I just put all this in a few pages back. So hey let's review. It makes keeping up with customers and their forms much easier.

Functional. The buttons aren't a mystery to find. I use this software daily at three locations. It has streamlined my procedures for keeping up with forms and files. If I get a call from an adjuster wanting a copy of forms all I have to do is pull up the name of the customer and efax it right out.

Lack of name recognition. I'm sure this won't last long. The only other downside is that it can be a little fussy with downloads. If everything doesn't match up you have to do a manual override. Good and bad in that.

Overall, we have been able to maintain our book of business through the easy storage of information for each of our customers, and being able view their information in real time.

This software offers an ease of information needed for our customer's all in one place. For example, forms such as Certificates of Insurance or Evidence of Property are available to be printed for each customer listed in the system as well as policy downloads that automatically update on a daily basis.

If the system could calculate the total loss ratio per insurance company that we write for, that would be amazing.

its ok but I've used better

I like that we can put detailed information in

That we can't email directly from it or how we have to go through 10 different steps just to put something in images.

Very easy and helpful and overall the team is very knowledgeable

I like everything is a very easy to use system

I really don't have anything negative to say about Jenesis

Overall, Jenesis is a great software. Their team is fantastic and we have used them for 12 years. To see how far that they have come in the software is unbelievable. Their team is fantastic and always willing to help with any software issues and updates monthly.

This software does a lot from agency management and employee management, to quoting, to policy servicing. Works with IVANS. The technical support team does a great job about helping with any questions or making changes to software to better serve agencies. They actually take suggestions and implement them much more than other softwares.

Software lacks in commercial functionality. They continue to improve commercial account servicing though and are on their way to making it a great system for commercial. Life and Health is a challenge in the software but bare basic functionalities are there.