--- title: "Jenesis Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Jenesis Software the right Insurance Rating solution for you? Explore 284 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/119068/Jenesis-Software/reviews/" page_type: "reviews" language: "en" --- Jenesis Software 4.7 (284) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of Jenesis Software Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews MJ Md Mahbubul Alam J managerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “Jenesis Software is a highly intuitive, easy-to-use insurance agency management system (AMS) tailored for small to mid-sized independent agencies.“ June 12, 2026 JB Jason B AgentInsurance, 11 - 50 employeesUsed the software for: More than 2 years. “Sometimes you can not have multiple people processing downloads at the same time“ September 26, 2024 MJ Md Mahbubul Alam J managerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The platform is widely praised for its exceptional customer support and streamlined daily operations.“ June 12, 2026 KW Kristen W Manager/Agent Insurance, 2 - 10 employeesUsed the software for: Less than 6 months. “We had a backlog of over a year of business that was not being maintained properly due to our previous management software being unsupportive and hard to use.“ October 17, 2023 MJ Md Mahbubul Alam J managerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The support team is frequently highlighted as being highly patient, accessible, and knowledgeable when agents need assistance.“ June 12, 2026 RH Roberta H Insurance AgentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “The web version has nothing that I don’t like about it, I can only say the hosted version, is not as good.“ April 21, 2024 JC Jessica C Owner Principal agentInsurance, Self-employedUsed the software for: 1-2 years. “Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! “ January 5, 2025 RM Rob M Insurance AgentInsurance, 51 - 200 employeesUsed the software for: More than 2 years. “Sometimes the system will get a little glitchy“ March 20, 2024 ## Showing most helpful reviews Showing 1-25 of 284 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Carol S. Owner Agent Insurance Used the software for: 1-2 years ### "Awesome system for office" March 21, 2023 4.0 The system has helped the office become more organized and also with the media option of less paperwork to file. Pros Awesome system to help keep work flow and office in order. My clients love the text/emails for their birthdays and the reminders for their policies. Cons I would like to have more companies compatible with the system, especially life/health and commercial Review Source RE Robert E. Agent Insurance Used the software for: 2+ years ### "Jenesis Software will make your life easier" February 5, 2024 5.0 Excellent. Never had a problem or issue. Pros Everything. From ease of use to the friendly, knowledgeable staff. Cons Nothing. Jenesis is easier to use than Epic or AMS 360 Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Ease of use. Epic is good. Just never could speak to the same person. At Jenesis you know all of the folks that are part of the Jenesis team. Review Source Response from Jenesis Software February 13, 2024 Wow, Robert, we're so thankful for your review! We're so happy that Jenesis is helping your agency work more efficiently! MB Miranda B. Agent Insurance Used the software for: 2+ years ### "OK" August 14, 2019 2.0 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. Review Source LL Leslie L. Manager Insurance Used the software for: 2+ years ### "So Glad We Use Jenesis!" June 12, 2023 5.0 I have worked on several other customer databases. Jenesis gives us what we need at a reasonable price. We rely on Jenesis daily for all customer-related tasks. We would be lost without Jenesis! Pros Jenesis is reliable and makes a complicated job more convenient. Cons I wish the names in the suspenses were a link where you click them and it takes you directly to their file. Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[eAgent](https://www.capterra.com/p/146515/eAgent-Solutions/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Reason for choosing Jenesis Software Christie, the sales person was excellent is explaining Jenesis. Review Source SI Shanwa I. Licensed Agent and Office Manager Insurance Used the software for: 6-12 months ### "Fantastic Insurance Management System" December 13, 2020 5.0 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. Alternatives considered [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) 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. Review Source Response from Jenesis Software December 17, 2020 Wow, Shawna! Thank you so much for the awesome review! We appreciate it more than you know! AM Ali M. Licensed Producer Insurance Used the software for: 1-2 years ### "Easy to use, great customer service!" September 6, 2024 5.0 It's been great. Glad to have made the switch! Pros Ease of use. This system is straightforward. Cons Sometimes the policy types come across as something different. Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Epic was expensive and some of the features were unused. Their customer service was less than ideal as well. Review Source MB Mike B. Office Manager Insurance Used the software for: 2+ years ### "Good Software Great Technical Support Team!" July 25, 2019 4.0 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. Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing Jenesis Software 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. Review Source SB Suzanne B. Owner/Producer Insurance Used the software for: Less than 6 months ### "Jenesis Conversion" October 23, 2023 5.0 Pros Our conversion from EZ Lynx to Jenesis has been fantastic. The communication and response time from Jenesis has been second to none. Everyone has been so nice and patient. Definitely a 10! Cons I would like to be able to add custom fields on some of the screens. Reason for choosing Jenesis Software Ease of Use; Small Company with Personal Attention Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) The cost of EZ Lynx was very expensive and very limited functionality. Accounting and commission features were only available at an additional charge. Review Source RC Rhonda C. CSR Insurance Used the software for: 1-2 years ### "Csr" March 11, 2022 5.0 I learned that you can store al kids of information, media and data, and it keeps it nice and easy to find. Pros Very easy to learn, navigate and the product itself says it all. Cons Nothing but the best. Makes working easy. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Company switched because Jenesis is way easier and not complicated like the others. Review Source Response from Jenesis Software July 5, 2022 Rhonda, thank you for your amazing review! We're happy to have you with us at Jenesis! DG David G. President Insurance Used the software for: Less than 6 months ### "Easy to use software by a team that understands the industry " May 20, 2023 5.0 Jenesis makes it easy to understand your business while also keeping you organized and up to date on tasks and renewals as they come in. Pros I find that the dashboard is easy to navigate and also that each process has been simplified Cons The only item I'd like to see is a widget on the dashboard that shows total policy volume in premium dollars and have it categorized by policy type. Alternatives considered [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reason for choosing Jenesis Software Competitive price and easy of use. Also they were highly rated in the industry and attentive to my inquires about their products. Review Source JC Jessica C. Owner Principal agent Insurance Used the software for: 1-2 years ### "Jenesis software a must-have!!" January 5, 2025 5.0 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 Response from Jenesis Software January 9, 2025 Thank you, Jessica! We are incredibly grateful for your review. Welcome to the Jenesis family! MD Mike D. Owner / Broker Insurance Used the software for: 2+ years ### "I highly recommend Jesesis Software." May 25, 2023 5.0 The Jenesis Software helps to keep me and my agency organized and helps to avoid daily tasks from getting overlooked. Pros I decided on and keep Jenesis because of the ease of use. Cons There is not anything in particular that I don't like about Jenesis but there are some features I choose not to use at this time. Reason for choosing Jenesis Software Made by an agent for an agent. Review Source RS Richard S. Agent Insurance Used the software for: 2+ years ### "Why would you need anything else?" June 10, 2023 5.0 I've been an agent 3 for years. Before that, I worked in IT for 12 years. So the ability to find or create the info needed is huge. Pros This program gives us everything we could possibly ask for in a customer management database. There are some features I've never even used. We can search multiple ways to find a customer. You can view or create any report you'd ever need. Cons Having the option to resize the fonts would be great. I could shrink the footprint of the window. Review Source ME Marcus E. Principal Agent Insurance Used the software for: 6-12 months ### "Tools For Success" September 23, 2022 5.0 I've dealt with Jenesis and other companies and Jenesis is small enough to care for each of it's clients and big enough to handle the servicing of their clients Pros With masking on our policies, it's very hard to requote our customers. We want them to have the best rates available and Jenesis allows us to do that without having to call the customer and collect the info we are supposed to have. Jenesis makes me more money than I spend on it. Cons On rare occasions some downloads don't take and a customer, here and there, will be missing. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Reason for choosing Jenesis Software Price and ease of use. Review Source Response from Jenesis Software September 27, 2022 Wow, thank you Marcus! We're happy you're with us! KB Kelly B. Insurance Agent Insurance Used the software for: 2+ years ### "I love Jenesis " October 14, 2021 5.0 The set up was easy, I loved the communication they gave as well as you can call and speak with a live person! Pros It keeps all my client information. This system is truly an all in 1 system Cons I have no complaints at all. From the start, everything was a great experience. Reason for choosing Jenesis Software Jenesis showed me more and I saw first hand how easy Jenesis would be out of the gate. Change in the middle of a busy Agency is complicating in its self and I felt confident that this program was going to make things not only easier for me but my level of work within the change was not going to be overwhelming at all and it wasn't. In fact with Jenesis, my work load with the Ivans downloading software made life so much easier. Review Source Response from Jenesis Software October 25, 2021 Kelly, so glad you made the chance to Jenesis and you are part of our family! Thank you for the review! MS MARY S. PRESIDENT Insurance