--- title: "Jenesis Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Jenesis Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/119068/Jenesis-Software/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Jenesis Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Jenesis Software ## What is 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 service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies. ## What is Jenesis Software used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/) Recognitions Best ease of use Overall rating Based on 286 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Pros & cons Streamlined daily operations Highly user-friendly interface Recurring system glitches Starting price $50 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Quoting / 2025 Our "Best of" badge program showcases products with the highest ratings... - Quoting / 2025 ## Jenesis Software alternatives Highest Rated [Sembley](https://www.capterra.com/p/10021105/Sembley/) [5.0 (40)](https://www.capterra.com/p/10021105/Sembley/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10021105/Sembley/) [0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [Guidewire](https://www.capterra.com/p/173704/InsuranceNow/) [3.1 (16)](https://www.capterra.com/p/173704/InsuranceNow/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 50% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/173704/InsuranceNow/) [View all alternatives](https://www.capterra.com/p/119068/Jenesis-Software/alternatives/) ## FAQs about Jenesis Software Overview ### What problems does Jenesis Software solve? Jenesis Software solves scattered policy, client, document, and communication records by keeping insurance information, notes, receipts, forms, and files in one system. It helps independent agencies, brokers, and multi-location teams track claims, renewals, commissions, tasks, and customer follow-ups while reducing missed daily work and manual searches. Answer based on 118 reviews Overview ### Which roles and teams benefit most from Jenesis Software? Jenesis Software is most used by insurance agents, producers, and associate agents who manage policies, quotes, renewals, and client communications. Customer service representatives and office managers use it to maintain account records and handle service requests, while agency owners, presidents, and principals monitor operations, sales activity, and business performance. Answer based on 285 reviews Overview ### What company size and industries is Jenesis Software built for? Jenesis Software is built for small independent insurance agencies handling personal and commercial lines, with 99% of reviewers from small businesses and 99% working in insurance. It is suited to agencies rather than midsize or enterprise organizations, which each represent 0% of reviewers. Answer based on 285 reviews Features and Usability ### What are the key features of Jenesis Software? Jenesis Software includes insurance policy management for maintaining customer policies and renewals, plus document management for attaching and retrieving files. Its CRM supports contact management and email communication, while workflow management, activity tracking, and reminders help agencies organize daily tasks. Claims management tracks open claims, and commission management supports commission calculations. Answer based on 40 reviews Pricing ### How much does it cost and what fees or limitations are included? Jenesis Software starts at $50 per user/month for JenesisNow Basic, with a $64 per-location charge. JenesisNow Pro costs 70 per user/month plus 95 per location and adds accounting, client portal, and texting. Reviewers often consider it affordable, though one cited setup work and delayed company downloads. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does Jenesis Software integrate with? Jenesis Software integrates with 10 third-party tools, including DocuSign, Formstack Sign, Gmail, Microsoft Outlook, QuickBooks Online Advanced, RingCentral Engage Digital, TurboRater, and IVANS Download. These connections support document signing, email, accounting, communications, comparative rating, and insurance data exchange. Answer based on 12 reviews Getting Started and Support ### How easy is it to onboard and train a team on Jenesis Software? Jenesis Software offers in-person training, live online sessions, webinars, and videos. Reviewers report that new employees, beginners, and users with limited computer experience generally learn daily tasks quickly, especially with individual trainer support. Teams need more time for complex workflows, navigation, and features such as commission details or email campaigns. Answer based on 50 reviews Getting Started and Support ### What customer support options does Jenesis Software offer, and how do users rate the experience? Jenesis Software offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users commonly describe support as patient, knowledgeable, and quick to resolve issues, with phone and chat assistance frequently cited. Some users report a key frustration: support availability is limited to regular business hours, including no after-hours, weekend, or holiday coverage. Answer based on 100 reviews Insurance management ### How well does Jenesis Software manage insurance policies and clients? Jenesis Software centralizes client records, multiple policies, claims, documents, notes, tasks, and commissions for independent insurance agencies. Small and mid-sized agency teams find policy setup and servicing easy, while integrations and multi-carrier quoting support daily work. Some users still need to enter policy changes in both Jenesis Software and carrier websites. Answer based on 32 reviews ## Who uses Jenesis Software? Based on Capterra reviews from the past 5 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Streamlined daily operations 98% positive reviews out of 48 Most reviewers find ease of use significantly reduces learning time and simplifies everyday business processes. Recurring system glitches 61% negative reviews out of 33 Most users report bugs and issues like freezing, slowdowns, and occasional errors disrupt workflow and require restarts. Rob M. Insurance Agent, 