Jenesis Software

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About Jenesis Software

Jenesis is a cloud-based solution that helps insurance agents manage personal and commercial lines and obtain new potential customers. Key features include claims management, rating engine, policy processing and reinstatement tracking. Designed for independent insurance agencies, Jenesis comes with an Association for Cooperative Operations Research and Development (ACORD) library, which includes both prefilled and fillable PDF forms. Its drag-and-drop interface allows users to create, edit and import image attachments from client profiles and share them across the team. Additionally, the solution enables enterprises to automate accounting tasks and manage remittances for customers. Jenesis allows integration with third-party applications such as QuickBooks and...

Jenesis Software Pricing

Starting price: 

$35.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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Jenesis Software User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 195 reviews

User Profile

Johnny

Verified reviewer

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Pros

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.

Cons

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.

A. Drane

Verified reviewer

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

July 2021

Jenesis software is hard to beat at the price level

They are quick to assist on IT with good follow up and the system works pretty well within our agency.

Pros

Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies. They are also easy to work with.

Cons

Although I certainly have a Jenesis "Wish List", they are quick to add functionality that makes sense and continue to build out the system with updates so the Jenesis Now version (which I believe was brand new 3-4 years ago) continues to evolve.

Reasons for choosing Jenesis Software

Mostly due to cost and there assurance they would continue to improve the J Now system and they have.

Reasons for switching to Jenesis Software

Cost

Patrick

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

April 2022

Fortress Insurance's Jenesis review

I am very pleased with the overall service provided by Jenesis Software, and the specifically the team at Jenesis that helps make things easy. If we ever have a problem, they are on the phone very quickly and are always happy to assist.

Pros

The ease of keeping up with the office's daily and weekly work flow.

Cons

There isn't anything negative I can say about Jenesis, as they always are open to improving their system for users.

Response from Jenesis Software

Thank you, Patrick! We appreciate you!

Replied April 2022

Jennifer

Company size: 11-50 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
5

Customer support

out of 5
3

Functionality

out of 5

August 2019

Jenesis Software

Pros

When working at its best I think it is great. The best feature is the group quoting feature.

Cons

lots of problems with commercial imports , items disappearing (aka: quotes,note,etc) when system I guess has not had a compact and repair so not sure whos end this falls on.

Stephanie

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

Jenesis is user friendly and provides everything a management system should

Pros

Ease of use , ability to enter all information in one platform, Customer service is top notch and always eager to help

Cons

No struggles at this time. There are a few things that I would fix with the color coding of the accounts but otherwise that is a minimal personal preference

Response from Jenesis Software

Thanks, Stephanie! We're glad you're loving the system :)

Replied May 2022

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