Jenesis Software

RATING:

4.67

(241)

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...
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Jenesis Software Reviews

Overall Rating

4.67

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Jenesis Software

1 - 5 of 247 Reviews

User Profile

Jonathan

Verified reviewer

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Shanwa

Insurance, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2020

Fantastic Insurance Management System

We are so grateful we put this into place well ahead of the pandemic! It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.

PROS

This software is easy to use and helps us have the ability to quickly see what our clients need. Since we are an independent agency, we have multiple companies to coordinate. JenesisNow brings it all together in one place. We also appreciate customer service - emails, chat feature, phone calls..... they are always there to help when we need it.

CONS

There is a slight learning curve that can only improve from daily use even after certifying in the software system.

Reason for choosing Jenesis Software

Reviews; pricing structure for our newer agency needs; and the ability to grow with us into the future. We also really appreciated the customer service once we contacted Jenesis for a demo. [SENSITIVE CONTENT HIDDEN] is fantastic and helped us to know which system would be right for us. [SENSITIVE CONTENT HIDDEN] is still always there for us along with [SENSITIVE CONTENT HIDDEN] and others from the JenesisNow support system.

Reasons for switching to Jenesis Software

We loved Hubspot and many things about it - some that aren't available at JenNow still. But HS isn't specialized for insurance, so it was complicated to explain procedures and there was much more coordination. JenNow makes our daily tasks easy to implement, understand, and use.

Vendor Response

Wow, Shawna! Thank you so much for the awesome review! We appreciate it more than you know!

Replied December 2020

Miranda

Insurance, 2-10 employees

Used daily for 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.

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

PROS

I like that we can put detailed information in

CONS

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

Julie

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2023

Satisfied

PROS

The calendar feature is the one I use the most, it is easy to see and track your appointments.

CONS

Everything is easy and simple to use, takes a little time learn it all and get used to it but the customer service is always very helpful and friendly.

Beck

Verified reviewer

Insurance, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2021

Great Value and Easy To Use

Absolutely fantastic. Easy to use and understand. The JenesisNow GUI is pleasant and customizable without being overly complex. I did not feel like I was needing to re-invent the wheel.

PROS

The ability to store documents related to an individual policy is very important for our agency. We have a number of clients that have multiple properties and other solutions did not allow this feature. We can also "tag" each policy with its address and simply hover over the record to see which property the policy relates to. I also have to mention the ACORD forms are spectacular.

CONS

New and renewal commissions reports are not available unless the underwriting company is downloading comp through IVANS. There is a work around with manual calculations but an automatic process would be better. However, my understanding is that this is in process and may be resolved in the next few months.

Reason for choosing Jenesis Software

It has the functionality that we really needed without the insane price tag that came with some of the other options. NowCerts was a good option but it is so robust that my staff found the learning curve a bit steep.

Reasons for switching to Jenesis Software

Sold my Allstate agency. Plus eAgent does not have the functionality that we really needed.