Applied Epic vs Jenesis Software: Which is a better fit?

Speaker 1: I'm Rebecca. I am an insurance broker. I would give Applied Epic a five. And for more reviews, please see below. I use Applied Epic to set up my day. All of my tasks for the day are listed on the homepage. It also allows me to find all of the different clients' information and policies quickly and easily. It also gives me access to my quota as well as all of the company websites. The thing I like most is that I can set up my day and I don't have to remember anything. Everything I have to remember is on my home screen, so I can just click on it and do what I need to do. If Epic could update their software a little more frequently. I do find that it crashes every once in a while, but it is restored fairly quickly and their techs do work on it and get it resolved.

Jeanna: My name is Jeanna. I'm a business owner in the insurance industry, and I give Jenesis a four out of five. So I decided to go with Jenesis now over EZLynx because they demanded a bigger startup fee and being a first time business owner, I really needed to limit my expenses before I commit to something that I wasn't sure about. So that's why I went with Jenesis. They were just affordable for me with just about the same features as the competitor. So I went with Jenesis because of a lot of features that they had, especially the ACORD forms. I found it to be very useful and helpful in my service aspect, freeing up a lot of time with service just by having that specific feature available. And it was per customer so it automatically generates the ACORD forms for whatever line of business you wrote, and I found that to be just a hundred percent useful and awesome. So the onboarding process is pretty simple in my opinion. I'm able to just plug in my customers and to differentiate if they were quoted prospects or active customers. So the onboarding was awesome and I'm also able to write text messages, welcome text messages, in English and Spanish, just to let the customers know like, "Hey, this is who you'll be dealing with. This is my website, my email." So that ended up being just awesome for me. And then other than that, I mean, even the email parts, just being able to simply send an email and have it noted in the account was extremely useful. So recommendations that I would give to anybody that's considering Jenesis now would be to definitely do it. One, they do offer great training for you to just set up. It actually gives you a demo for you to just plug in your customers if you have an existing book of business. And on top of that, they were referred to me, which I think referrals are the best key to success and since it was from a referral from another friend of mine, I went with it and I'm referring it to anybody that is in need of a system, a software system, that will work for them.