# Page 4 | Jenesis Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Jenesis Software the right Insurance Policy solution for you? Explore 283 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/119068/Jenesis-Software/reviews --- Jenesis Software 4.7 (283) 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 March 13th, 2026 # Page 4 - Reviews of Jenesis Software ## Showing most helpful reviews Showing 76-100 of 283 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SH Shelia H. OWNER Insurance Used the software for: 2+ years ### "Reveiw" January 31, 2023 5.0 I love Jenesis and recommend them to anyone starting out and even if they already have a insurance office Pros We are able to save policies, paperwork and can pull them up with ease. Cons No cons for this product. I guess maybe cheaper but it's really not expensive. Reason for choosing Jenesis Software Being able to do receipts with ease and able to go back and review anytime Review Source BD Ben D. Agent Insurance Used the software for: 2+ years ### "Jenesis Review" January 30, 2023 4.0 Our overall experience, with Jenesis has been very possitive. Pros The ability to store documents and the ease of the end of the day reports. Cons The system can show a customers policy as being cancelled on the Jenesis system when it is not. Review Source LD Lloyd D. Agency owner Insurance Used the software for: 2+ years ### "Jenesis User for 14 years" December 1, 2022 5.0 Over the past 14 years, Jenesis has been our agency management system. They have been a great asset for our agency. Whenever a problem arises and that is not that often, their team fixes it. Overall, we are more than pleased with the software and the staff at Jenesis. Pros Ease of use and fits our needs for our agency. Cons We had been using the Jenesis Classic, but now we have switched to JenesisNow Reason for choosing Jenesis Software It was exactly what our agency needed Review Source Response from Jenesis Software December 6, 2022 Thank you, Lloyd! We greatly appreciate you! JK Jessica K. Owner Insurance Used the software for: 1-2 years ### "Extremely knowledgeable and helpful " September 28, 2021 5.0 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 Alternatives considered [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Jenesis is perfect for my agency. Affordable, top notch support and integrated software Review Source Lisa F. Team Member Insurance Used the software for: 6-12 months ### "Great Company!! " February 7, 2022 5.0 The overall experience is great! Pros I like that we can keep everything we need at one easy to use spot. If we need information it is where everyone can get to it easily. Cons It would be nice if you could add more docs to an file that has already been put in. Review Source Response from Jenesis Software May 13, 2022 Lisa, thank you so much for your feedback! Welcome to the Jenesis team! AM Aaron M. Agency Principal Insurance Used the software for: 6-12 months ### "Take Your Agency To The Next Level" November 20, 2020 5.0 I have been a JN user now for 6 months and absolutely love it. The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched. Pros The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function. It completely streamlines your business and customer contact. Cons There are a few functions that can be tweaked, like downloads coming in changing prior information. But the prior information can still always accessed so it is not gone for ever, it just updates. The best part is if you have an issue with anything, you can reach out to the Jenesis Team and they will work on fixing it. It really is a great feature. Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing Jenesis Software Pricing, usability, and functionality. Review Source Response from Jenesis Software November 23, 2020 Thanks, Aaron. We appreciate you! DP Danny P. General Manager Insurance Used the software for: 2+ years ### "Finally!!! A Company w/ a Team That Understands!!!! " July 18, 2019 5.0 Having the ability to track what information is being added to our client base as well as the use of actual time stamps is a great positive in our field. It cuts out the he said / she said that clients will try to use against you at a later date!! We recently started using the Insuresign with Jenesis and that was another huge step in generating revenue and making clients lives much easier when signatures are needed!! Pros The integration their software uses to interface with our providers is a HUGE help!! Cons As far as a dislike, it doesn't have the ability to integrate with my Google contacts and vice/versa. That really isn't an issue I have with the software. I really don't have any complaints about the actual software in place. Review Source CD Corbin D. Present Insurance Used the software for: 2+ years ### "Great Software" July 25, 2019 4.0 My experience with Jenesis has always been good. Customer service is their strong suit. I can email or call, and I always get help if I have questions or an issue. Pros Great filing system to keep client's images (for paperless). Great way to keep track of notes. Easy to Learn for beginners. I like been able to store property address for dwelling policies. This is a great system to keep track of new/active/cancelled policies. Cons Jenesis Chat. I was very pleased when I seen this feature added to the software. But disappointed after using. Sometimes it will work, and sometimes there is a time delay on the message to show. At times, my typed message just doesn't show up at all. Review Source CS Cathy S. Senior Account Manager Insurance Used the software for: 2+ years ### "Can't work without Jenesis" September 27, 2021 5.0 Excellent Pros All the customer information is under their name Cons I would the ability to run some reports based on what I would like to see. Review Source DP Devin P. CSR Insurance Used the software for: 2+ years ### "Best Software for Insurance Needs" June 13, 2023 5.0 Pros The Jenesis program is so easy to use and customer service is always available for any issues I have. Cons There is one feature that is no longer available that was very helpful in the beginning but it is more of a browser issue than software. Review Source PC Patrick C. Owner Insurance Used the software for: 6-12 months ### "Great Value" September 22, 2022 5.0 Contact Management, policy tracking. Pros Very easy integration, Staff was very helpful and if you email the \[SENSITIVE CONTENT\] he will email you back directly. Cons Not really suited for health insurance. Reason for choosing Jenesis Software Price and Reviews Review Source Response from Jenesis Software October 4, 2022 Patrick, thank you! We're excited to have your a part of the Jenesis family! JB Judy B. Customer Service Representative Insurance Used the software for: 1-2 years ### "Insurance Agency Review" June 21, 2021 5.0 Overall it is a great policy management system for our company. Pros The best feature I like about Jenesis is that we can put the auto and homeowners policy information in it so we can see which insurance company we need to look up the policy information in. Cons I believe the administrative duties need to be more flexible. I need to be able to insert categories and on Jenesis Image need to be able to add names to where we can find items without having to go through all the images. Review Source SB Sean B. Agency Owner Insurance Used the software for: 2+ years ### "A Good Policy Management System" July 18, 2019 4.0 It's been a good system for us, overall. And they work continually to try and improve it. Pros Easy to use, user friendly, it makes policy management a whole lot less complicated. The Technical support team is friendly and eager to help. They respond positively to suggestions and ideas on how to improve the product. Cons It has a tendency to freeze up during use, causing a reboot of the computer. This is just about a daily occurrence for my agents. Reason for choosing Jenesis Software I thought this one was easier to use and more suited to our agency, and our type of business. Review Source HM Hailey M. CSR Insurance Used the software for: 6-12 months ### "Jenesis is a 10!" October 22, 2021 5.0 Excellent Pros To be honest this is the platform I was trained on when I first started working in Insurance. So this is what I know and what I like. Cons I do not know of any. Have always had an excellent experience. Review Source Response from Jenesis Software November 1, 2021 Thanks so much for the review, Hailey! EH Emily H. Office manager Insurance Used the software for: 2+ years ### "10 out of 10" September 27, 2022 5.0 Pros It is very user friendly, we also always have videos that show us things we may need Cons I really don’t have any cons at the moment Review Source Response from Jenesis Software October 6, 2022 Emily, we greatly appreciate your words! Glad to have you with us! TB Tiffany B. Property and Casualty Insurance Agency Insurance Used the software for: 2+ years ### "Fantastic Agency Database" March 11, 2019 5.0 I have worked in the Jenesis agency database for well over 10 years. Their system is constantly being maintained and updated to users liking. Pros I would score overall an 8. I have worked in Easy Apps and other agency databases, Jenesis is by far the most user friendliest. I have used Jenesis for approximately 12 years of my 15 years in Jenesis. Not to mention tech support that always goes over and above to help assist all the way to the end, until problem is resolved. Cons I don't really have any cons because Jenesis tech support is a phone call away and will stick with you until your problem