Genistar Limited

BACKGROUND

Please describe your company and position.

I am the CEO of an IT company 

Describe what your company does in a single sentence.

We are an IT company offering a comprehensive CRM platform that streamlines operations, connecting customers, suppliers, and technicians with ease.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Genistar Limited to accomplish?

• Understand our protection options with advice on the different types of insurance and financial protection available for our company and key people
• Develop a tailored financial strategy to support our business and employees’ well-being
• Set up a group Private Medical Insurance cover for our team and key personnel to enhance employee benefits and retention

SOLUTION

How did you find Genistar Limited?

Referral

Why did you select Genistar Limited over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Genistar Limited were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Genistar Limited’s team provided tailored financial consulting services for our company. They began by conducting an in-depth analysis of our business structure, employee roles, and key individuals who required additional protection. They then worked closely with us to understand our goals and guided us through the various protection and insurance options available for our team.

Key Deliverables included:

A detailed financial needs assessment for our company and key personnel.
A personalised financial plan outlining protection strategies and insurance recommendations aligned with our corporate objectives.
Comparative research and guidance on the most suitable group Private Medical Insurance (PMI) providers and policy options.
Full implementation of a tailored group PMI policy for our team, including paperwork, administration, and support with onboarding our employees.
Ongoing support to review and adjust the policy as our company grows or our needs change.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successfully implemented a comprehensive group Private Medical Insurance (PMI) policy covering 100% of our key personnel and employees, providing immediate protection and peace of mind.

Completed a tailored financial plan that aligned our company’s budget with employee benefits goals, helping us make informed decisions about long-term protection strategies.

Increased employee satisfaction and retention rates, as measured by positive feedback from staff about the new benefits and improved sense of security.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free.

They were also highly responsive to our needs whenever we had questions or needed clarification; they replied quickly with clear, thorough answers. Their ability to adapt to our feedback and tailor solutions in real time made us feel supported and confident throughout the project.

What was your primary form of communication with Genistar Limited?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their genuine commitment to understanding our business and tailoring solutions to our exact needs was outstanding. Unlike other firms that offered generic packages, Genistar took the time to listen, ask insightful questions, and design a truly bespoke financial plan and group insurance policy. Their deep expertise in both corporate protection and financial planning, combined with exceptional communication, made them stand out as a trusted partner rather than just a service provider.

They went above and beyond to ensure we got the best possible outcome for our team and company.

Are there any areas for improvement or something Genistar Limited could have done differently?

Overall, we were very happy with Genistar’s service. If anything, during the later stages of implementation, more frequent proactive updates could have given us added peace of mind, but we understand they were very busy finalising the details. They were always responsive when we reached out, and everything was completed as promised.

BACKGROUND

Please describe your company and position.

 I am the CEO of a consulting company 

Describe what your company does in a single sentence.

We help businesses find AI-driven solutions that help them to streamline operations, enhance compliance, and unlock new revenue opportunities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Genistar Limited to accomplish?

• Review financial plan

SOLUTION

How did you find Genistar Limited?

Referral

Why did you select Genistar Limited over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Genistar Limited were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired Genistar to complete a financial review of our directors.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Insurance cover in place

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very good response times when engaging. Clear communication.

What was your primary form of communication with Genistar Limited?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Great culture, strong values, clear communication, easy to deal with, we felt we were in good hands with them.

Are there any areas for improvement or something Genistar Limited could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the CEO of a software solutions company. 

Describe what your company does in a single sentence.

We build software solutions

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Genistar Limited to accomplish?

• Financial Planning
• Corporate Insurance
• Commercial bilding insurance

SOLUTION

How did you find Genistar Limited?

• Referral
• Clutch Site

Why did you select Genistar Limited over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Genistar Limited were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We had a need to get the right protection for our company, employees and public liability insurance. Genistar helped us all the way and introduced us to their providers which helped us get the right cover based on out specific needs. They also did a complimentary Fianancial Plan

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are now covered correctly and have peace of mind when it comes to our liabilities

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes everything was managed in time and we were informed and guided at every step of the process.

What was your primary form of communication with Genistar Limited?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What really impressed us was that they did not try to sell us anything. Instead, they asked good questions, identified our needs, and helped us choose the right products.

Are there any areas for improvement or something Genistar Limited could have done differently?

We really can no fault them and the only thing would be a very small delay on the communication via email due to illness.