All Jenesis Software Reviews
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Johnny
Verified reviewer
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSFunctional. 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.
CONSLack 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.
Shanwa
Insurance, 2-10 employees
Used daily for less than 12 months
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.
PROSThis 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.
CONSThere 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
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
PROSI like that we can put detailed information in
CONSThat we can't email directly from it or how we have to go through 10 different steps just to put something in images.
nancy
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
Jenesis Software
Very easy and helpful and overall the team is very knowledgeable
PROSI like everything is a very easy to use system
CONSI really don't have anything negative to say about Jenesis
Vendor Response
Nancy, thank you for your kind words! We strive to make Jenesis easy to use for agents to help them succeed.
Replied February 2024
Jessica
Insurance, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2021
Extremely knowledgeable and helpful
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!
PROSEase of use and consistency with support both customer service and tech support
CONSI have not encountered a feature that was hard
Reasons for switching to Jenesis Software
Jenesis is perfect for my agency. Affordable, top notch support and integrated software
Laura
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Couldn't have done better myself
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.
PROSEasy to customize and navigate. Perfect for Lloyd's and ES policies.
CONSHave not found any yet, only complaint is I wish I had started using sooner!
Reason for choosing Jenesis Software
JenesisNow did it all and can be customized to individual and agency preferences. Most comprehensive and easy to use program on market.
Reasons for switching to Jenesis Software
This had everything we were looking for an more. Great for us where we are now and can grow with our office as well!
Rhonda
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Csr
I learned that you can store al kids of information, media and data, and it keeps it nice and easy to find.
PROSVery easy to learn, navigate and the product itself says it all.
CONSNothing but the best. Makes working easy.
Reasons for switching to Jenesis Software
Company switched because Jenesis is way easier and not complicated like the others.
Vendor Response
Rhonda, thank you for your amazing review! We're happy to have you with us at Jenesis!
Replied July 2022
Julie
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Tools to manage our business
Manage customers. Communication between agents regarding customers. Aware of cancels and renewals. manage quotes and new customers
PROSLove 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.
CONSI 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
Reason for choosing Jenesis Software
All the reasons above and also presentation and met our needs and cost
David
Insurance, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Easy to use software by a team that understands the industry
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.
PROSI find that the dashboard is easy to navigate and also that each process has been simplified
CONSThe 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.
Reason for choosing Jenesis Software
Competitive price and easy of use. Also they were highly rated in the industry and attentive to my inquires about their products.
Suzanne
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Jenesis Conversion
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!
CONSI would like to be able to add custom fields on some of the screens.
Reason for choosing Jenesis Software
Ease of Use; Small Company with Personal Attention
Reasons for switching to Jenesis Software
The cost of EZ Lynx was very expensive and very limited functionality. Accounting and commission features were only available at an additional charge.
Mariah
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed November 2020
Huge Upgrade!
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!
PROSWe 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.
CONSLike 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.
Reasons for switching to Jenesis Software
We had out grown our old outdated system. There was often times no way to correct the information in Ezagent if it was wrong so we couldn't trust a lot of the information in the files.
Vendor Response
Mariah, thank you so much for the amazing and honest review. We are more than grateful to have you guys as part of the Jenesis family and look forward to the future with your team!
Replied November 2020
William
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2021
Excellent System
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
PROSEase of use....Service.....Support Always improving the system
CONSNo issues . Team is always improving and asking what is needed
Julie
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Satisfied
The calendar feature is the one I use the most, it is easy to see and track your appointments.
CONSEverything 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.
Suellen
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Sue's Review
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.
PROSAll 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
CONSThere are a few things different in JenesisNow than Classic. Its just gonna take a few times to get used to it
Reasons for switching to Jenesis Software
Web based
Christine
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
User Friendly Software
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.
PROSIt's very east to navigate through to get to where you need with out opening a million screens.
CONSThe updates are needed quite often. Other than that, there are not many "cons"
Reasons for switching to Jenesis Software
Switched agencies.
Tiffany
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSI 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.
CONSI 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.
Vendor Response
Wow! Thank you, Tiffany!
Replied March 2019
Teresa
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Wonderful system!
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!
PROSThe ability to look up a client with multiple options. Phone number being one of the best!!
CONSIt will time out and kick me out of the system a couple of times a day
Reasons for switching to Jenesis Software
They closed business
MIKE
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
GOOD AMS SYSTEM
BEEN A CUSTOMER 15 OR MORE YEARS AND THEY HAVE ALWAYS WORKED TO MAKE SURE THEIR SOFTWARE IS COMPATIBLE TO OUR INDUSTRY CHANGES.
PROSVERY 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!
CONSI 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.
Ana
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Customizable and User Friendly
The Jmail feature and customizable dashboard save me a lot of time.
PROSJenesis 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.
CONSI can't think of anything right now. I do appreciate Jenesis always being up for improvements though.
Reasons for switching to Jenesis Software
Moved companies
Jennifer
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Awesome Company
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.
CONSI haven't had any problems or issues that I haven't liked.
Reason for choosing Jenesis Software
Price and professionalism.
Vendor Response
We greatly appreciate your kind words, Jennifer! Happy to have you!
Replied September 2022
Devin
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2023
Best Software for Insurance Needs
The Jenesis program is so easy to use and customer service is always available for any issues I have.
CONSThere 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.
Jennifer
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
Very User Friendly
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.
CONSonly 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.
Ashley
Insurance, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed August 2021
Great System
Jenesis is a very user friendly system that takes out all the haste of over entry you see with other carriers
PROSVery user friendly. Also the staff is very helpful in making changes whenever I do see an issue
CONSSometimes agent listed is incorrect and you cannot correct it
Reasons for switching to Jenesis Software
Change in companies
Bailee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2017
Jenesis is the perfect database for maintaining your business!
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.
CONSThere'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.
Crystal
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Jenesis is a game changer
Amazing
PROSEverything is amazing, and it truly is the best insurance agency management system, I can't imagine using anything different.
CONSNothing so far, and they keep making it even better, which is exciting. They truly have their hearts in this, and it shows.
Reasons for switching to Jenesis Software
Wanted something that could take our agency to another level