and much more, in a paperless environment. This helps benefits brokers free up more time to focus on maximizing the opportunities for their clients.    


Supported Operating System(s):

Web browser (OS agnostic)

33 Reviews of UZIO Benefits Broker

Average User Ratings

Overall

4.30 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(19)

19

4 stars

(8)

8

3 stars

(4)

4

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 33 results

May 2020

Jennifer from Lindsey Business Group, LLC

Verified Reviewer

Company Size: 11-50 employees

Industry: Human Resources

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

User Friendly Software

We have had an amazing relationship with Uzio and their support team from the day we started working with them. Any time there is a question, support is extremely helpful in getting it resolved in a timely manner.

Pros

The portal is very user friendly and easy to maneuver. I like the ability to be able to act on behalf of our employees .

Cons

I would not say I dislike anything about the product, as the support team is always eager to make the system work to the best of their ability to meet our clients' needs.

January 2020

Matthew from Vinez Benefits Group, Inc.

Verified Reviewer

Company Size: 1 employee

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2020

Wonderful enrollment software

Pros

The features, ease of use, customer service, and pricing were the reasons I chose this software over some of the more established companies in this field.

Cons

As a newer company, there were/are some growing pains, but home office support has been exceptional through this.

May 2020

ROBERT from ROBERT J BISHOP INSURANCE AGENCY

Verified Reviewer

Company Size: 1 employee

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

May 2020

DID NOT MAKE FULL DISCLOSURE AT TIME OF PRESENTATION

FINALLY, UZIO CONFIRMED THAT THEY COULDN'T PROVIDE THE BENEFIT COSTS AND EXPLANATION OF THE LTD, BASIC AND VOLUNTARY LIFE. THEY THOUGHT THEY COULD HAVE THESE BENEFITS AVAILABLE IN SEPTEMBER WHICH IS WHAT WE TOLD THE CLIENT BUT NOW THEY HAVE CONFIRMED THAT IT WONT BE AVAILABLE THEN EITHER. AS I WORKED WITH UZIO AND THE STAFF OF THE GENERAL AGENCY, I CAN SAY I HAVE NEVER BEEN SO DISAPPOINTED IN UZIO'S LACK OF CUSTOMER SERVICE. THEY MADE YOU FELL LIKE THEY ARE THE CUSTOMER NOT US. I'VE BEEN AN INSURANCE BROKER FOR OVER 53 YEARS AND THIS IS WITHOUT A DOUBT ONE OF THE WORSE VENDORS I'VE EVER WORKED WITH. I'VE TOLD THE GENERAL AGENT THAT I WILL NOT USE THEM WITH ANY MORE OF MY CLIENTS.

Pros

WHAT THE SOFTWARE WAS PROGRAMMED TO DO WAS OK BUT THE PRESENTATION TO THE CLIENT WAS THAT UZIO COULD COMMUNICATES ALL OF THE EMPLOYERS BENEFITS TO THERE EMPLOYEES. UZIO SHOULD OF FIRST REVIEWED ALL OF THE BENEFITS THE EMPLOYERS WAS OFFERING TO THERE EMPLOYEES BEFORE THE PRESENTATION. IT WOULD OF SAVED A LOT OF EMBARRASSMENT.

Cons

THE SOFTWARE IS WELL SHORT OF BEING ABLE TO COMMUNICATE EMPLOYER BENEFITS TO EMPLOYEES. THIS EMPLOYER OFFERED SEVERAL MEDICAL PLAN OPTIONS, DENTAL, VISION, LTD , BASIC LIFE ALL 100% EMPLOYER PAID PLUS EMPLOYEE AND SPOUSAL VOLUNTARY LIFE. THE SOFTWARE WAS NOT CAPABLE OF SHOWING THE LTD, BASIC AND VOLUNTARY LIFE. I ALSO FOUND THAT THE STAFF WAS NOT FAMILIAR WITH READING AND UNDERSTANDING INSURANCE CONTRACTS. TO MUCH TIME WAS WASTED IN CORRECTING AND EXPLAINING THERE INPUT.

May 2020

Danny from SBS

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Uzio Review

We are giving this to our clients for their use as well as ours. Our clients love that they can manage their benefits and their day to day business operations on the Uzio system.

Pros

the product is easy to use and is making us different from our competition

Cons

Can't think of anything that I don't like

Reasons for Choosing UZIO Benefits Broker

The support team made the difference

January 2020

JS from Thomas Financial

Verified Reviewer

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Uzio, the future of benefits technology

Pros

It is a very easy to use platform, with great support from the Uzio team. It has streamlined our entire operations. The support team and how accessible they are is the best.

Cons

The lack of Spanish and other languages on the platform. Also, limited integrations with other carriers. This requires us to do a lot of work on the back end for our clients.