All Jenesis Software Reviews
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Johnny
Verified reviewer
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2017
Very good to work with. Constantly improving something that's already good.
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.
PROSFunctional. 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.
CONSLack 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.
Stephanie
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Satified Cutomer
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.
PROSThis 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.
CONSIf the system could calculate the total loss ratio per insurance company that we write for, that would be amazing.
Reason for choosing Jenesis Software
Pricing was better with Jenesis for the amount of benefits being offered, and due to being a smaller business, it fit into the functions that are needed to run a successful business.
Miranda
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed August 2019
OK
its ok but I've used better
PROSI like that we can put detailed information in
CONSThat we can't email directly from it or how we have to go through 10 different steps just to put something in images.
nancy
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
Jenesis Software
Very easy and helpful and overall the team is very knowledgeable
PROSI like everything is a very easy to use system
CONSI really don't have anything negative to say about Jenesis
Vendor Response
Nancy, thank you for your kind words! We strive to make Jenesis easy to use for agents to help them succeed.
Replied February 2024
Mike
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2019
Good Software Great Technical Support Team!
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.
PROSThis 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.
CONSSoftware 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.
Reason for choosing Jenesis Software
Local company, decent system, dedication to it's agents. Going through a large corporation like AMS or Applied, you don't get the same level of technical support and customer service.
Jessica
Insurance, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2021
Extremely knowledgeable and helpful
I have used Jenesis in different agencies as well as now my own and would not choose another for my needs as an agency owner!
PROSEase of use and consistency with support both customer service and tech support
CONSI have not encountered a feature that was hard
Reasons for switching to Jenesis Software
Jenesis is perfect for my agency. Affordable, top notch support and integrated software
Leslie
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
So Glad We Use Jenesis!
I have worked on several other customer databases. Jenesis gives us what we need at a reasonable price. We rely on Jenesis daily for all customer-related tasks. We would be lost without Jenesis!
PROSJenesis is reliable and makes a complicated job more convenient.
CONSI wish the names in the suspenses were a link where you click them and it takes you directly to their file.
Reason for choosing Jenesis Software
Christie, the sales person was excellent is explaining Jenesis.
Laura
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Couldn't have done better myself
This is everything an agency could want in software. If I had to create my own software, it would not be as comprehensive as JenesisNow. This is hands down the most comprehensive program available for managing client and policy info...especially for our agency which writes a LOT of Lloyds. This programs is intuitive and so easy to use.
PROSEasy to customize and navigate. Perfect for Lloyd's and ES policies.
CONSHave not found any yet, only complaint is I wish I had started using sooner!
Reason for choosing Jenesis Software
JenesisNow did it all and can be customized to individual and agency preferences. Most comprehensive and easy to use program on market.
Reasons for switching to Jenesis Software
This had everything we were looking for an more. Great for us where we are now and can grow with our office as well!
Rhonda
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Csr
I learned that you can store al kids of information, media and data, and it keeps it nice and easy to find.
PROSVery easy to learn, navigate and the product itself says it all.
CONSNothing but the best. Makes working easy.
Reasons for switching to Jenesis Software
Company switched because Jenesis is way easier and not complicated like the others.
Vendor Response
Rhonda, thank you for your amazing review! We're happy to have you with us at Jenesis!
Replied July 2022
Julie
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Tools to manage our business
Manage customers. Communication between agents regarding customers. Aware of cancels and renewals. manage quotes and new customers
PROSLove the dashboard where all info is easily accessed. Using this software is easy for those with little computer experience and a breeze for those who are experienced. Looking up clients and handling renewals and cancels are now manageable and not overwhelming. Training was individual and answered lots of questions. Customer Service and follow up is awesome.
CONSI would more like more accounting added. Email to multiple customers at once. Hard to say in some ways as this is our first management system so I still have alot to learn about the depth of how Jenesis can be used
Reason for choosing Jenesis Software
All the reasons above and also presentation and met our needs and cost
Jennifer
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Jenesis first customer for life of program
It has been a pleasure working with [sensitive content hidden] and the rest of the team. I love that they want to hear from their customers as to what we would like to see and actually have some of those ideas implemented in the system.
PROSWe love the ease of having all our customer files all in one easy location to find. We have a clean and neat way to file for each customer. Rating has been made much easier, keeping up with the money that is taken in on a daily basis. We love everything about Jenesis
CONSThat we still do not have the ability to quote Progressive Insurance through Jenesis (this is not a Jenesis issue this is a Progressive issue)
Reason for choosing Jenesis Software
When this was offered to us we were not even aware that products like this were available. We started with Jenesis in 1999 or 2000
Kelly
Insurance, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
I love Jenesis
The set up was easy, I loved the communication they gave as well as you can call and speak with a live person!
PROSIt keeps all my client information. This system is truly an all in 1 system
CONSI have no complaints at all. From the start, everything was a great experience.
Reason for choosing Jenesis Software
Jenesis showed me more and I saw first hand how easy Jenesis would be out of the gate. Change in the middle of a busy Agency is complicating in its self and I felt confident that this program was going to make things not only easier for me but my level of work within the change was not going to be overwhelming at all and it wasn't. In fact with Jenesis, my work load with the Ivans downloading software made life so much easier.
Reasons for switching to Jenesis Software
Honestly, the company for Policy Profile became obsolete.
Vendor Response
Kelly, so glad you made the chance to Jenesis and you are part of our family! Thank you for the review!
Replied October 2021
Amber
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Just what we needed!
