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.

Overall, we have been able to maintain our book of business through the easy storage of information for each of our customers, and being able view their information in real time.

This software offers an ease of information needed for our customer's all in one place. For example, forms such as Certificates of Insurance or Evidence of Property are available to be printed for each customer listed in the system as well as policy downloads that automatically update on a daily basis.

If the system could calculate the total loss ratio per insurance company that we write for, that would be amazing.

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

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.

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.

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.

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

I have worked on several other customer databases. Jenesis gives us what we need at a reasonable price. We rely on Jenesis daily for all customer-related tasks. We would be lost without Jenesis!

Jenesis is reliable and makes a complicated job more convenient.

I wish the names in the suspenses were a link where you click them and it takes you directly to their file.

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

It has been a pleasure working with [sensitive content hidden] and the rest of the team. I love that they want to hear from their customers as to what we would like to see and actually have some of those ideas implemented in the system.

We love the ease of having all our customer files all in one easy location to find. We have a clean and neat way to file for each customer. Rating has been made much easier, keeping up with the money that is taken in on a daily basis. We love everything about Jenesis

That we still do not have the ability to quote Progressive Insurance through Jenesis (this is not a Jenesis issue this is a Progressive issue)

The set up was easy, I loved the communication they gave as well as you can call and speak with a live person!

It keeps all my client information. This system is truly an all in 1 system

I have no complaints at all. From the start, everything was a great experience.

So far so good. Glad we chose Jenesis!

Jenesis is perfect for insurance agencies and brokers! So easy to use and so intuitive. Built by insurance pros for insurance pros.

Can’t think of any cons! We love the ease of use and capability of Jenesis.

I've dealt with Jenesis and other companies and Jenesis is small enough to care for each of it's clients and big enough to handle the servicing of their clients

With masking on our policies, it's very hard to requote our customers. We want them to have the best rates available and Jenesis allows us to do that without having to call the customer and collect the info we are supposed to have. Jenesis makes me more money than I spend on it.

On rare occasions some downloads don't take and a customer, here and there, will be missing.

My experience with Jenesis has always been good. Customer service is their strong suit. I can email or call, and I always get help if I have questions or an issue.

Great filing system to keep client's images (for paperless). Great way to keep track of notes. Easy to Learn for beginners. I like been able to store property address for dwelling policies. This is a great system to keep track of new/active/cancelled policies.

Jenesis Chat. I was very pleased when I seen this feature added to the software. But disappointed after using. Sometimes it will work, and sometimes there is a time delay on the message to show. At times, my typed message just doesn't show up at all.

The varied reports are helpful when the owner wants to see who is writing what companies and what companies are not being used as often.

I like that we can email receipts, and send texts through Jenesis and we receive replies in our email. I have used the desktop version for five years and we are planning to switch to the web version soon; from what I have been told it is even better.

In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them. So I guess there is not really anything that I do not like.

It's been a good system for us, overall. And they work continually to try and improve it.

Easy to use, user friendly, it makes policy management a whole lot less complicated. The Technical support team is friendly and eager to help. They respond positively to suggestions and ideas on how to improve the product.

It has a tendency to freeze up during use, causing a reboot of the computer. This is just about a daily occurrence for my agents.

The Jenesis Software helps to keep me and my agency organized and helps to avoid daily tasks from getting overlooked.

I decided on and keep Jenesis because of the ease of use.

There is not anything in particular that I don't like about Jenesis but there are some features I choose not to use at this time.

Jenesis is great to me. They help when I need it and are always willing to show me or direct me where to get the information that I need

I believe that you have everything at your fingertips, if all is completed properly, which makes it easy for any other employee to know what's going on with the client and their needs.

Not having enough time to train properly and having to learn stuff that I should have already known earlier. Not any fault of software, I am the only employee so it makes it hard to take the time to complete webinars and such.

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.