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)

59 Reviews of UZIO Benefits Broker

Average User Ratings

Overall

4.37 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(36)

36

4 stars

(14)

14

3 stars

(5)

5

2 stars

(3)

3

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 59 results

October 2020

Sandie from GCA Concrete Design LLC

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Awesome company

Love it!

Pros

I love how user friendly it is, even my staff has no issues with using it, which is HUGE!

Cons

Absolutely nothing. We love everything about this system.

Reasons for Switching to UZIO Benefits Broker

TriNet is the absolute worst company, terrible customer service.

June 2020

Danine from Financial Concepts

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2020

Not as easy as it looks

I am using the software to provide online enrollment for clients. I had lots of questions during the process of loading client information. The Uzio team was very responsive and helped me complete the project.

Pros

Once the information is loaded in the system, the employee experience is great.

Cons

It is not as intuitive as I expected. I am unable to customize menus. I needed lots of help setting up a client. Now that I have gone through the entire system it will get easier.

Reasons for Choosing UZIO Benefits Broker

Uzio seemed to have more features such as HR components.

Reasons for Switching to UZIO Benefits Broker

I wanted more online enrollment capabilities.

Response from UZIO

Replied August 2020

Thank you for your review, and glad to see that you feel more confident in using the system. Given the sheer amount of data requried to get an Open Enrollment operational for a client, we realize the setup process can take some time--which is why we align a dedicated service representative to load your data to the system. If you have any questions about the set up process, you can always reach out to your dedicated service representive.

December 2020

Tirath from Receipt

Company Size: 51-200 employees

Industry: Financial Services

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

December 2020

Amazing portal

Overall it has been wonderful

Pros

We were using highly paid software but when we saw the free trial of UZIO, we were amazed. All the required features were available at affordable pricing. Even the customer service is amazing. We just love it

Cons

Nothing till date. It has almost all the features a small business would require

Reasons for Switching to UZIO Benefits Broker

Pricing made us switch!

May 2020

ROBERT from ROBERT J BISHOP INSURANCE AGENCY

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.

Reasons for Switching to UZIO Benefits Broker

THE GENERAL AGENCY I WORK WITH MADE THE SWITCH. I DIDN'T HAVE AN OPTION OR I COULD CHANGE GENERAL AGENCIES.

Response from UZIO

Replied September 2020

We appreciate your inputs, and learned your case in detail, and found that we were requested to upload data of the past 2 years which was not in the same format so it was supposed to be done manually. We had to reload group data 5 plus times due to inconsistent information received from the GA. Our customer success team really tried hard to accommodate the requirements but a few were out of the scope as we discussed initially over the call. We would love to work with you in future as our offerings would grow. For any further assistance, please reach out to info@uzio.com

October 2020

Daniel from Mr Rooter plumbing

Company Size: 11-50 employees

Industry: Warehousing

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Software

A very good one

Pros

Very useful and clever Very glad to use it

Cons

Nothing all the software is good and simple