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 Quick...


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Supported Operating System(s):

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

144 Reviews of Jenesis Agency Management

Average User Ratings

Overall

4.54 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(91)

91

4 stars

(44)

44

3 stars

(6)

6

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 144 results

January 2021

Beck from Beck Agency

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

Reasons for Choosing Jenesis Agency Management

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 Agency Management

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

July 2019

Mike from Beard Insurance Agency

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

July 2019

Good Software Great Technical Support Team!

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.

Pros

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.

Cons

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.

Reasons for Choosing Jenesis Agency Management

Local company, decent system, dedication to it's agents. Going through a large corporation like AMS or Applied, you don't get the same level of technical support and customer service.

August 2019

Jennifer from Able Insurance

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

3.0

August 2019

Jenesis Software

Pros

When working at its best I think it is great. The best feature is the group quoting feature.

Cons

lots of problems with commercial imports , items disappearing (aka: quotes,note,etc) when system I guess has not had a compact and repair so not sure whos end this falls on.

December 2020

Shanwa from That Insurance Guy

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Reasons for Choosing Jenesis Agency Management

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 Agency Management

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.

Response from Jenesis Software

Replied December 2020

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

August 2019

Drane from Carriage Risk

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

August 2019

Jensis Now

Very good company, very good people and easy to reach support. However the functionality is pretty limited compared to other systems I have used in the past.

Pros

We like the cost and that it is user friendly for the most part. The people at Jenesis are great and VERY HELPFUL!

Cons

The software is supposed to have Cross Sell and other prospecting functionality but really does not that I have experienced and checked several times to make sure every campaign is turned on and have tested but we write 100+ policies a month and have only had a few responses; usually the response back to us is "Who is this" or "Please take me off the list". Not great to hear that back! Especially when they are actually a new or older customer of ours. There was NO RATER included with Jenesis Now!!! However, they have been piloting that and we are one of the agencies doing that and it has greatly been enhanced in the last couple months. I think they are on the right track.

Reasons for Choosing Jenesis Agency Management

The lower cost and the people bent over backwards to gain our business.