Jenesis Software

Jenesis Software

Insurance agency management solution

4.7/5 (118 reviews)

Jenesis Software Overview

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.

With Jenesis’ electronic filing systems, enterprises can scan documents, save email attachments from insurance carriers, and export them to multiple devices. The platform provides blank and pre-filled ACORD forms, which import information from a centralized database, allowing agents to edit the data before printing or emailing them to clients. Jenesis’ quote control solution also helps agencies to market quotes, send letters or postcards, and track client referrals for generating reports.

Jenesis Software allows integration with Quickbooks to manage accounting tasks, review operation efficiency, and improve the profitability of the organization. The J-links functionality offers users access to policies in real-time using automated logins and website management.

Pricing

Starting from
US$100,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Jenesis Software Reviews

Overall rating
4.7/5
92% positive reviews
68
Excellent
41
Very good
6
Average
2
Poor
1
Terrible
Mike B.

Good Software Great Technical Support Team!

Used Daily for 2+ years
Reviewed on 2019/07/25
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Drane W.

Jensis Now

Used Daily for 6-12 months
Reviewed on 2019/08/01
Review Source: Capterra

Very good company, very good people and easy to reach support. However the functionality is pretty limited compared to other systems I have used in the past.

Pros

We like the cost and that it is user friendly for the most part. The people at Jenesis are great and VERY HELPFUL!

Cons

The software is supposed to have Cross Sell and other prospecting functionality but really does not that I have experienced and checked several times to make sure every campaign is turned on and have tested but we write 100+ policies a month and have only had a few responses; usually the response back to us is "Who is this" or "Please take me off the list". Not great to hear that back! Especially when they are actually a new or older customer of ours. There was NO RATER included with Jenesis Now!!! However, they have been piloting that and we are one of the agencies doing that and it has greatly been enhanced in the last couple months. I think they are on the right track.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jennifer E.

GREAT AGENCY MANAGMENT SYSTEM

Used Daily for 2+ years
Reviewed on 2019/07/25
Review Source: Capterra

Pros

This software provides an insurance agency every avenue to manage the employees, companies, and insureds files. This software is compatible with 3rd parties to process credit card payments, manage our checking account and outside finance companies. We have been with Jenesis for 20 years and were the first actual agency that purchased Jenesis as our management system. That says alot about Jenesis. I love that we can make suggestions on ways to improve or correct what they software does and they company consider those suggestions and concerns to see if implementing them would be beneficial. We have 3 locations and because we are on the hosted level we can see each and every policy with all agencies no matter what location we are in. I dont see us ever using any other software unless we have no choice.

Cons

Being on the hosted version I dont like that if their servers or internet are having issues then our agency system is down. But it is usually not down long. they do make this a priority to get back up because they know our business depends on it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Ermelinda L.

Jenesis Overall

Used Daily for 2+ years
Reviewed on 2019/08/01
Review Source: Capterra

Al together Jenesis is a good I will not say great Agency Mgmnt System, I enjoy many features on it for the simplicity that it gives my overall work day, but at the same time I do have the issues with some of the everyday work load, for which i can not name any at this given time, but I will start keeping a log and be better informed. For the next review.

Pros

I had honestly not used the Quote control function, due to it having some issues the times that I had tried it, but in the last couple of months I have been able to use it with not so many issues and I like the fact that it quotes all my companies at once.
I like the process of being able to scan/save documents to images with ease.

Cons

One thing I however do not like about the quote control is that its ratings on some of our companies is not accurate, and there for I have had issues with clients being told 1 price and then when we go in to process the application it gives us another price.
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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10
Ann W.

Love Jenesis

Used Daily for 2+ years
Reviewed on 2019/06/05
Review Source: Capterra

Preparing my E & O is very easy with this software. A couple of buttons and you know what you made from which company. It's so easy to work with. I'm not very computer literate, but Jenesis is easy for me. Of course, I love that.

Pros

We all love Jenesis at our office. The ease of looking up a customer, seeing all the notes about the customer let you know what has happened with them without having to go through all that again by mouth. You post the payments to Jenesis, and you make notes. One look and you know what's going on. You can see if they are canceled, pending cancelation or right on time.

Cons

The least thing I like about Jenesis is when you post a payment you get notes back, example The date paid field on this policy is empty. I'm not sure if we are properly putting the information in or it's just a hiccup.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Jenesis Software Pricing

Starting from
US$100,00/month
Pricing options
Free Trial
Subscription
Value for money

JenesisNow:

• $75/location
• $25/user

JenesisClassic:

• $125/location
• $50/user

Additional one-time fees for both JenesisNow and JenesisClassic:

• Initial license fee: $450
• System conversion fee: $450

Jenesis Software Features

  • API
  • Accounting Integration
  • Billing & Invoicing
  • Calendar Management
  • Data Import/Export
  • Document Management
  • Reminders
  • Reporting & Statistics

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Client Portal
  • Customer Database
  • Customizable Reporting
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Search Functionality
  • Third Party Integration

Additional information for Jenesis Software

Key features of Jenesis Software

  • Accounting Integration
  • Appointment Management
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Customer Service Integration
  • Document Management
  • Email Integration
  • Multi-State
  • Policy Management
  • Quote Management

Jenesis Software FAQs

Below are some frequently asked questions for Jenesis Software.

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

Jenesis Software offers the following pricing plans:

Starting from: US$100,00/month

Pricing model: Subscription

Free Trial: Not Available

JenesisNow:

• $75/location
• $25/user

JenesisClassic:

• $125/location
• $50/user

Additional one-time fees for both JenesisNow and JenesisClassic:

• Initial license fee: $450
• System conversion fee: $450

Q. What are the main features of Jenesis Software?

Jenesis Software offers the following features:

  • Accounting Integration
  • Appointment Management
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Customer Service Integration
  • Document Management
  • Email Integration
  • Multi-State
  • Policy Management
  • Quote Management

Q. Who are the typical users of Jenesis Software?

Jenesis Software has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Jenesis Software support?

Jenesis Software supports the following languages:

English

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

Jenesis Software has the following pricing plans:

Subscription

Q. Does Jenesis Software support mobile devices?

We do not have any information about what devices Jenesis Software supports

Q. What other apps does Jenesis Software integrate with?

Jenesis Software integrates with the following applications:

InsureSign, QuickBooks

Q. What level of support does Jenesis Software offer?

Jenesis Software offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support

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