Jenesis Software

Insurance agency management solution

4,5 /5 (137 reviews) Write a Review!

Jenesis Software 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.

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.

Jenesis Software Overview

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

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Jenesis Software dashboard
Jenesis Software insurance certificate
Jenesis Software J-link screenshot
Jenesis Software video Jenesis Software video Jenesis Software screenshot: Jenesis Software dashboard Jenesis Software screenshot: Jenesis Software insurance certificate Jenesis Software screenshot: Jenesis Software J-link screenshot

Jenesis Software Reviews

Jenesis Software Reviews

Overall rating
4,5
/
5
Excellent
84

Very good
44

Average
6

Poor
2

Terrible
1

Value for Money
4,6
Features
4,4
Ease of Use
4,6
Customer Support
4,8
93% recommended this app
Johnny E.

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

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.


Mike B.

Good Software Great Technical Support Team!

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.


Roy J.

Great Program


Jennifer J.

Jenesis Software


Elizabeth B.

Jenesis Software

Overall organization has definitely changed in the office


Johnny E.

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

Used Daily for 2+ years
Reviewed on 2017/10/09
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mike B.
Industry: Insurance
Company size: 2-10 Employees

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

Roy J.
Industry: Insurance
Company size: 2-10 Employees

Great Program

Used Daily for 1-5 months
Reviewed on 2020/09/14
Review Source: Capterra

Pros

The level of functionality. So much more useful than spreadsheets.

Cons

I wish my L&H companies could download policy info like the P&C does.

Response from Jenesis Software

Thanks!! We're so happy you chose Jenesis and are glad you are enjoying it!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jennifer J.
Industry: Insurance
Company size: 11-50 Employees

Jenesis Software

Used Daily for 2+ years
Reviewed on 2019/08/12
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Elizabeth B.
Industry: Insurance
Company size: 2-10 Employees

Jenesis Software

Used Daily for 1+ year
Reviewed on 2020/06/17
Review Source: Capterra

Overall organization has definitely changed in the office

Pros

I like all the features that it has. I like that I just have to open up one page and can access all my companies from there.

Cons

It really hard to say what I least like because overall it’s a great software. The only thing I would like different is the timing of forms. It makes you start over if you step away for a few minutes.

Response from Jenesis Software

You're awesome, Elizabeth! Thank you for the review and for being such a valuable customer. We appreciate you!

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9/10
Based on 137 user ratings
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Jenesis Software Pricing

Jenesis Software Pricing

Starting from
US$100,00/month
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

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

Value for Money
4,6/5
Based on 137 user ratings
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Jenesis Software Features

Jenesis Software Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,4/5
Based on 137 user ratings
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Categories

Additional information for Jenesis Software

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

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:

,

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:

Formstack Sign, Formstack Sign, QuickBooks Online Advanced

Q. What level of support does Jenesis Software offer?

Jenesis Software offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base