Jenesis Software

RATING:

4.7

(270)

About Jenesis Software

Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior ...

Jenesis Software Pricing

Free trial: 

Not Available

Free version: 

Not Available

JenesisNow customizable dashboard that can be designed by you to fit the needs of your agency.
Slide 1 of 4

Jenesis Software Reviews

Overall Rating

4.7

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 270 Reviews

User Profile

Johnny

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 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.

PROS

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.

CONS

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.

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.

nancy

Insurance, 2-10 employees

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 February 2024

Jenesis Software

Very easy and helpful and overall the team is very knowledgeable

PROS

I like everything is a very easy to use system

CONS

I 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

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 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!

PROS

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

CONS

I 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