Used the software for: 2+ years ### "AGENCY ADVANTAGE" December 6, 2023 5.0 Pros Agency Advantage is very user friendly. The screens are easily navigated and conscise. Cons I can not think of anything that I do not like about Agency Advantage. Review Source EL Ermelinda L. Office Manager Insurance Used the software for: 2+ years ### "Jenesis Overall " August 1, 2019 4.0 Al together Jenesis is a good I will not say great Agency Mgmnt System, I enjoy many features on it for the simplicity that it gives my overall work day, but at the same time I do have the issues with some of the everyday work load, for which i can not name any at this given time, but I will start keeping a log and be better informed. For the next review. Pros I had honestly not used the Quote control function, due to it having some issues the times that I had tried it, but in the last couple of months I have been able to use it with not so many issues and I like the fact that it quotes all my companies at once. I like the process of being able to scan/save documents to images with ease. Cons One thing I however do not like about the quote control is that its ratings on some of our companies is not accurate, and there for I have had issues with clients being told 1 price and then when we go in to process the application it gives us another price. Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place. Review Source KS Karyn S. Manager Insurance Used the software for: 2+ years ### "Jenesis review" September 10, 2024 5.0 I have been using for almost 12 yrs and it has been a very positive experience Pros The easy of use and the helpful staff. They are always willing to help Cons I do not have anything bad to say about Jenesis. Review Source Response from Jenesis Software September 12, 2024 Karyn, thank you for your kind review! We are so glad that Jenesis Software and our support team is so helpful to you and your agency. We appreciate you! Johnny E. Owner/Agent Used the software for: 2+ years ### "Very good to work with. Constantly improving something that's already good." October 9, 2017 5.0 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. Review Source MB Mariah B. Commercial lines CSR Insurance Used the software for: 6-12 months ### "Huge Upgrade!" November 11, 2020 5.0 This has help streamline my job so much and I am still finding new ways to work the Jenesis features into my job to make it even easier! Pros We love how many features we can utilize to streamline our processes. Being able to email and text directly from the system and having it note what you sent automatically has made a world of difference in my job personally! I love the client image sections organizing capabilities and lay out. Such a huge improvement from our basic system we were using before, it finally feels like we can trust the information that's in our customers electronic file. Cons Like any platform it has it's glitches and errors but the team is usually helpful. The tech support system is kind of contrived though so a lot of the smaller issues we just find work arounds for (like ACORDS not saving to images ect) because it's not worth the back and forth to explain when and where the small issues occur. Review Source Response from Jenesis Software November 16, 2020 Mariah, thank you so much for the amazing and honest review. We are more than grateful to have you guys as part of the Jenesis family and look forward to the future with your team! nC nancy C. Agent Insurance Used the software for: 2+ years ### "Jenesis Software " February 1, 2024 5.0 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 Review Source Response from Jenesis Software February 13, 2024 Nancy, thank you for your kind words! We strive to make Jenesis easy to use for agents to help them succeed. Jonathan N. Owner/Broker/Agent Used the software for: 2+ years ### "Have been dong business with Jenesis since 2010. Their service always surpasses our expectations. " May 30, 2018 5.0 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. Review Source TR Tiffanie R. CEO Insurance Used the software for: Less than 6 months ### "More for your money!!" June 2, 2023 5.0 I love it, great customer service. Pros Compared to other software it is so affordable. Jenesis is always willing to hear you out if you have requests on things you want to change or any suggestions. Cons I wish there was an integration inside of outlook to upload documents directly from my email into customers' profiles. Reason for choosing Jenesis Software The service and response time, pricing, dedicated to small businss. Review Source CP Crystal P. Insurance Insurance Used the software for: 1-2 years ### "Very Reliable" April 4, 2023 5.0 My overall experience with Jenesis if amazing. Very easy to handle. Pros Jenesis is very easy to use. The way the software is set up it is easy to get to something. A very organized software. I love how they let us know when they will be doing updates. Cons The least thing I enjoy about Jenesis is that sometimes it does freeze a little. Review Source TB Teresa B. P&C Agent Insurance Used the software for: 2+ years ### "Wonderful system!" March 23, 2023 5.0 Since we are not a paper free office, I am sure that we are not using all of the wonderful features offered by the program. However, for what we use it for, it works wonderfully! Pros The ability to look up a client with multiple options. Phone number being one of the best!! Cons It will time out and kick me out of the system a couple of times a day Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.