51 - 200 employees. "Sometimes the system will get a little glitchy" Highly user-friendly interface 96% positive reviews out of 25 Most reviewers describe the user interface as approachable, clear, and easy for all team members to understand. Intuitive and efficient navigation 100% positive reviews out of 23 Most users report navigation is straightforward, making it simple to locate information and complete tasks. Jessica C. Owner Principal agent, 1 employee. "Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! " ## Features AI summary Based on 470 Insurance reviews Not all Insurance software covers every feature buyers care about most. Here is what Capterra reviewers flag as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Jenesis Software includes **Insurance Policy Management** and **Policy Management**, giving insurance teams the tools to organize policy details, maintain accurate records, and oversee coverage workflows more efficiently. However, it does not offer **Payment Processing**. Instead, it provides other important capabilities that reviewers also value, including **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**), helping businesses keep client files organized, monitor day-to-day work, and prepare pricing information more effectively. Insurance Policy Management 4.9 (97) 74.23% of 97 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Policy Management 4.9 (57) 56.14% of 57 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Document Management 4.9 (50) 68.00% of 50 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Activity Tracking 4.9 (31) 48.39% of 31 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Quotes/Estimates 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Contact Management 4.8 (52) 53.85% of 52 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Jenesis Software 92 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commercial: Specialized for organizations who focus on commercial projects and processes - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal - Comparative Insurance Rating: Rate insurance claims based on comparative instances - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Imaging: Convert paper files into digital images - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Electronic Signatures: Sending electronic documents to clients to sign and return electronically - Email Integration: Integration with email tools in order to easily send confirmation emails and other communication pertaining to a customer's order. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - For Insurance Industry: Intended to be used by insurers - Forms Management: Store, manage and track all forms in a centralized location - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoicing & Receipts: Creating and organizing insurance invoices and payment receipts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Payment Processing: Accept, record, and reconcile financial transactions - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Library: A repository of all past and existing policies - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Tools: Tools to aid in the the sales process such as customer communication, reporting capabilities, and marketing information. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Login: At least a username and password is required to access the system - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Underwriting Management: Manage the review process to determine financial risk on a loan or application - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (281) 4.6 Based on 281 reviews ## Pricing Value for money 4.7 (242) [View pricing plan details](https://www.capterra.com/p/119068/Jenesis-Software/pricing/) JenesisNow Basic $50.00 Per User,Per Month It includes: - Carrier Downloads - Media Files - Acord Forms Library - Customizable Reports - Notes - Import Customers/Prospects - Customizable Dashboard - Receipts - Unlimited Data Backup - Premium Finance Integration - Employee Time Clock - Employee Transaction & Productivity Log - Reminders - Renewal Tracking JenesisNow Pro $70.00 Per User,Per Month It includes: - Commission Manager - Zapier Integration - Client Portal - End of Day Manager - Carrier Downloads - Media Files - Notes - Customizable Reports - Customizable Dashboard - Premium Finance Integration - Employee Time Clock - Reminders - Renewal Tracking - Employee Transaction & Productivity Log - VoIP Integration - Acord Forms Library - 2-way Emailing and Texting - Automated Marketing Campaigns - Unlimited Data Backup - Import Customers/Prospects - Check Register - Invoicing - Receipts Value for money 4.7 (242) 4.7 Based on 242 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Formstack Sign](https://www.capterra.com/p/206505/Formstack-Sign/)[ Lightspeed](https://www.capterra.com/p/233553/Lightspeed/)[ TurboRater](https://www.capterra.com/p/6816/TurboRater/)[ PL Rating](https://www.capterra.com/p/123046/PL-Rating/)[ RingCentral Engage Digital](https://www.capterra.com/p/173380/Dimelo-Digital-platform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (280) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (280) 4.9 Based on 280 reviews ## User reviews Overall rating 4.7 Based on 286 reviews Filter by rating 5(215) 4(64) 3(4) 2(2) 1(1) Mentioned topic Sorted by most recent DK Devryn K. Agent, CSR Insurance ### "Great product for small businesses " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 21, 2026 Smooth! Anytime our agency has a problem, the Support Team is ready to resolve the issue. We do notice it running a little slower at certain times, but overall it's a great system. Pros The email integration system is what sold our company on it. Since then, they have added on other integrations that our company utilizes, such as e-signature and rating systems. Cons The one thing that the agencies old system had that I was Jenesis would include is having a title box for the notes. So when you save the note to your suspense (aka to-do list) it is a description of what the note is about. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BA Becca A. Agent Insurance ### "10/10 would recommend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 13, 2026 Excellent, I don't see any reason why we would leave. It is a great value for an affordable price and is easy for our new hires to learn. Pros We have been using Jenesis for several years now. We moved from agency matrix for multiple reasons, the main being price, and email integration. We really enjoy being able to adjust the lay out of each screen, how available the company is for help when needed, and how it links to outlook and automatically saves client emails to their accounts Cons There is currently nothing we are unhappy with. Everything seems to work well and the company is very open to suggestions. Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) price, email integration, client information Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MM Md Mahbubul Alam J. manager Insurance ### "Amazing management tools for an insurance agency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 12, 2026 Jenesis Software is a highly intuitive, easy-to-use insurance agency management system (AMS) tailored for small to mid-sized independent agencies. The platform is widely praised for its exceptional customer support and streamlined daily operations. Pros The web-based system (JenesisNow) is highly user-friendly and approachable, allowing agents to navigate easily and locate client information. The support team is frequently highlighted as being highly patient, accessible, and knowledgeable when agents need assistance. Cons Sometimes, I found the system can experience temporary freezing or slowdowns. Otherwise everything is fine Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) their system was so slow and having issue with acords Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mitchell H. Owner Agent Insurance ### "Jenesis Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 31, 2025 Great customer service. Options available if I want to upgrade, but I dont need to pay for options I dont need or use. Pros Price for what I needed from a AMS was great. The onboarding was easy. Customer support was great. Easy to use Cons Nothing, it does what I need it to do.There is nothing not to like. Its a simple system for basic Agency Management needs. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reasons for choosing Jenesis Software Price for the capabilities was by far rhe best, and it has the options that can be added for not much more of a cost if needed Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DO David O. owner Insurance ### "My Agency Control " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 14, 2025 Very good so far. The technical suppot is good and proactive. I can get help when I need it (which is often) Pros Product support, relatively easy to use. The navigation is much better than similar sytems that I have used. Cons Some screens are a bit crowded. I use a 27 inch monitor and it's a bit much at times. If I go mobile and use the ipad then there is more on the oage than I want. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TE Terrence E. CFO AND MARKETING MNGR Insurance ### "PMA'S REVIEW" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 8, 2025 OVERALL WE ARE EXTREMELY HAPPY WITH THE PURCHASE OF JENESIS. WE ARE LESS THAN A YEAR IN, AND CAN ALREADY SEE THE BENEFITS OF THE SYSTEM. Pros THE WAY EVERYTHING IS EASILY FOUND IN ONE DATABASE. ESPECIALLY, HOW THE ACTIONS DONE ARE AUTOMATICALLY LINKED TO THE CUSTOMER. Cons IT ISN'T THE MOST USER FRIENDLY INTERFACE, SPECFICALLY WHEN IT COMES TO TRAINING. THE EMAIL CAMPAGIN ARE ALSO DIFFCULT TO WORK. Switched from [Power Broker](https://www.capterra.com/p/111010/Power-Broker/) WE WANTED A SYSTEM THAT WAS SERVER-LESS, AND COULD BE CUSTOMIZED. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. IA Isaac A. Agent Insurance ### "Jenesis Never Fails to Amaze Me!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 7, 2025 I use this program everyday and have for nearly 4 years now. Without it, my workload would be significantly less organized. Overall, this system is fantastic. Pros We use a product of Jenesis Software, and it is awesome. It does exactly what it is designed to do. It is awesome for keeping all of our files neat and organized. Cons Every now and then we run into a bug or two, but this is to be expected with any program. Other than this, the program works amazing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AR Ariana R. Customer Service Rep Insurance ### "Better System" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 13, 2025 Like the system. Easy to learn. Good features. Pros It's easy to use once you're trained on how to use the system, Cons Can't see who viewed policy last on client's policy. Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Management made the decision to change because of constant mishaps. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 20, 2025 Thank you, Ariana! We are so grateful for your feedback. Welcome to the Jenesis family! JC Jessica C. Owner Principal agent Insurance ### "Jenesis software a must-have!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 5, 2025 Overall Jenesis software is on point and offers all need you may have for marketing and software!! Pros Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! They also send out email blast to your client list which is a wonderful plus!! Cons I preferred the old quote control features!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 9, 2025 Thank you, Jessica! We are incredibly grateful for your review. Welcome to the Jenesis family! CS Christian S. Insurance Agent Insurance ### "Honest review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 27, 2024 Overall Jenesis is easy to use and makes my job easier for me. Pros I like the ease of locating my customers. Cons Locating certain customer (ie dependents on a policy) and having to use dashes and choosing the phone number option to locate someone. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 7, 2024 Thank you, Christian! We are so grateful for your review. We will take your feedback and continue to make Jenesis better for you and your agency! 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