Jenesis Agency Management Software

4.76 / 5 (41)

Our advisors have recommended this product 21 times in the last 30 days

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 QuickBooks and J-Books. It is available on a monthly subscription and support is extended via documentation, phone, email and other online measures.  



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Supported Operating System(s):

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

41 Reviews of Jenesis Agency Management

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(31)

4 stars

(10)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 41 reviews

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June 2019

Ann from Wise Insurance Agency

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2019

Love Jenesis

Preparing my E & O is very easy with this software. A couple of buttons and you know what you made from which company. It's so easy to work with. I'm not very computer literate, but Jenesis is easy for me. Of course, I love that.

Pros

We all love Jenesis at our office. The ease of looking up a customer, seeing all the notes about the customer let you know what has happened with them without having to go through all that again by mouth. You post the payments to Jenesis, and you make notes. One look and you know what's going on. You can see if they are canceled, pending cancelation or right on time.

Cons

The least thing I like about Jenesis is when you post a payment you get notes back, example The date paid field on this policy is empty. I'm not sure if we are properly putting the information in or it's just a hiccup.

June 2018

Christy from McCray Inc. / Superior Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

My experience with Jenesis is always a 10. They are so helpful!

Everything in one place. Images, Notes, Downloads, Accounting, Suspenses are all easy to access. Jenesis makes servicing your clients so much easier every day.

Pros

I like the ease of use and all of the neat features form J-links to reports that drill down as well as the prompt customer service when needed.

Cons

Jenesis could use a little more for commercial. I know that they are always adding new and exciting features to help with commercial clients. Also no after hour/weekend/holiday help/support if you are locked out for agents working those days/hours.

Response from Jenesis Software of

Replied June 2018

Thanks so much for the review, Christy! We are open on Saturdays from 8:45am-12pm EST so if you need us during that time, we'll be here!

October 2017

Johnny from Ellis Agency

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.

March 2019

Tiffany from Able Auto Insurance Agency

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

March 2019

Fantastic Agency Database

I have worked in the Jenesis agency database for well over 10 years. Their system is constantly being maintained and updated to users liking.

Pros

I would score overall an 8. I have worked in Easy Apps and other agency databases, Jenesis is by far the most user friendliest. I have used Jenesis for approximately 12 years of my 15 years in Jenesis. Not to mention tech support that always goes over and above to help assist all the way to the end, until problem is resolved.

Cons

I don't really have any cons because Jenesis tech support is a phone call away and will stick with you until your problem is resolved.

Response from Jenesis Software of

Replied March 2019

Wow! Thank you, Tiffany!

October 2017

Max from Carolina's Choice Insurance

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

Jenesis is and has been great for our agency. Willing to listen and grow. Not afraid to make changes

Pros

Very easy to use and friendly. Integrated email and system letters. Ability to send invoices, reminders. Great internal time management system and rolodex. Great reports available quickly and accurately. By far the best value for the money in the industry today. Problem solvers running the company and working there. Ability to talk to people who are helpful, friendly and knowledgeable.

Cons

Larger commercial accounts are a little cumbersome in the system. The certificate management is much better than 8 years ago and continues to improve but still needs a little tweaking.

January 2018

Bailee from Pethel Insurance Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

I would rate Jenesis a 10.

Pros

I would rate Jenesis a 10. It really makes managing our clients a breeze and the functions that allow us to communicate with them really help. Sometimes there are glitches in the system but as of now we are not dealing with any. When we come up with ideas and suggestions, we usually send them in and I have seen one of my own suggestions used which is really great. No complaints here!

Cons

Few glitches are experience but not frequent enough to be unhappy with the service.

June 2018

Dana from Caswell Insurance Services

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

AMAZING

Going Paperless was the greatest thing ever! Slowly each person in our office is getting more confident with the process as well.

Pros

It documents everything you do for a customer. Protection from E & O claims!! Customer service at Jenesis is great! You need them they are there for you.

Cons

Can be intimidating at first, but repetition is the key!!! After using it daily it gets easier. Well, I didn't like having to do updates, but now with our web based product I do not have to do that any more!

Response from Jenesis Software of

Replied June 2018

Thanks a million! You're amazing, too!

May 2018

Jonathan from Superior Insurance - Lexington

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Have been dong business with Jenesis since 2010. Their service always surpasses our expectations.

Pros

Very easy to use, it gives you all the tools you need to help you manage your business. The communications feature is my favorite because it allows us to stay in front of our customers. Their customer service team is fantastic! Any time we call in they are quick to assist our agency and have always gone up and beyond to help.

Cons

At this time I don't have any Cons to report. If you are not currently using this software you should give their team a call. You wont be disappointed.

May 2017

Bailee from Pethel Insurance Group, Inc.

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2017

Jenesis is the perfect database for maintaining your business!

Pros

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.

Cons

There'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.

October 2017

Cathy from Fortress Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

They work with us to make sure we are using the system and not the system using us.

Retain customer information, note section to makes notes on what we do so other people in the office can handle if someone else is out. Run renewal reports. Check on what is showing cancelled and what is active.

Pros

Amount of information we can retain. When we see additional needs they usually can review and put them in a future revision.

Cons

I would like to be able to manipulate the data more easily for reports I want to see. Like being able to pull files and sort the way I want them sorted.

May 2019

Eddie from Eddie Sigmon & Associates

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Customer Service

Here lately I’ve had to contact executive on several different occasions due to our initial download we have just gotten set up and she has been AMAZING!!!! I have enjoyed working with her…she’s been very patient, friendly and has taken her time to always help and answer any questions.

Pros

Everyone is so friendly when you need something

Cons

There's not anything I dislike about the Jenesis Software program

Response from Jenesis Software of

Replied May 2019

Thank you for the awesome review, Eddie! We have enjoyed having you as a customer! - The Jenesis Team

March 2018

Charlie from The Bruner Agency, Inc

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support