Jenesis Software

4.7 (283)
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Insurance agency management solution

About 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.


Key benefits of Jenesis Software

- Web Accessibility - Access your agency management system anytime, anywhere.
- Policy and Client Management - Simple to track and manage customer accounts, policies, renewals, and communication.
- Reporting and Analytics - Detailed customizable reports that tracks your agency's performance, client data, sales trends, commissions, productivity, and more.
- Integrated Marketing Tools - Email and Text campaigns that can be sent out in bulk cross-selling opportunities, renewals, or general client communication.
- User Friendly and Cost Effective - JenesisNow offers competitive pricing with two different packages to choose from depending on your agency's needs.


Images

Jenesis Software Software - JenesisNow customizable dashboard that can be designed by you to fit the needs of your agency.
Jenesis Software Software - JenesisNow includes automated marketing designed to help bring in new business as well as retain current clients.
Jenesis Software Software - JenesisNow is equipped with a client portal so your clients can rely on you at all times, not just during business hours.
Jenesis Software Software - JenesisNow offers automated carrier downloads to ensure your management system is always up-to-date.
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Jenesis Software video
Jenesis Software video
Jenesis Software Software - JenesisNow customizable dashboard that can be designed by you to fit the needs of your agency.
Jenesis Software Software - JenesisNow includes automated marketing designed to help bring in new business as well as retain current clients.
Jenesis Software Software - JenesisNow is equipped with a client portal so your clients can rely on you at all times, not just during business hours.
Jenesis Software Software - JenesisNow offers automated carrier downloads to ensure your management system is always up-to-date.

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Reviews

Overall rating

4.7 /5
(283)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support
4.9/5

Already have Jenesis Software?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 283
A. Drane
A. Drane
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Jenesis software is hard to beat at the price level

Reviewed on 2021/07/19

They are quick to assist on IT with good follow up and the system works pretty well within our...

They are quick to assist on IT with good follow up and the system works pretty well within our agency.

Pros

Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies. They are also easy to work with.

Cons

Although I certainly have a Jenesis "Wish List", they are quick to add functionality that makes sense and continue to build out the system with updates so the Jenesis Now version (which I believe was brand new 3-4 years ago) continues to evolve.

Alternatives Considered

Vertafore AMS360

Reasons for Choosing Jenesis Software

Cost

Reasons for Switching to Jenesis Software

Mostly due to cost and there assurance they would continue to improve the J Now system and they have.
martha
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I would not us another

Reviewed on 2024/03/15

Pros

Real time and I love the fact that the notes stay in the system for others to see. Working remote makes this very important.

Cons

This is not applicable. From time to time, we may have a minor issue, but the team clears it ASAP

Response from Jenesis Software

Martha, thank you so much for your review! We're so glad that you and your agency love our features and our Jenesis Support Team.

John
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Jenesis Software Review

Reviewed on 2019/08/01

Not good

Not good

Pros

Not much at this time and I was not in on buying the producte

Cons

The lack of on hands training done by the company as all is on computer and no hands on and the one sent to do it had to refer to the book all the time

Rob
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Jenesis Software

Reviewed on 2024/03/20

Pros

Reporting for monthly auto policy sales sources

Cons

Sometimes the system will get a little glitchy

Response from Jenesis Software

Thank you, Rob, for your review! We're glad that Jenesis Software's reports are working well in your agency. Welcome to the Jenesis family!

Tara
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Overall Rating

Reviewed on 2024/08/29

Overall rating is excellent and would differently recommend Jenesis software.

Overall rating is excellent and would differently recommend Jenesis software.

Pros

The easy way to input customers and information or policies.

Cons

Like to learn a little more about printing receipts from the system.

Response from Jenesis Software

Thank you, Tara! We value your feedback and we will continue to make a great system for your agency!

Showing 5 reviews of 283 Read all reviews

Jenesis Software FAQs

Below are some frequently asked questions for Jenesis Software.

Jenesis Software offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Jenesis pricing is per user. Depending on the package, pricing starts at $104 for the first user and $40 for any additional users. The service is provided on a month-to-month basis with no contract.

Jenesis Software has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500

Jenesis Software supports the following languages:

English

Jenesis Software supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Jenesis Software integrates with the following applications:

Formstack Sign, Gmail, IPFS, Microsoft Outlook, QuickBooks Online Advanced, Sprucebooks, TurboRater, WeSignature

Jenesis Software offers the following support options:

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

Related categories

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