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.

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.

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.

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.

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.

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

its ok but I've used better

I like that we can put detailed information in

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

Very easy and helpful and overall the team is very knowledgeable

I like everything is a very easy to use system

I really don't have anything negative to say about Jenesis

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!

Ease of use and consistency with support both customer service and tech support

I have not encountered a feature that was hard

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.

Easy to customize and navigate. Perfect for Lloyd's and ES policies.

Have not found any yet, only complaint is I wish I had started using sooner!

I learned that you can store al kids of information, media and data, and it keeps it nice and easy to find.

Very easy to learn, navigate and the product itself says it all.

Nothing but the best. Makes working easy.

Manage customers. Communication between agents regarding customers. Aware of cancels and renewals. manage quotes and new customers

Love 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.

I 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

Jenesis makes it easy to understand your business while also keeping you organized and up to date on tasks and renewals as they come in.

I find that the dashboard is easy to navigate and also that each process has been simplified

The only item I'd like to see is a widget on the dashboard that shows total policy volume in premium dollars and have it categorized by policy type.

Our conversion from EZ Lynx to Jenesis has been fantastic. The communication and response time from Jenesis has been second to none. Everyone has been so nice and patient. Definitely a 10!

I would like to be able to add custom fields on some of the screens.

This has help streamline my job so much and I am still finding new ways to work the Jenesis features into my job to make it even easier!

We love how many features we can utilize to streamline our processes. Being able to email and text directly from the system and having it note what you sent automatically has made a world of difference in my job personally! I love the client image sections organizing capabilities and lay out. Such a huge improvement from our basic system we were using before, it finally feels like we can trust the information that's in our customers electronic file.

Like any platform it has it's glitches and errors but the team is usually helpful. The tech support system is kind of contrived though so a lot of the smaller issues we just find work arounds for (like ACORDS not saving to images ect) because it's not worth the back and forth to explain when and where the small issues occur.

Eddie, we have been out of the office for several days. Sorry for the late response. If every company/business was as concerned with their product and service as Jenesis is, it would be a much better world. You guys do an amazing job with your service and response time. We currently do not have any issues. If you wanna (nic-pic) one thing that comes to mind is make sure every report we run prints the date on it. I know there are a couple I hand write the date on each month I run them. (if you haven't already corrected) Plans are this year to attend the retreat Jenesis holds. We have not been able to attend in the past but are putting an extra effort in going this year. From past videos I am sure it will be beneficial to the office. On a scale of 1-10.....Who could not rate Jenesis at a 10 ? Perfect....nothing is....but you make every effort to appease any/all requests or at least explain the reasoning. William David Long Vice President Freedom Insurance Agency, Inc

Ease of use....Service.....Support Always improving the system

No issues . Team is always improving and asking what is needed

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

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.

I've been using Jenesis Classic since 1999. Just recently changed to JenesisNow. There is a difference, but I got this. If I have an issue, I just pick up the phone and their there to help. Always friendly service and very helpful. If your not using Jenesis you need to check them out.

All your client information is right there for you. You don't have to go and look for it. If you need to pull info up on company side, it's just a click away

There are a few things different in JenesisNow than Classic. Its just gonna take a few times to get used to it

It's was an easy transition from the management system I was used to (which I used for 15 years) I've been using Jenesis for a little over a year and I have had minimal issues.

It's very east to navigate through to get to where you need with out opening a million screens.

The updates are needed quite often. Other than that, there are not many "cons"

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

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.

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.

Since we are not a paper free office, I am sure that we are not using all of the wonderful features offered by the program. However, for what we use it for, it works wonderfully!

The ability to look up a client with multiple options. Phone number being one of the best!!

It will time out and kick me out of the system a couple of times a day

BEEN A CUSTOMER 15 OR MORE YEARS AND THEY HAVE ALWAYS WORKED TO MAKE SURE THEIR SOFTWARE IS COMPATIBLE TO OUR INDUSTRY CHANGES.

VERY GOOD SOFTWARE WITH EASY ACCESS TO CUSTOMER SERVICE REPS AND QUICK FIX TO ANY PROBLEMS.BEST PART IS THE PERSON WHO DEVELOPED THE SYSTEM HAS ALWAYS BEEN RESPONSIVE TO ANY PROBLEMS OR ISSUES,ALWAYS ADDRESSES OUR CONCERNS WITH GENUINE DESIRE TO MAKE OUR PARTNERSHIP A CONTINED GOOD ONGOING RELATIONSHIP AS IT IS VITAL TO OUR BUSINESS!

I HAVE NO CONS AS I SAID ANY PROBLEMS WHICH DO POP UP FROM TIME TO TIME AS MET WITH A DERSIRE TO RESOLVE THOSE ISSUES.

The Jmail feature and customizable dashboard save me a lot of time.

Jenesis is a game changer. At my previous insurance job we used a different system and when I switched companies, I never realized how much I was missing out on, until using Jenesis. The Jenesis team is unmatched. They will help at anytime and take suggestions from users and actually implement change.

I can't think of anything right now. I do appreciate Jenesis always being up for improvements though.

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.

I haven't had any problems or issues that I haven't liked.

The Jenesis program is so easy to use and customer service is always available for any issues I have.

There 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.

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.

only 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.

Jenesis is a very user friendly system that takes out all the haste of over entry you see with other carriers

Very user friendly. Also the staff is very helpful in making changes whenever I do see an issue

Sometimes agent listed is incorrect and you cannot correct it

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.

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.

Amazing

Everything is amazing, and it truly is the best insurance agency management system, I can't imagine using anything different.

Nothing so far, and they keep making it even better, which is exciting. They truly have their hearts in this, and it shows.