Likelihood to Recommend Jobscience is a good fit for medium to large organizations, especially those who have various different lines of business and need one system to be able to handle them all. It is very difficult for me to imagine another system being able to accommodate the very different ways of doing business between our departments. Only a highly flexible system could have a chance at doing that.
Read full review prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
Read full review Pros JobScience is extremely customizable and flexible. This is a strength because you can tailor it to your workflow, rather than having to change your workflow to fit a software. JobScience is the most intuitive ATS / CRM I have ever used. This is particularly important when hiring and training new employees. The faster they can come up to speed on the core software in your business, the faster they can start generating revenue. JobScience has extremely powerful built in reports. I have yet to need a report that I couldn't build using the internal report wizard. It helps us understand all the numbers at the heart of our business, which is critical in decision making situations. JobScience also has powerful automation components. The email alerts and automated tasks you can set up are great and boost efficiency. We use them a lot, and I suspect we may have only scratched the surface. Read full review It's very flexible. You can add custom fields easily and create/update workflows and activities quickly. The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities. Emails attached to an activity are easily viewed and housed within the activity on a separate tab. Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly. Read full review Cons Multiple users - when multiple users edit a page, it doesn't show that there is someone else on the page and it only lets one person edit which can cause the information to be lost. Action grid - it is a helpful page to use however it is extremely slow and takes a long time to load and can be a bit finicky. It's simple - this is is also a positive, but I also think there could be additional resources added to it to make it more up to date and advanced. Read full review Training for new employees and follow up for all employees. Importing into agency management system is several steps. Not all information on prospects is given, although most have adequate information. Read full review Support Rating The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
Read full review Alternatives Considered We use Jobscience to add candidates, upload resumes, and have certain fields such as Name, Location, Compensation Details, Non-compete Details, Packet highlights, and of course the Resume field, all of which are required in order to create a packet to submit to our clients. These packets are created using
Conga ActionGrid , so Jobscience allows us to input all the information, and it would be great if we could create a packet directly through Jobscience, but we require
Conga ActionGrid , as that is then used in Adobe PDF to create the final packet.
Read full review We moved from BrokerageBuilder (BKB) to
Epic in June 2019.
Epic pros over BKB: You can use
Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In
Epic , you can drag and drop emails and documents to clients, policies, and activities.
Epic has an auto-save feature. Reporting in
Epic is better.
Epic cons compared to BKB: The design aesthetic of
Epic is not as nice as BKB. Navigating
Epic is clunky—everything is in multiple layers.
Epic is less flexible for custom fields.
Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
Read full review Return on Investment It is convenient because I can see nationwide activity logged in the database from other locations in real time. It's not a negative impact, just isn't as lead-generation or easy to use for candidate pool search as I would like. Read full review Sales team reluctant to use. Initial training was fine but could use some follow-ups. ROI has not been measurable. Read full review ScreenShots Bullhorn Jobscience (discontinued) Screenshots Zywave Sales Cloud - Agency Management Screenshots