PINS

Dedicated Team: Users appreciate the PINS team's commitment to understanding market needs and actively seeking feedback through town halls, demonstrating their dedication to improving the software based on user input.

Efficient Tracking Features: The tracking features and reminders in PINS are praised by many users for their efficiency, allowing them to easily send pre-set emails with just a click and track insurance documents. This feature helps users quickly identify what is required, approved, and pending.

Excellent Customer Service: Many users highly regard the customer service provided by PINS. They express satisfaction in being able to track expiring certificates more effectively and improve recordkeeping across departments. The helpfulness of the Integration team is also acknowledged, with one team member going above and beyond by offering personalized tutorial videos and Zoom calls to address user questions.

Exporting Data to Excel: Some users have found the process of exporting data to an Excel sheet in PINS to be cumbersome and inefficient. They feel that it could be made easier and more efficient, which would greatly improve their workflow.

Limited Editing Capabilities in Emails: Several reviewers have expressed a desire for more editing capabilities in PINS emails. They find the current options to be lacking and believe that having more flexibility in editing emails would allow them to better customize their communication with clients and colleagues.

Difficulties with File Management: A common issue mentioned by users is the difficulty they face when trying to download files and perform cut and paste actions within PINS. They suggest that a more seamless way of managing files would save them time and simplify their tasks.