# Page 7 | Jenesis Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - 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

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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/)

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Last updated March 13th, 2026

# Page 7 - Reviews of Jenesis Software

## Showing most helpful reviews

Showing 151-175 of 283 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

TC

Tia C.  
Operations Manager  
Insurance  
Used the software for: Less than 6 months

### "Risk Solutions Group "

August 18, 2022

5.0

Pros

It is easy to use, and it has so many great features that most other systems require complicated steps to use.

Cons

Sometimes it's bit harder/more technical to configure the dashboard the way I want.

Review Source

Response from Jenesis Software

August 24, 2022

Thank you for the review, Tia! We're excited to have you a part of Jenesis!

SD

Samantha D.  
Insurance Agent  
Insurance  
Used the software for: 2+ years

### "Jenesis Review"

April 28, 2022

5.0

Pros

Jenesis is very easy to use, the team members are very informative and always available to help.

Cons

Having to do compact and repairs, and updates

Review Source

Response from Jenesis Software

May 3, 2022

Thank you for such a great review, Samantha!

BB

Brandy B.  
Insurance Agent  
Insurance  
Used the software for: 2+ years

### "Jenesis Review"

July 18, 2019

5.0

Great!

Pros

The Jenesis agents are knowledgeable when issues occur.

Cons

The hiccups or firewalls going down at busy moments.

Review Source

Response from Jenesis Software

December 23, 2019

Wow! Thanks for the amazing review, Brandy! We're sorry you sometimes have hiccups during busy times. We are constantly in touch and working with the security at our data center, so hopefully, you don't experience too much of this.

EF

Ellen F.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "Very Pleased with my selection of Jenesis Software"

June 28, 2021

5.0

I wanted to solve the problem of having client files on my computer and cloud. I now put everything in Jenesis.

Pros

It was easy to learn and did not consume a great deal of my time. The training was excellent. It covered everything I needed to know for my specific agency needs. I like the customizable dashboard, Acord form integration and the simplicity of the Calendar!

Cons

I have not found any features that I do not like about the software.

Reason for choosing Jenesis Software

It was the ease of use that attracted me. I like the customizable dashboard so I do not have to see the functions that I do not need. I like the cost and was not required to sign a long term contract!

Review Source

Response from Jenesis Software

June 30, 2021

Thank you for the awesome feedback, Ellen! We appreciate you as a new customer of Jenesis and look forward to continuing to build that relationship with your agency!

JB

Jeffrey B.  
agent  
Insurance  
Used the software for: 2+ years

### "Jenesis Software"

May 25, 2021

5.0

Pros

Jenesis is a great system for the insurance industry. The ability to store and see policy information in one area even if a client has multiple policies.

Cons

From time to time we experience small "glitches" in system however a rep from Jenesis usually responds and repairs quickly.

Review Source

RW

Rae W.  
Customer Service Representative  
Insurance  
Used the software for: Less than 6 months

### "Great Product"

November 21, 2023

5.0

Using Jenesis has been a pleasurable experience.

Pros

Once we learned how to get the downloads, Jenesis was very useful.

Cons

The learning curve is a bit steep, but manageable.

Review Source

DR

Daniel R.  
President  
Insurance  
Used the software for: Less than 6 months

### "Jenesis review"

July 18, 2019

4.0

It is helpful to have all client information in one system

Pros

It's not that expensive. It's not too complicated to use. The system doesn't crash.

Cons

Need to add "preferred name" field. I hate that Quote Control and Jenesis are not connected. If we have an outstanding quote in QC and we are in the client's main screen...nowhere does it show that "Hey, you've quoted their \_\_\_\_ before, go look." Instead you have to type in comments what info is in QC...which us agent's know that you don't always have time to read the notes. The most efficient way to grow an agency is to follow-up and bind what you quoted and this lack of feature does not make that easier.

Reason for choosing Jenesis Software

Price and the friendly staff

Switched from

[NowCerts](https://www.capterra.com/p/132779/NowCerts/)

I needed a management system to manage client files

Review Source

DJ

Depreme J.  
Insurance Agent  
Insurance  
Used the software for: 1-2 years

### "Insurance Agent"

August 4, 2021

5.0

Pretty good

Pros

the software is fit for an insurance agent

Cons

Nothing least about the software. Good product

Review Source

JJ

Jennifer J.  
agent  
Insurance  
Used the software for: 2+ years

### "Jenesis Software"

August 12, 2019

3.0

Pros

When working at its best I think it is great. The best feature is the group quoting feature.

Cons

lots of problems with commercial imports , items disappearing (aka: quotes,note,etc) when system I guess has not had a compact and repair so not sure whos end this falls on.

Review Source

LB

Lewis B.  
Owner  
Insurance  
Used the software for: 2+ years

### "Awesome Tech support"

August 1, 2019

5.0

Pros

Hada database issue, Jenesis Tech support remote accessed our database. Found a issue and since we were working with it all day. He repaired it after hours to make our business day easier

Cons

I do not wish to fill in this section but your still forcing me to enter BS.

