Who Uses This Software?

Jenesis is best for Independent Insurance Agencies who focus on personal & commercial lines. We offer 3 Agency Management System options, all designed by an Insurance Agent for Insurance Agencies.


Average Ratings

31 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Jenesis Software
  • www.jenesissoftware.com
  • Founded 1999
  • United States

About Jenesis Software

Jenesis is a cloud-based management system that is designed to help insurance agents manage existing Personal lines and Commercial lines clients as well as Life and Health customers. Build strong relationships with policyholders while automatically marketing to potential customers and increase efficiency with pre-fillable Acord forms. In addition to Jenesis management system, JenesisWeb website design services provide you the opportunity to have all of your agency needs in one place.


Jenesis Software Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management
  • Cancellation Tracking
  • Claims Tracking
  • Policy Generation
  • Policy Issuance
  • Policy Processing
  • Quotes / Estimates
  • Rating Engine
  • Reinstatement Tracking
  • Reinsurance Administration
  • Renewal Management
  • Underwriting Management
  • Billing & Invoicing
  • Broker / Agent Portal
  • Claims Management
  • Commission Management
  • Customer Portal
  • Document Management
  • Insurance Rating
  • Marketing Automation
  • Policy Management
  • Quote Management
  • Reinsurance Administration
  • Underwriting Management

Jenesis Software Reviews Recently Reviewed!


Capterra loader

Very good to work with. Constantly improving something that's already good.

Oct 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

My experience with Jenesis is always a 10. They are so helpful!

Jun 04, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the ease of use and all of the neat features form J-links to reports that drill down as well as the prompt customer service when needed.

Cons: Jenesis could use a little more for commercial. I know that they are always adding new and exciting features to help with commercial clients. Also no after hour/weekend/holiday help/support if you are locked out for agents working those days/hours.

Overall: Everything in one place. Images, Notes, Downloads, Accounting, Suspenses are all easy to access. Jenesis makes servicing your clients so much easier every day.

Vendor Response

by Jenesis Software on June 06, 2018

Thanks so much for the review, Christy! We are open on Saturdays from 8:45am-12pm EST so if you need us during that time, we'll be here!

Jenesis is and has been great for our agency. Willing to listen and grow. Not afraid to make changes

Oct 01, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Very easy to use and friendly. Integrated email and system letters. Ability to send invoices, reminders. Great internal time management system and rolodex. Great reports available quickly and accurately. By far the best value for the money in the industry today. Problem solvers running the company and working there. Ability to talk to people who are helpful, friendly and knowledgeable.

Cons: Larger commercial accounts are a little cumbersome in the system. The certificate management is much better than 8 years ago and continues to improve but still needs a little tweaking.

I would rate Jenesis a 10.

Jan 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I would rate Jenesis a 10. It really makes managing our clients a breeze and the functions that allow us to communicate with them really help. Sometimes there are glitches in the system but as of now we are not dealing with any. When we come up with ideas and suggestions, we usually send them in and I have seen one of my own suggestions used which is really great. No complaints here!

Cons: Few glitches are experience but not frequent enough to be unhappy with the service.

AMAZING

Jun 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It documents everything you do for a customer. Protection from E & O claims!! Customer service at Jenesis is great! You need them they are there for you.

Cons: Can be intimidating at first, but repetition is the key!!! After using it daily it gets easier. Well, I didn't like having to do updates, but now with our web based product I do not have to do that any more!

Overall: Going Paperless was the greatest thing ever! Slowly each person in our office is getting more confident with the process as well.

Vendor Response

by Jenesis Software on June 13, 2018

Thanks a million! You're amazing, too!

Capterra loader

Have been dong business with Jenesis since 2010. Their service always surpasses our expectations.

May 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Very easy to use, it gives you all the tools you need to help you manage your business. The communications feature is my favorite because it allows us to stay in front of our customers. Their customer service team is fantastic! Any time we call in they are quick to assist our agency and have always gone up and beyond to help.

Cons: At this time I don't have any Cons to report. If you are not currently using this software you should give their team a call. You wont be disappointed.

Jenesis is the perfect database for maintaining your business!

May 18, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: 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.

Cons: There'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.

They work with us to make sure we are using the system and not the system using us.

Oct 09, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Amount of information we can retain. When we see additional needs they usually can review and put them in a future revision.

Cons: I would like to be able to manipulate the data more easily for reports I want to see. Like being able to pull files and sort the way I want them sorted.

Overall: Retain customer information, note section to makes notes on what we do so other people in the office can handle if someone else is out. Run renewal reports. Check on what is showing cancelled and what is active.

I would rate Jenesis a 9.5. The customer/ tech service is awesome.

Mar 14, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the live chat on the website. I have utilized that many times and they were able to assist me easily. The effort they put into developing the program to always improve and increase usability. They are open to discussing suggestions or user needs to improve user functionality.

Cons: Some of the features, particularly in the Commercial Lines, are not suited for the way we manage files and customer information.

Easy to use and easy to train new employees on

Nov 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Jenesis is integrated with all our companies making it easy to audit our data and quickly navigate back and forth between our management system and their websites. Jenesis is easy to use for all levels of "tech savvyness" and has many useful reports. I never find myself searching for buttons/reports and support is always very quick to fix our problems and accommodate us as we are a 24 hours agency.

A valuable tool

Mar 10, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Very simply, we couldn't operate without a solid, dependable agency management system, and Jenesis meets our agency's needs completely. Jenesis offers many functions that makes completing our daily tasks easier and more efficient. We love the fact that we can email and text our customers from within the program. And the many reports that are available allow us to easily track our production, receipts, and time management, I would recommend Jenesiss to every agency that wants a superior system and doesn't want to pay too much.

I have used Jenesis for years.

Jun 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: User friendly & customer support is a very helpful. Receipts & counting the drawer down @ the end of the day is easy to use.

Cons: Would like to add more than 5 vehicles, commercial policy details could be enhanced, and would like to have different color options for all screens. These are just to name a few.

Overall: expressing my option in hopes to do good.

Vendor Response

by Jenesis Software on June 06, 2018

Thanks, Sandy! Your review is very helpful and thank you for the suggestions!

Jenesis Software has made the insurance business easier

Oct 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Jenesis Software has made insurance quoting and policy servicing a lot easier. Jenesis has come a long way from when I first started using them. When you have an issue, their customer service is right there for you.

Overall: If something isn't working right, just pick up the phone and give them a call. If they can't fix it right then they will put a ticket in and then it would be fixed in the next update.

Vendor Response

by Jenesis Software on October 30, 2017

Thank you so much for the kind words Sue!

Great from an accounting perspective

Jun 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I primarily use this software to document accounting items - payments received and made, etc. This software has features that make it easy to capture what is happening. This is crucial to save time and keep a history of transactions. You can easily click and drag emails, and import documents for each client.

Cons: There is a lot going on in this software. For someone who is not well trained on it, it can sometimes be difficult to know where to go to find something. Some processes, such as adding commission details, can be tedious.

precise

Oct 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the management system that is customized for this office, especially the reports, I like the downloads (except for the address section. )

Cons: again, the address section of the downloads. seems to take forever to process that one, I don't find this is a necessary part

Overall: it's a great policy profile system , easy to run the necessary end of day reports.

Everyone is ALWAYS So Helpful !

Dec 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The ease of maneuvering around in the system,the ability to keep up with daily schedules through the J-Timer, Quote control which makes quoting SO MUCH EASIER & FASTER!Sometimes the system wont update through our downloads and this could very well be a company side issue rather then Jenesis.

I am impressed with the system and how it works. On Value for money, Have no idea. Matt would know

Sep 26, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is pretty easy to do notes, find forms that I need, input information on the policies into the system. So far I am happy with the system. Am sure I will get better the more I use it.

Cons: Still inputting the insured's in the system. Have noticed that when doing H/O, Dwelling Fire, ect, you have to change the date at the top of the coverage page. It is correct on 1st page but not correct on the 1st pg of the coverage page. Also noticed that sometimes when you enter a policy (H/O) sometimes it comes up twice on the front page. I think I figured that out, don't put garaging address and just go to coverage page. For the most part, I'm sure all will be simple when I get completely used to the system.

Overall: When I get used to the system as a whole I am sure I will like it even better than I do now. Of course it takes time to learn a new system but the couple of months I've been using it now, I like it. It is easy to look up things like renewals and forms. And filling out forms are pretty easy also.

Written by those who use it.

Aug 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: functionality is the most user friendly software. Built for the user not the technical department.

Cons: logs me out when I'm doing something else for a little to long

Vendor Response

by Jenesis Software on August 03, 2018

Johnny,

Thanks so much for the great review. We really appreciate it!

Capterra loader

I have worked with their system for over 2 years and never had any issues First class

Oct 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Always works and always making improvements - their customer service has never failed us. it is the most important tool we use on a daily basis for filing our clients policies and information

I find it very easy to use and it is definitely an asset to our agency

Oct 02, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I find this product to be very easy to use. They are always updating the program to make sure to meet all of the agents needs.

Overall: They are always trying to keep it up to date to make sure things run smoothly.

A+ agency management system

Nov 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ease of use and the system's ability to correct/notify the user. All of our agents were able to quickly adapt to the new system once in use. Any suggestions were heard and implemented to the teams best ability.

Cons: Certain abilities we were used to and still are used to from our old software. Old habits die hard!

Simple product to use, has all the features we need.

Nov 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The simplicity and convenience of having all of a customers information in one place. Customer service for this product is amazing as well.

Outstanding

Jan 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and cuts my work load in half. Team is amazing to get in contact with and enjoyable to talk with.

Overall: Easy to work with.

Jenesis has always been easy to work with. support staff is great

Oct 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: very user friendly. ability to access client information quickly. simple to update information as needed.

Used the free trial, decided to use a different one

Mar 19, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Was fairly easy to use and did a nice job on the two or three customer service issues that we needed them for

Cons: We were looking for certain reporting abilities that we weren't able to do here. Chances are now that wouldn't be an issue for them to do, but it was then.

Definitely 5 stars all around! Easy and helpful software and wonderful customer service!

Sep 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like being able to have everything I need at the tips of my fingers and how simple it is to use. my office and I use Jenesis on a daily basis.

Cons: Not being able to categorize the clients or have them in alphabetical order, especially when we print them out.

Tried and tested

Feb 23, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I have been a customer for over 20 years and have tried other systems along the way. None stand up to what Jenesis offers, not to mention it is substantially less. I guess the main reason for that is the close relationship with an agency, so they know exactly what we need to be successful.

Vendor Response

by Jenesis Software on February 23, 2015

Thank you for your review, Todd! We certainly appreciate you and all the folks at Johnson Insurance Mgmt. We are proud to have your group of agencies as Jenesis customers for over 20 years and we look forward to many more!

Saves time, makes money

Feb 17, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Jenesis have been a great asset to our agency, and they Jenesis team is a valuable partner! Our agency has seen significant growth over the past 8 years since we became a Jenesis customer. As we have expanded the Jenesis team has worked to grow and improve their product as well. I am a loyal customer because of their willingness to grow with us has made me a very loyal customer.

Jenesis

Mar 19, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I have used Jenesis in an agency for 15+ years and don't know how I could have done it without it. Love the built in rater. However, it doesn't rate all companies it is still a huge time saver. Having the accord forms prefilled is nice too. All of my companies download into it. Really like that I can be paperless. The Jenesis team is so helpful and the certification learning is to notch.

Support

Feb 18, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Our office has been using Jenesis Software for about 3 years, and this management system has been a great product. Keeping the office balanced and maintaining policies has been a function that has resulted in our office keeping track of our customers needs and giving them great service. Distinct features within this product makes your busy day a little less hectic.

President

Mar 20, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: Jenesis is invaluable to our operation. The integration with our finance company, credit card vender and insurance companies saves us a lot of man-hours. Having the ability to quote multiple companies with one click gives us an advantage over our competition. The reporting features are broad. They give us great management tools.