is resolved. Review Source Response from Jenesis Software March 18, 2019 Wow! Thank you, Tiffany! RR Rhonda R. Insurance Agent Insurance Used the software for: 2+ years ### "Jenesis makes job easier" May 14, 2021 5.0 The varied reports are helpful when the owner wants to see who is writing what companies and what companies are not being used as often. Pros I like that we can email receipts, and send texts through Jenesis and we receive replies in our email. I have used the desktop version for five years and we are planning to switch to the web version soon; from what I have been told it is even better. Cons In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them. So I guess there is not really anything that I do not like. Review Source KK Krista K. Agent Insurance Used the software for: 2+ years ### "Jeneis Software" February 8, 2022 5.0 I think Jenesis is a good software system to use in our insurance office. Pros The system is user friendly. I like the chat feature in Jenesis and all of the staff is easy to work with. Cons There has been some occasions when there was an update in the middle of the day but this has not happened in awhile. Review Source Response from Jenesis Software February 14, 2022 Thank you, Krista! Glad you are enjoying Jenesis! Brittany B. Licensed Customer Service Representative Insurance Used the software for: 6-12 months ### "Mediocre Agency Management System " December 8, 2019 5.0 They have great webinars & the training is live online, which we really liked as well. Pros I like that it handles claims, customer management, the insurance rating and most importantly with our agents - commission management. Cons 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. Review Source Response from Jenesis Software December 12, 2019 Thank you so much for the kind review, Brittany! We would love for support to be offered 24/7 as well. Hopefully, we get there very soon! KC Kimberly C. AGENT Insurance Used the software for: 6-12 months ### "Love our agency management system" November 19, 2021 5.0 Can't image life without it. Pros This system helps us manage all accounts on a daily and my work life is so much easier. To many benefits to list them all. Thanks a million for this system. Cons Not 1 complaint about Jenesis and if there is an issue, help is just a phone call away. Customer service team is awesome. Review Source Response from Jenesis Software November 30, 2021 Thank you, Kimberly! You're awesome! Ingrid V. Insurance Doctor Insurance Used the software for: 2+ years ### "Great insurance agents network" March 5, 2020 5.0 Our company requires us to use Jenesis in order to help them attract new customers and create basically an insurance agent network. We seem to have healthy numbers this year so the only logical conclusion I have is this really works! Pros Jenesis is very easy to use and provides many key features for insurance agents to attract new potential customers. Cons Previously my company used to attract new customers via advertising (radio, FB, IG) so trying to manage Jenesis plus all previous existing methods was a little bit daunting for me. Review Source Response from Jenesis Software March 9, 2020 So glad Jenesis is working well for you, Ingrid! Glad to have you a part of the team! Chip G. President Used the software for: 2+ years ### "I have worked with their system for over 2 years and never had any issues First class" October 31, 2017 5.0 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 Review Source MF Max F. Partner Used the software for: 2+ years ### "Jenesis is and has been great for our agency. Willing to listen and grow. Not afraid to make changes" October 1, 2017 4.0 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. Review Source DS Dominik S. Insurance agent Insurance Used the software for: 2+ years ### "Jensis agency management" July 28, 2022 5.0 Pros Very easy to use, Intuitive, cost effective software with wonderful options. Cons Pulling reports is a little difficult, however easy to just use provided lists. Review Source Response from Jenesis Software August 1, 2022 Thank you for your review, Dominik! We're glad to have you a part of Jenesis! SW Stephanie W. Insurance Agent Insurance Used the software for: 2+ years ### "Jenesis is user friendly and provides everything a management system should " April 27, 2022 5.0 Pros Ease of use , ability to enter all information in one platform, Customer service is top notch and always eager to help Cons No struggles at this time. There are a few things that I would fix with the color coding of the accounts but otherwise that is a minimal personal preference Review Source Response from Jenesis Software May 3, 2022 Thanks, Stephanie! We're glad you're loving the system :) ## 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.