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Insurance agency management solution
Jenesis Software Pricing, Features, Reviews and Alternatives
Jenesis Software product overview
What is Jenesis Software?
Jenesis Software is an insurance agency management solution designed to help independent agencies reach out to potential prospects, manage existing clients, and improve relationships with policyholders. Jenesis Software’s key features include document management, cancellation tracking, renewal management, and marketing automation.
Typical customers
Platforms supported
Support options
Training options
Jenesis Software pricing information
Value for money
4.7
/5
258
Starting from
No pricing info
Pricing options
Value for money contenders
Jenesis Software features
Functionality
4.6
/5
258
Total features
72
6 categories
Most valued features by users
Functionality contenders
Jenesis Software users reviews
Overall Rating
4.7
/5
258
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.27/10
191
60
4
2
1
Overall rating contenders
jeanna C.
owner
Insurance, self-employed
Review source
Transcript
Jeanna: My name is Jeanna. I'm a business owner in the insurance industry, and I give Jenesis a four...
Brittany B.
Insurance, 1-10 employees
Used daily for 6-12 months
Review source
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They have great webinars & the training is live online, which we really liked as well.
I like that it handles claims, customer management, the insurance rating and most importantly with our agents - commission management.
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.
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!
Mike B.
Insurance, 1-10 employees
Used daily for 2+ years
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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.
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.
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.
John Y.
Insurance, 1-10 employees
Used daily for 6-12 months
Review source
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Not good
Not much at this time and I was not in on buying the producte
The lack of on hands training done by the company as all is on computer and no hands on and the one sent to do it had to refer to the book all the time
Richard s.
Insurance, 1-10 employees
Used daily for 2+ years
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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.
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.
Having the option to resize the fonts would be great. I could shrink the footprint of the window.
Daniel R.
Insurance, 1-10 employees
Used daily for less than 6 months
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It is helpful to have all client information in one system
It's not that expensive. It's not too complicated to use. The system doesn't crash.
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.
Jenesis Software FAQs
Jenesis Software has the following pricing plans:
Pricing model: Subscription
Q. Who are the typical users of Jenesis Software?
Q. What languages does Jenesis Software support?
Q. Does Jenesis Software support mobile devices?
Q. What other apps does Jenesis Software integrate with?
Common Jenesis Software comparisons
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