I like how intuitive the product is to use, and I love that it allows me to see my benefits and documents that pertain to each different benefit, even though they're all through different companies.

I have heard from our boss how much better the pricing is as well.

It is a very easy to use platform, with great support from the Uzio team. It has streamlined our entire operations.

Integration was extremely easy, their team is amazing and responsive.

UZIO has been wonderful at guiding me through the process.

It's not user friendly, employee's struggle to navigate.

What I liked most about the software is how easy the navigation is.

Overall the product is great. It's easy to navigate and very user friendly.

I love how easy the user interface is for UZIO.

Over all ease of access and function. I like that I can see and verify the completion of renewals and policies.

My favorite feature is that it highlights the major elements of each plan before they make a decision and shows them the cost difference.

It was fairly easy to integrate new hires in to the system.

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

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.

Uzio is helping our staff quickly apply for all insurances available for themselves and their families. These benefits have been great for our staff and all others interested.

The initial set up of the system was rather chaotic.

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

The product is very easy to use. I haven't used all of the features but it has been great for clocking in an out.

If their are issues we can't resolve on our own, our the Uzio team is extremely responsive and investigates things quickly.

We have had an amazing relationship with Uzio and their support team from the day we started working with them.

The ease of seeing all the employees and their benefits with payroll deductions as I need them in a weekly process.

The support team and how accessible they are is the best.

The use of the software is quite easy to understand. The overall look is attractive, which makes the function of the website useful.

I like how I can find anything of importance document wise with ease. I love how much easier it is to use this compared to other programs we have used in the past.

I like how easy and simple it is to have all my HR documents in one location.

All the selections  are in ease of access, instructions are user friendly, and understandable and to select choices, has  a smooth transitions of the selections.

I was very pleased and will recommend it to all of my clients as an great onboarding and ongoing HR tool.

Overall, my experience was positive. Now that we are up and running with the system, I feel like this is a win/win overall.

I haven't been able to determine what I dislike about this product. It allows you to view employee's birthdays and handle any internal HR questions via the application.

The basic platform is clean and straightforward, and clients can take advantage of the premium modules as they become more comfortable with online benefit administration.

Great program for employees and very helpful staff help make this super easy to use.

No file feeds with the exception of Discovery Benefits. There is no ADHOC reporting.

Xanatek provides great functionality and excellent service. The texting option with clients is a HUGE bonus as well.

Easy, user friendly insurance management system.

Technology is a necessary evil in our industry.

It is very user friendly, easy to pick up on how to use it and manage the agency within it. Another pro I like about it, is you can input Prospects as opposed to every input being a Customer.

It's the best way to organize an otherwise chaotic influx of data.

Excellent value; great tech support and realible.

What I like most about IMS is that it allows customizable organization. Xanatek has also done well to integrate this software into other programs.

The interface is straight forward, and easy to implement.

The only thing I dislike about it, are the error messages that we get when we drag and drop an email from Outlook into Xanatek but that isn't on Xanatek - it's Outlook.

They are always available when the error message pops up.

We hardly ever call anymore but we still appreciate it. Great Product for a Great Price.

The accessibility of being able to see all of our clients ion one platform, that is very easy to use.

So easy to use, you can correct your mistakes, merge duplicate clients together. We can also text clients.

We appreciate that the program has regularly been updated over the years to keep up with the latest technological developments, including successful integration into other programs.

So you can know to reach out to them at a certain point in the future for a quote.

Downloads have been great and now getting downloads from commercial vendors is even better. I cant say enough good about Xanatek and their team.

US Dollar

UZIO is a cloud-based SaaS platform that provides you with an all-in-one HRIS, Payroll, Time & Attendance solution, and Benefits Management Solution. It is built for businesses of all sizes. Our platform enables businesses to reduce the hassles of managing HR, Payroll, and benefits in silos. This self-service people operations platform empowers businesses to go paperless and navigate the complexities of employee management within a few clicks.


UZIO intends to help employers automate HR administrative tasks, regular payroll processing and in turn improve employee experience and productivity.


UZIO even enables brokers, PEOs, CPAs, ASOs, and other consultants to match with increasing client expectations and technological advancements in the area of HR, payroll, tax compliances, and other a full suite service to their clients.

LongDescription

HR Management

Employee Onboarding

ACA Reporting

Organizational Charting

Employee Benefits Administration

Vacation/Leave Tracking

HIPAA Compliant

Retirement Plan Management

FMLA Administration

Attendance Tracking

Timesheet Management

Compensation Plan Modeling

Employee Self Service

Self Service Portal

Deduction Management

Employee Time Tracking

Life Insurance Administration

Time Off Requests

Compliance Management

COBRA Administration

Benefits Dashboard

Wage Garnishment

Time & Attendance

Tax Compliance

Time Off Management

Employee Database

Reporting & Statistics

Compensation Management

W-2 Preparation

Benefits Management

401(k) Tracking

Reporting/Analytics

Disability Insurance Administration

Employee Profiles

Payroll Reporting

Payroll Management

Online Benefits Enrollment

Direct Deposit

Multi-State

Employee Portal

Onboarding

Compensation Statements

Health Insurance Administration

For Accountants

Web-based Deployment

For Small Businesses

For Cloud

Web browser (OS agnostic)

Payroll: $4.5/month per employee

HRIS: $4/month per employee

Benefits Management: $4/month per employee

Time Tracking: $2/month per employee

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

2-10

11-50

51-200

201-500

501-1000

1000+

UZIO

Live Online

Documentation

Videos

IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operations such as document storage, drip marketing, receipt generation and more. Professionals can store clients’ policy details in a centralized database, assign tasks to multiple staff members and streamline customer interactions via texts or email.


Agencies can access the file center to automatically link documents with notes, tasks, previous interactions and Association for Operations Research and Development (ACORD) forms. Managers can use IMS 4 to process invoices, create customizable dashboard reports and organize them according to user-defined categories and tags. Additionally, it lets insurers download renewal documents related to claims, policies or commissions and collect clients' signatures on official documents


IMS 4 offers integration with ActiveCampaign, which enables businesses to monitor the entire sales pipeline and implement strategies accordingly. Pricing is available on request and support is extended via phone, email and other online measures.



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