Jenesis Software vs EZLynx Comparison

Indio

Applied Epic

Agency Matrix

HawkSoft CMS

Health Cloud

Financial Services Cloud

THE SOFTWARE DOES HELP US RATE AMONG MANY COMPANIES QUICKLY. 

COMPARITIVE RATER SOFTWARE REVIEW

Never worked properly

This product has made it easy to document Client data and actions in a way that can be easily called upon. 

For the Record

I would highly recommend to try anyone but EZ lynx. Even if they are a little cheaper you will pull your hair out with their greatly sub standard service...….. 

Worst customer service in the industry

This saves us a ton of time.  We no longer need to go into each company's website to do quotes.  We go to this website, and it is a one-stop shop to compare pricing initially.

EZ Lynx

Easy to use

Horrible Customer Service

Rating system has kinks.

Decent large software for an agency

I would give this five stars, it will save you a ton of time if you represent a large number of companies.

Genius!

EzLynx is a necessary evil for me right now. I need to use it for my P/C group that I am a part of. It gets the job done but makes it difficult to choose other AMS providers. It doesn't play well with others. No extra integrations without paying for add on packages. Would love to see them open it up to other AMS providers.

Good Tool

Saves time from inputting personal info into each carrier's system.

EZlynx has its pros and cons, but I find it very useful for newer agents.

Easiest software to use to rate multiple companies at once.

EZLynx has been great. They make my job easier

Time Saving and Helpful!

EZLynx is Great 

The 1st and 2nd training call start like this, OK what do you want to learn or focus on?  I answered EVERYTHING i need to know how to use the software i need help, You can probably guess what answer you recieve.  Online TRAINING VIDEOS YEAH!!!!!!!  So in conclusion if you are older than 30 then you probably will have a heck of a time and grow to resent everything about this software.  I wish i could go on about this software but I dont know what else it does or doesnt do so good luck in your decision.  I hope this helps you make an informed decision and yes i wrote this with an attitude and chip on my shoulder but i did so after 198 days of frustration.  

DO NOT buy this software

Overall good - would like to see options to put in more repetitive carrier information so as to not waste time repeating stuff every time I do a quote.  Makes me not want to use the software because it feel like it takes longer to use it 

EZ Lynx  

Great features and online functionality.

I was so hopeful and excited by the pitch and product potential. But just like romance, after the honeymoon you see what life with your partner is really like. You start looking elsewhere and think about a divorce because you can't take the excuses, the apathy, unreliability, extra time and effort that affects your productivity. 

after the honeymoon

Customer service is alway 15 minutes hold. They call you back and they can only help with one out of 5 things. 

FULL TIME JOB

A step in the right direction but not completely there.

I like Ezlynx. We just started to use this software, but I am really impressed! It is easy to use and very useful. It has a lot of features and saves a lot of my time! Not only I can input customer info and rate, I can upload files, I can create accord forms and send it via Email. It is all hosted in the cloud, so I can access Ezlynx anywhere and anytime. I especially love their customer service/tech support! They are very nice and helpful and respond really quick! Last time I called them, they solved my problem in 3 min! Overall, I love Ezlynx, and I would recommend this to anyone. 

Great software!

Need integration with Infusionsoft and NowCerts

Compare Jenesis Software and EZLynx based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away.

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Trail

Billing & Invoicing

Broker/Agent Portal

Calendar Management

Cancellation Tracking

Claims Management

Claims Tracking

Client Management

Client Portal

Commission Calculations

Commission Management

Configurable Workflow

Contact Management

Customer Accounts

Customer Database

Customer Portal

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Digital Signature

Document Imaging

Document Management

Document Storage

Document Templates

Electronic Payments

Email Management

Email Marketing

For Auto Insurance

Forms Management

Insurance Policy Management

Insurance Policy Processing

Insurance Rating

Invoice Management

Lead Management

Life & Health

Marketing Automation

Monitoring

Pipeline Management

Policy Issuance

Policy Management

Property & Casualty

Quotes/Estimates

Rating Engine

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Referral Tracking

Reinstatement Tracking

Reminders

Renewal Management

Reporting & Statistics

Risk Assessment

Sales Reports

Search/Filter

Secure Login

Self Service Portal

SSL Security

Status Tracking

Task Management

Third-Party Integrations

Underwriting Management

User Management

Workflow Management

Jenesis Software

Android

Web-based

Windows

iPad

iPhone

Office Manager

The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.

Insurance agent

Very easy to use, Intuitive, cost effective software with wonderful options.

Practice Manager

What I liked most about the software was the ease of use.

Insurance Agent

This is very easy to use software. I liked the personal help you get from the Jenesis team.

Licensed Agent and Office Manager

It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.

Agency Principal

The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.

Agent

I started in the insurance business on jenesis and now all other systems are ruined for me.

I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.

I like the simplicity of the system. It makes being able to process policies fast and easy.

Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.

owner

We have really enjoyed using Genesis and getting help when needed.

My training process with Jenesis has been great.

General Manager

The integration their software uses to interface with our providers is a HUGE help.

Office Manager 

Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.

Agency Director

Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.

Partner

Very easy to use and friendly. Integrated email and system letters.

insurance agent

The updates block us form quoting and downloads and we have to call they get us up and running really fast though.

In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.

Jenesis Software screenshot: JenesisNow customizable dashboard that can be designed by you to fit the needs of your agency.

Jenesis Software screenshot: JenesisNow includes automated marketing designed to help bring in new business as well as retain current clients.

Jenesis Software screenshot: JenesisNow is equipped with a client portal so your clients can rely on you at all times, not just during business hours.

Jenesis Software screenshot: JenesisNow offers automated carrier downloads to ensure your management system is always up-to-date.

Freelancers

Mid Size Business

Small Business

Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents.

Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. 

Automated Quoting

Carrier Upload

Commercial Lines

Comparative Insurance Rating

Drag & Drop

For Casualty Insurance

For Homeowners Insurance

For Personal Insurance

Lifecycle Management

MGA Administration

Multi-State

Multiple Line Rating

EZLynx

Insurance Broker

I am able to keep track of x dates, renewals and client documents better than with the other CRM I was using, and having the ability to download from carriers is great.

Agency princial

The service dept's stock answer is "it's the carriers fault, or that's the way the carrier wants it. I talked to 2 rep's and they were very upset that it's not working or rating correctly.

OFFICE MANAGER/AGENT

This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.

Subject Matter Expert

Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.

They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.

Owner

Customer support is horrible and trying to cancel your service is a nightmare.

Account Manager

Customer service was very helpful. Used for commercial insurance: account management was great, COI's were easy.

Senior Territory Manager 

EZLynx is a great rater for agencies that focus on more preferred lines of business if the agency writes more non-standard or standard the cost does not seem to weigh the benefit.

Overall, it was a great program. Tutorials were very helpful.

It has saved me so much time from going into each company and trying it myself, they make it quick and user friendly.

The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.

I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.

I love that when you have leads that come in from a lead generator the information is automatically in EZlynx.

Jenesis Software vs EZLynx Comparison

Jenesis Software

EZLynx

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives