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Jenesis Software Pricing, Features, Reviews and Alternatives

Jenesis Software product overview

Price starts from

$

35

/momonth
Per User

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

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
Chat
Knowledge Base

Training options

Live Online
In Person
Webinars
Videos

Jenesis Software pricing information

Value for money

4.6

/5

178

Price starts from

$

35

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Jenesis Software features

Functionality

4.5

/5

178
Total Features80 3 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
Third Party Integrations
Billing & Invoicing
Data Import/Export
Alerts/Notifications
Document Management
Customizable Reports

Functionality contenders

Jenesis Software users reviews

Overall rating

4.6

/5

178

Positive reviews

95%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.12/10
Rating distribution

5

4

3

2

1

120

49

6

2

1

Pros
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.

MB

Mike B.

What I liked most about the software was the ease of use.

KE

Kayla E.

This is very easy to use software. I liked the personal help you get from the Jenesis team.

DS

Dawn S.

Cons
I started in the insurance business on jenesis and now all other systems are ruined for me.

RC

Rosa C.

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.

EL

Ermelinda L.

The updates block us form quoting and downloads and we have to call they get us up and running really fast though.

sp

samantha p.

Overall rating contenders

Overall Rating

I like this software alot

Reviewed a year ago

Transcript

Jeanna: My name is Jeanna. I'm a business owner in the insurance industry, and I give Jenesis a four...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great Value and Easy To Use

Reviewed 10 months ago

Absolutely fantastic. Easy to use and understand. The JenesisNow GUI is pleasant and customizable without being overly complex. I did not feel like I was needing to re-invent the wheel.

Pros

The ability to store documents related to an individual policy is very important for our agency. We have a number of clients that have multiple properties and other solutions did not allow this feature. We can also "tag" each policy with its address and simply hover over the record to see which property the policy relates to. I also have to mention the ACORD forms are spectacular.

Cons

New and renewal commissions reports are not available unless the underwriting company is downloading comp through IVANS. There is a work around with manual calculations but an automatic process would be better. However, my understanding is that this is in process and may be resolved in the next few months.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Fantastic Insurance Management System

Reviewed a year ago

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.

Vendor response

Wow, Shawna! Thank you so much for the awesome review! We appreciate it more than you know!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

I love Jenesis

Reviewed 2 months ago

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.

Vendor response

Kelly, so glad you made the chance to Jenesis and you are part of our family! Thank you for the review!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Jenesis Software

Reviewed 2 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Extremely knowledgeable and helpful

Reviewed 2 months ago

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

Jenesis Software FAQs and common questions

Jenesis Software has the following pricing plans:
Starting from: $35.00/month
Pricing model: Subscription


Jenesis Software has the following typical customers:
Freelancers, Mid Size Business, Small Business


Jenesis Software supports the following languages:
English


Jenesis Software supports the following devices:
Android


No, Jenesis Software does not have an API available.


Jenesis Software integrates with the following applications:
Yahoo Mail, Microsoft Outlook, QuickBooks Online Advanced, Gmail, Formstack Sign


Jenesis Software offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, Chat, Knowledge Base

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