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Jenesis Software Logo
Jenesis Software
4.7
(220)

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Insurance agency management solution

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(1)

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

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

4.7

/5

220

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Jenesis Software features

Functionality

4.5

/5

220

Total features

75

4 categories

Most valued features by users

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

Functionality contenders

Jenesis Software users reviews

Overall Rating

4.7

/5

220

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.17/10
Rating distribution

5

4

3

2

1

156

56

5

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.
What I liked most about the software was the ease of use.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
Cons
I started in the insurance business on jenesis and now all other systems are ruined for me.
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.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.

Overall rating contenders

jC
AvatarImg

jeanna C.

owner

Insurance, self-employed

Review source

Overall Rating

I like this software alot

Reviewed 2 years ago

Transcript

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

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Johnny E.

Verified reviewer

Used daily for 2+ years

Review source

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

Share this review:

Very good to work with. Constantly improving something that's already good.

Reviewed 5 years ago

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.

SI
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Shanwa I.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

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

Share this review:

Fantastic Insurance Management System

Reviewed 2 years 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!

EH
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Emily H.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

10 out of 10

Reviewed 2 months ago
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

Vendor response

Emily, we greatly appreciate your words! Glad to have you with us!

JJ
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Jennifer J.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

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

Share this review:

Jenesis Software

Reviewed 3 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.

ME
AvatarImg

Marcus E.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

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

Share this review:

Tools For Success

Reviewed 2 months ago

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.

Vendor response

Wow, thank you Marcus! We're happy you're with us!

Jenesis Software FAQs and common questions

Q. What type of pricing plans does Jenesis Software offer?

Jenesis Software has the following pricing plans:
Pricing model: Subscription


Q. Who are the typical users of Jenesis Software?

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


Q. What languages does Jenesis Software support?

Jenesis Software supports the following languages:
English


Q. Does Jenesis Software support mobile devices?

Jenesis Software supports the following devices:
Android, iPad, iPhone


Q. Does Jenesis Software offer an API?

No, Jenesis Software does not have an API available.


Q. What other apps does Jenesis Software integrate with?

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


Q. What level of support does Jenesis Software offer?

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

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