Helping businesses choose
better software since 1999
better software since 1999
Guides & Research
Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
Jenesis is best for Independent Insurance Agencies that focus on personal & commercial lines.
Insurance Brokers especially the Delegated Underwriting Authority Enterprises like MGAs, MGUs, Program Managers, Underwriting Managers and Lloyds Cover-holders.
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.
I don't like that they don't have 24/7 support. The support system is only avaiable during regular business hours, which is hard within our agency when we have had minor problems with freezing up.
I love the platform, and Gia my trainer was awesome, very helpful and fun, we had a good time. You guys gave a great set up.
Eddie, we have been out of the office for several days. Sorry for the late response.
When working at its best I think it is great. The best feature is the group quoting feature.
Communication between agents regarding customers. Aware of cancels and renewals.
So far we have had a great experience - we're very happy to have switched providers.
Some of the algorithms can be annoying but I know it's due to our administrator requested it.
Overall Macaw is great for being a single application where multiple lines and variations can be completed. The NEST team is always responsive to needs and changes required.
Customers can sometimes get stuck or have a bad experience due to mismatch is browser library or data loading issue.
I like the ability to save documents and keeps notes for years.
There are some formatting issues I struggle with that to me seem no-brainers (like formatting monies as currency), that are missing.
I like that it has finally come together and is becoming more user friendly for me and my team.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
I like that you can pull reports for renewals, you can link your phone system to it for ease of calls.
The reports are useless and much of it never updates.
Jeanna: My name is Jeanna. I'm a business owner in the insurance industry, and I give Jenesis a four out of five. So I decided to go with Jenesis now over EZLynx because they demanded a bigger startup fee and being a first time business owner, I really needed to limit my expenses before I commit to something that I wasn't sure about. So that's why I went with Jenesis. They were just affordable for me with just about the same features as the competitor. So I went with Jenesis because of a lot of features that they had, especially the ACORD forms. I found it to be very useful and helpful in my service aspect, freeing up a lot of time with service just by having that specific feature available. And it was per customer so it automatically generates the ACORD forms for whatever line of business you wrote, and I found that to be just a hundred percent useful and awesome. So the onboarding process is pretty simple in my opinion. I'm able to just plug in my customers and to differentiate if they were quoted prospects or active customers. So the onboarding was awesome and I'm also able to write text messages, welcome text messages, in English and Spanish, just to let the customers know like, "Hey, this is who you'll be dealing with. This is my website, my email." So that ended up being just awesome for me. And then other than that, I mean, even the email parts, just being able to simply send an email and have it noted in the account was extremely useful. So recommendations that I would give to anybody that's considering Jenesis now would be to definitely do it. One, they do offer great training for you to just set up. It actually gives you a demo for you to just plug in your customers if you have an existing book of business. And on top of that, they were referred to me, which I think referrals are the best key to success and since it was from a referral from another friend of mine, I went with it and I'm referring it to anybody that is in need of a system, a software system, that will work for them.
Jenesis Software
Top FeaturesMacaw
Jenesis Software
Macaw
--
Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.
Products similar to those you're currently comparing:
