Lucid Visual Collaboration Suite vs. PlanSource

I personally think that Lucid Visual Collaboration Suite is the best visual collaboration software out there. I’ve used Canva, Apple Freeform, and Microsoft whiteboarding software, and none of them really measure up. If you want simple, easy, collaborative, and intuitive, then Lucid Visual Collaboration Suite is the best solution. At the same time, if you’re tight on budget, it’s probably not going to be a solution you can afford.

Incentivized

Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.

Incentivized

• Large number of predefined charts, diagrams, flows
• A great repository of various symbols and objects
• The easiness of using and manipulating objects and shapes. There is a lot of auto-editing and adjusting which the software does for you which saves a lot of your time.
• Easy way of duplicating shapes.
• While working with the app everything feels organic and natural. You don't get the clunky/limited feeling which happens with some other similar apps.

Incentivized

• Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
• Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
• Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.

Incentivized

• I have used the templates before and those are nice! I would like to see more
• The ONLY complaint I can come up with is that there has been several times that my screen will lock up and i have to fully refresh it, even when it is a fairly fresh load.

Incentivized

• The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
• Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
• Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.

Incentivized

The usability of Lucid Visual Collaboration Suite is bar none and incomparable to any other tool used in the past. There is such a vast offering that covers all the needs of any user in industries far and wide. It is no doubt that this is a firm recommendation for anyone and everyone to utilize this tool for all their needs.

Incentivized

I would rate the overall support for Lucidchart as a 9. The support provided is generally robust and responsive. Their help center, tutorials, and webinars offer extensive resources for users. The ticket-based support system is effective, providing timely resolutions to most issues. Moreover, they actively gather user feedback, demonstrating a commitment to continuous improvement

Incentivized

Lucidchart is well beyond Microsoft Visio and is constantly improving. Visio is pretty much stagnant and hasn't been improved for several years, Lucid is constantly adding new functionality like AI powered functions and tools. We have no reason to pay for Visio licenses when Lucid can provide so much more for less.

Incentivized

I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.

Incentivized

• It sure has. It has saved me a lot of time. Think of all the time I could have wasted trying to learn a program that does the same thing, whereas Lucidchart just does it with ease, learn as you go, and be a boss at it.
• Lucidchart has increased productivity. My diagrams have helped co-workers find connectivity and helped them troubleshoot devices. This has saved time and increased productivity.

Incentivized

• Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
• Positive - Point of value when trying to gain or up sell a client.
• Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.

Incentivized