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Jenesis Reviews & Product Details

Noelia G.
NG
Agency Owner/Agent at Preferred Insurance Agency LLC
Insurance
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
What do you like best about Jenesis?

Jenesis helps keep our clients portfolios organized and makes it so much easier for us to keep track of any important detail for each customer. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

So far I have been using Jenesis for a couple of months and have been very happy with the software. No dislikes! Review collected by and hosted on G2.com.

Recommendations to others considering Jenesis:

The price is very reasonable and the whole team is always just a phone call away to help! Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

Jenesis helps us keep all files and important customer documents in one place. In case of any possible audits, it will be so much easier to have everything we need in one place. Review collected by and hosted on G2.com.

Jenesis Overview

What is Jenesis?

Jenesis is an insurance agency management system based out of North Carolina. Jenesis was founded in 1999 by Eddie Price who at the time had an insurance agency of his own and needed a management system. So, he built one. Fortunately, Jenesis now has agencies that use the system all throughout the US. Key features of Jenesis include being a Web-based agency management system equipped with an Acord Library, 2-way email and text, automated marketing campaigns, accounting functionality, VoIP RingCentral integration, and more. Jenesis allows the user to manage their agency while bringing in new business as well as retaining current clients.

Jenesis Details
Product Website
Languages Supported
English
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Product Description

Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.

How do you position yourself against your competitors?

Jenesis differentiates itself from our competitors but offering one-on-one customer support service with a satisfactory rating of over 98%. Jenesis offers not only an agency management system for independent insurance agents but builds and develops websites for insurance agencies while also assisting in SEO and marketing resources.


Seller Details
Seller
Jenesis
Company Website
Year Founded
1999
HQ Location
Forest City, NC
Twitter
@JenesisSoftware
257 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Description

Jenesis is a software vendor specializing in comprehensive management solutions for insurance agencies. Their platform offers tools for agency management, including policy administration, customer relationship management (CRM), and reporting capabilities, designed to enhance operational efficiency and client engagement. With a focus on the insurance industry, Jenesis aims to streamline workflows and improve overall productivity for agencies of all sizes. For more information, visit their website at https://www.jenesissoftware.com/.


Jenna K.
JK
Overview Provided by:

Recent Jenesis Reviews

Christian S.
CS
Christian S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Never knew I needed this software until I've had it."
Locating my customers with ease and keeping everything organized for me.
cayla e.
CE
cayla e.Small-Business (50 or fewer emp.)
5.0 out of 5
"LOVE JENESIS"
SUPER HELPFUL WHEN IT COMES TO SORTING OUR CLINETS I LOVE HOW WE CAN UPLOAD MEDIA FILES AND ADD COMMENTS! CUSTOMER SUPPORT HAS ALWAYS REPLIED FAS...
PT
Penny T.Small-Business (50 or fewer emp.)
4.0 out of 5
"Great tool to have for my work"
I love that Jenesis keeps a record of my policy holders. It is much easier to go to the system 1st to get info I need on my customers. I love that ...
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Jenesis Media

Jenesis Demo - Main Client View
The main client view allows the user to see the insured or prospect's profile at a high level.
Jenesis Demo - Client Portal
Help customers and increase your efficiency at the same time! With your agency’s Client Portal, insured customers have access to policy documents, certificates of insurance, and payment history. They can view coverages, print & share documents whenever they choose.
Jenesis Demo - Carrier Downloads
Download Personal Lines and Commercial Lines from most insurance carriers in the US.
Jenesis Demo - Automated Marketing
Agency Setup Automated Marketing
Play Jenesis Video
Play Jenesis Video
Play Jenesis Video

Official Downloads

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135 out of 136 Total Reviews for Jenesis

4.7 out of 5
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135 out of 136 Total Reviews for Jenesis
4.7 out of 5
135 out of 136 Total Reviews for Jenesis
4.7 out of 5

Jenesis Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for JenesisQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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PT
Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Jenesis?

I love that Jenesis keeps a record of my policy holders. It is much easier to go to the system 1st to get info I need on my customers. I love that I can merge accounts into one place which is such a timesaver. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

There has been a few glitches lately that has been getting worked on. Luckily it doesn't take very long. Hopefully they get to be fewer and fewer. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

The only issue has been glitches, which benefits me when they get right on it immediately and they do notify us so we are aware when there is an issue and when it is resolved. Communication is good with the techs. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Thank you, Penny, for your review! We love to know what is working and what isn't working so we can improve Jenesis for your agency. Thank you for joining the Jenesis family!

CM
Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Jenesis?

I like how user friendly it is. It's easy to navigate and I don't have to spend forever trying to figure out how to do something. The customer service is also top tier. I use this software everyday so it's essential that it be plesant to use, which it is. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

When there are updates, it can throw me off, espescially if i'm working fast. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

It helps brings attention to policies I may have forgotten about with suspenses. And I like that it keeps track of my quotes and written policies because when it's bust I can't always keep track of that, and I can just go to my dashboard and see it. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Thank you for your review, Cassidy!

cayla e.
CE
SERVICE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Jenesis?

SUPER HELPFUL WHEN IT COMES TO SORTING OUR CLINETS

I LOVE HOW WE CAN UPLOAD MEDIA FILES AND ADD COMMENTS!