So far so good. Glad we chose Jenesis!
PROSJenesis is perfect for insurance agencies and brokers! So easy to use and so intuitive. Built by insurance pros for insurance pros.
CONSCan’t think of any cons! We love the ease of use and capability of Jenesis.
Reason for choosing Jenesis Software
Price and features
Reasons for switching to Jenesis Software
Ready for a change.
Marcus
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Tools For Success
I've dealt with Jenesis and other companies and Jenesis is small enough to care for each of it's clients and big enough to handle the servicing of their clients
PROSWith masking on our policies, it's very hard to requote our customers. We want them to have the best rates available and Jenesis allows us to do that without having to call the customer and collect the info we are supposed to have. Jenesis makes me more money than I spend on it.
CONSOn rare occasions some downloads don't take and a customer, here and there, will be missing.
Reason for choosing Jenesis Software
Price and ease of use.
Vendor Response
Wow, thank you Marcus! We're happy you're with us!
Replied September 2022
Corbin
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed July 2019
Great Software
My experience with Jenesis has always been good. Customer service is their strong suit. I can email or call, and I always get help if I have questions or an issue.
PROSGreat filing system to keep client's images (for paperless). Great way to keep track of notes. Easy to Learn for beginners. I like been able to store property address for dwelling policies. This is a great system to keep track of new/active/cancelled policies.
CONSJenesis Chat. I was very pleased when I seen this feature added to the software. But disappointed after using. Sometimes it will work, and sometimes there is a time delay on the message to show. At times, my typed message just doesn't show up at all.
Rhonda
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
Jenesis makes job easier
The varied reports are helpful when the owner wants to see who is writing what companies and what companies are not being used as often.
PROSI like that we can email receipts, and send texts through Jenesis and we receive replies in our email. I have used the desktop version for five years and we are planning to switch to the web version soon; from what I have been told it is even better.
CONSIn 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. So I guess there is not really anything that I do not like.
Sean
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2019
A Good Policy Management System
It's been a good system for us, overall. And they work continually to try and improve it.
PROSEasy to use, user friendly, it makes policy management a whole lot less complicated. The Technical support team is friendly and eager to help. They respond positively to suggestions and ideas on how to improve the product.
CONSIt has a tendency to freeze up during use, causing a reboot of the computer. This is just about a daily occurrence for my agents.
Reason for choosing Jenesis Software
I thought this one was easier to use and more suited to our agency, and our type of business.
Reasons for switching to Jenesis Software
Company went out of business, and we needed an upgrade any way.
Mike
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
I highly recommend Jesesis Software.
The Jenesis Software helps to keep me and my agency organized and helps to avoid daily tasks from getting overlooked.
PROSI decided on and keep Jenesis because of the ease of use.
CONSThere is not anything in particular that I don't like about Jenesis but there are some features I choose not to use at this time.
Reason for choosing Jenesis Software
Made by an agent for an agent.
Tammy
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2021
What about Jenesis
Jenesis is great to me. They help when I need it and are always willing to show me or direct me where to get the information that I need
PROSI believe that you have everything at your fingertips, if all is completed properly, which makes it easy for any other employee to know what's going on with the client and their needs.
CONSNot having enough time to train properly and having to learn stuff that I should have already known earlier. Not any fault of software, I am the only employee so it makes it hard to take the time to complete webinars and such.
Jennifer
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Awesome Company
Jenesis is amazing. The system is easy to work with and I keep learning new things to use. The staff is friendly and incredible to work with.
CONSI haven't had any problems or issues that I haven't liked.
Reason for choosing Jenesis Software
Price and professionalism.
Vendor Response
We greatly appreciate your kind words, Jennifer! Happy to have you!
Replied September 2022
Devin
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2023
Best Software for Insurance Needs
The Jenesis program is so easy to use and customer service is always available for any issues I have.
CONSThere is one feature that is no longer available that was very helpful in the beginning but it is more of a browser issue than software.
Jennifer
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
Very User Friendly
The ease of use is what I like the most about Jenesis, it only took me a few days to learn the operation of it. Also the fact that it serves the use of the business in one place instead of having to use multiple programs for day to day operations.
CONSonly recently did something come about that I did not like about the software and that is how if we upgrade to a beta or newest version if there are multiple bugs and not able to gain access to a very important document that we needed and we were not able to roll back to the previous version. But thankfully we were able to figure out a work around to get to the document.
Ashley
Insurance, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed August 2021
Great System
Jenesis is a very user friendly system that takes out all the haste of over entry you see with other carriers
PROSVery user friendly. Also the staff is very helpful in making changes whenever I do see an issue
CONSSometimes agent listed is incorrect and you cannot correct it
Reasons for switching to Jenesis Software
Change in companies
Bailee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2017
Jenesis is the perfect database for maintaining your business!
I love that Jenesis provides functions to contact customers, send birthday messages and automatic responses regarding their policies. There are so many different things you can do and are all very useful. Also, everyone at Jenesis is very helpful and informative. Adam is my go-to guy.
CONSThere's not much I don't like, but we do receive errors sometimes and some reports don't generate correctly. It's seldom and I can't provide an example. Not too bad.
Crystal
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Jenesis is a game changer
Amazing
PROSEverything is amazing, and it truly is the best insurance agency management system, I can't imagine using anything different.
CONSNothing so far, and they keep making it even better, which is exciting. They truly have their hearts in this, and it shows.
Reasons for switching to Jenesis Software
Wanted something that could take our agency to another level