About Jenesis Agency Management

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 Quick...


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Supported Operating System(s):

Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

129 Reviews of Jenesis Agency Management

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(78)

78

4 stars

(42)

42

3 stars

(6)

6

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 129 results

October 2017

Johnny from Ellis Agency

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

July 2019

Mike from Beard Insurance Agency

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

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.

Pros

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.

Cons

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.

Reasons for Choosing Jenesis Agency Management

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.

June 2020

Elizabeth from Mangum Insurance Agency

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

June 2020

Jenesis Software

Overall organization has definitely changed in the office

Pros

I like all the features that it has. I like that I just have to open up one page and can access all my companies from there.

Cons

It really hard to say what I least like because overall it’s a great software. The only thing I would like different is the timing of forms. It makes you start over if you step away for a few minutes.

Response from Jenesis Software

Replied June 2020

You're awesome, Elizabeth! Thank you for the review and for being such a valuable customer. We appreciate you!

August 2019

Jennifer from Able Insurance

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

3.0

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.

August 2019

Drane from Carriage Risk

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

August 2019

Jensis Now

Very good company, very good people and easy to reach support. However the functionality is pretty limited compared to other systems I have used in the past.

Pros

We like the cost and that it is user friendly for the most part. The people at Jenesis are great and VERY HELPFUL!

Cons

The software is supposed to have Cross Sell and other prospecting functionality but really does not that I have experienced and checked several times to make sure every campaign is turned on and have tested but we write 100+ policies a month and have only had a few responses; usually the response back to us is "Who is this" or "Please take me off the list". Not great to hear that back! Especially when they are actually a new or older customer of ours. There was NO RATER included with Jenesis Now!!! However, they have been piloting that and we are one of the agencies doing that and it has greatly been enhanced in the last couple months. I think they are on the right track.

Reasons for Choosing Jenesis Agency Management

The lower cost and the people bent over backwards to gain our business.