CUSTOMER SUPPORT HAS ALWAYS REPLIED FAST AND ALWAYS A GREAT HELP! Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

WISH THE COMMENT BOX WAS BIGGER BUT OVERALL NO COMPLAINTS Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

HELPS US SORT OUR CLIENTS AND MAKES IT EASY TO FIND THE AND WHAT CARRIER THEY HAVE Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Cayla, thank you for your review! We're glad that Jenesis Software helps with media uploads and sorting clients. We're also always wanting to improve Jenesis - including its speed and accessibility. Thank you for being a part of the Jenesis family!

Christian S.
CS
Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Jenesis?

Locating my customers with ease and keeping everything organized for me. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I only dislike having to locate dependents on a policy because I have to go through multiple pages to find them. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

Locating my customers with ease and keeping everything organized for me. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Thank you, Christian! We are so happy that Jenesis is working well for you and your agency. We will continue to make Jenesis better for customers like you and be better for your agency. We are grateful for you!

SB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Jenesis?

The Jenesis platform is so intuitive. Our conversion was flawless and we were able to get up and running without skipping a beat! We use Jenesis every day in our agency and it has given us a place to keep everything neat, organized and easy to find. The Jenesis team is so nice, helpful and knowledgable! They make you feel like you are their only customer and the price point is perfect for the product they provide. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I haven't found any downsides to Jenesis yet! Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

The accounting and commissions functions were considered additional services with our previous software. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Suzanne, thank you so much for your kind words! We're so glad Jenesis Software is easy and organized for your business. Welcome to the Jenesis family!

JK
Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Jenesis?

Jenesis is very easy to use. Very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I have not found anything bad about Jenesis. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

Can access information quickly about clients. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Thank you, Jason! We're so glad that Jenesis is helpful to you and your agency. We appreciate your feedback!

LH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Jenesis?

Jenesis is extremely easy to navigate, very dependable, a vital agency resource to our constantly changing industry as they are constantly making improvements that we request! The service is outstanding as they are easy to contact, quick to help, and always listen. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

There are no dislikes!! If I have to offer a suggestion at this time it would be for the accounting feature to be more involved to handle all accounting transactions we run into day to day. With that said, knowing the team at Jenesis, I am sure this is already on the improvement project list. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

Being in this industry for 25+ years, I started with paper files. I have had a hard time in the past going "paperless", but with Jenesis I am able to make that happen. Now, it hasn't happened overnight because it can be overwhelming to work with your daily workload and try to get old things filed in the system especially if you are OCD or a perfectionist. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Lindsay, thank you so much for your review! We love knowing how Jenesis Software helps agencies like yours. We also love to know what we can improve on to make a better system for you. Welcome to the Jenesis family!

JE
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
(Original )Information
What do you like best about Jenesis?

We have been using jenesis since 1998 and were the first actual client with Jenesis. I would reccomend this software for any insurance agency. This software works with 90% of all the companies that we write with and has every report possible to keep up with our proficiency, quoting, employee records, quickbooks integration, training new employees, quoting, payment records and so many more. The customer service and Technical Support is top notch and if they cant fix it right there on the spot they work on it until its fixed. Jenesis also takes agent suggestions and implement them into the software in future updates if will be beneficial to many Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

Jenesis does not currently integrate with Progressive Insurance Review collected by and hosted on G2.com.

Recommendations to others considering Jenesis:

Implement Jenesis into your agency now. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

Because of the email/text options we are able to follow up easily with quotes and cancellation reminders so therefore turning a high percentage of quotes into policys and cancellations into reinstatements. Jenesis provides a management system to organize every quote and policy. We are able to be file and paper free with Jenesis in our agency and can easily access the files for servicing our customers new and old. We have a team ready to help us with any tech issue we may have with Jenesis during our business hours. Jenesis helps us to have 3 different locations with seamless communication for agents in all different locations. Review collected by and hosted on G2.com.

DM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Jenesis?

Ease of use

Upgrades constantly implemented

Excellent Customer Support

Extremely competitive (very affordable) Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

Honestly, not too many downsides. Any time we recommend a change (no system is perfect), Jenesis always takes a strong approach and tries to best implement the requested changes to constantly improve on an already incredible program. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

I have been in business for 20+ years and knew our older system was archaic. When we switched to Jenesis, our entire management platform was monumentally improved. Jenesis also has very strong support and they constantly make changes/improvements based on live data/feedback. This is an incredible company. The ease of "dropping" Files/emails into their systems is incredible. The note section is also very easy to use. The entire layout can be streamlined by user, making each user compfortable with their own work flow, yet the system still works perfectly for the entire agency. ALL of my staff absolutely loves this program/company. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Wow, Dennis, thank you for your review! We greatly appreciate your feedback on Jenesis Software. We're so glad that Jenesis is easy to use for your agency and our Customer Support is helpful. We're always looking for ways to improve for customers like you. Thank you for being a part of the Jenesis family!

Mike N.
MN
Commercial Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Jenesis?

The ease of learning the platform, the itegration with other daily software I use, and the knowledgable and friendly staff are alway willing to answer questions and help. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

Being newer to Jenesis I haven't really found anything I don't like. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

I needed an AMS and Jenesis is the answer I've been looking for. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

Mike, thank you for your kind words. We can't tell how much we appreciate knowing how Jenesis Software helps your business. Welcome to the Jenesis family!