Review Source

TW

Tina W.  
Insurance Agent  
Insurance  
Used the software for: 2+ years

### "Great Resource."

July 18, 2019

4.0

Pros

I love that I can just go to any client we have and everything be in one spot.

Cons

If you have a policy in the system showing cancelled, b/c the client did not pay in office, and you are trying to process the downloads, you will have to manually process those policies.

Review Source

JM

Jackie M.  
Office Manager  
Insurance  
Used the software for: 2+ years

### "Jenesis Software review"

July 25, 2019

5.0

Pros

We are able to check the insureds insurance information and keep up with all transactions with the company. I would not be able to run a business with .

Cons

There is no complaints with . Everything with the software is excellent.

Review Source

CC

Courtney C.  
Insurance Agent  
Insurance  
Used the software for: 1-2 years

### "User Friendly "

February 25, 2020

5.0

Jenesis makes it easy to keep up with our customers and reports.

Pros

I like how easy it is to navigate through this software. It is also convenient to control our customer data base information in this system.

Cons

The commercial side of things could use some more work. Especially when trying to use the quote control options.

Review Source

Response from Jenesis Software

February 26, 2020

Thank you, Courtney!!! You should join a webinar on Quote Control. That may help with some of the things you're needing answers on!

HP

Hope P.  
agent  
Insurance  
Used the software for: 2+ years

### "jenesis use"

July 18, 2019

4.0

I like using Jenesis its very easy and quick

Pros

It is very easy to use and when its working right its pretty quick to pull everything up

Cons

I don't like that it goes out ...in the last 2 weeks I would say it has gotten better, before it was going out on a daily basis

Review Source

HM

Hollie M.  
Account Manager  
Insurance  
Used the software for: 2+ years

### "Top Rated! "

March 29, 2021

5.0

Pros

Jenesis is an awesome management system. Easy to use, keeps tract of everything we need on a daily basic. Documenting, contacting customers, paperless filling. Love it, 10/10

Cons

No Cons about Jenesis at this time, my experience has been nothing but good.

Review Source

SM

Sandra M.  
Principal  
Insurance  
Used the software for: 2+ years

### "Awesome Company"

March 12, 2019

5.0

I love the service we get from Jenesis and the ease of use. Everything we need is at a click of a button.

Pros

The system is so easy to use. Good Customer Service and a good value.

Cons

Not being able to quote all my auto carriers in QC.

Review Source

Response from Jenesis Software

March 15, 2019

Thank you so much for the review, Sandra!

CM

Catherine M.  
Agent  
Insurance  
Used the software for: 2+ years

### "Jenesis Review"

August 27, 2020

5.0

Our experience with Jenesis has been wonderful. The staff is quick to respond, solve, and address any issues or concerns we may have.

Pros

Option for web-based and company support.

Cons

As of today, my office has no complaints.

Review Source

Response from Jenesis Software

August 31, 2020

Nice! Thank you, Catherine!

PB

PATSY B.  
office mgr  
Insurance  
Used the software for: 2+ years

### "Reason to transfer to Jensis"

June 7, 2021

5.0

We were concerned with out transfer to Jenesis but it was a smooth process .

Pros

Ease of use, the transfer process was easy

Cons

The con right now is that it freeze at times .

Review Source

BM

Brenda M.  
CSR  
Insurance  
Used the software for: 2+ years

### "Great Customer Service"

May 26, 2021

4.0

Overall its very easy to navigate through Jenesis very friendly user.

Pros

One of my favorite features is being able to text insured's from Jenesis.

Cons

I think the way we same in images could be improved sometimes if its to many pages it will freeze.

Review Source

RP

Renee P.  
President  
Insurance  
Used the software for: 2+ years

### "A valuable tool"

March 10, 2017

5.0

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.

Review Source

CC

Charlie C.  
Account Manager  
  
Used the software for: 2+ years

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

March 14, 2018

5.0

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.

Review Source

JE

Johnny E.  
Owner  
Insurance  
Used the software for: 2+ years

### "The best organizer for the unorganized agent"

November 1, 2019

5.0

Very professional and nice.

Pros

It simply makes my job easier. Once I upload the file I don't have to hunt it in the file room. I can email documents without having to print.

Cons

Search for customers gets off to putting the wrong things on top with some. On some last name will not show up if you enter first name it will show.

Review Source

BH

Bobby H.  
Insurance Agent  
Insurance  
Used the software for: 2+ years

### "Happy Customer"

July 18, 2019

4.0

Stores and saves all the information we input, keeps everything in one place, and is easy to learn and use!

Pros

This system is easy to navigate, and easy to learn!

Cons

The Chat function is great, but it errors out on me multiple times in a week.

Review Source

MB

Miles B.  
Agent/IT Manager  
Insurance  
Used the software for: 2+ years

### "Easy to use and easy to train new employees on"

November 21, 2017

5.0

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.

Review Source

SW

Sandy W.  
Agent  
  
Used the software for: 2+ years

### "I have used Jenesis for years."

June 4, 2018

4.0

expressing my option in hopes to do good.

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.

Review Source

Response from Jenesis Software

June 6, 2018

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

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