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.

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.

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

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.

Great Solution for SMBs

Uzio is the perfect solution for our smaller clients who are transitioning away from paper-based enrollments. 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.

Pros

Uzio is intuitive and extremely easy to build for our clients. I really appreciate the level of control we have in maintaining the client portals; we can make changes and fix errors instantly instead of waiting days (or longer) for a service team to do it for us. If their are issues we can't resolve on our own, our the Uzio team is extremely responsive and investigates things quickly. They are also very proactive about supporting our needs as brokers and asking for our perspective and input regarding future product enhancements.

Cons

We had difficulty with the payroll integration back when they partnered with Execupay (we have not tested the integration they've since developed in-house).