Last updated on
Company health
Ratings
Jenesis description
Jenesis is a web-based insurance agency management system designed for agencies of all sizes across the US. It offers a suite of features including client and policy management, accounting, automated marketing, and a client portal. Jenesis focuses on simplifying daily operations and improving efficiency for insurance agencies. Its standout feature is its user-friendly design, created by an insurance agent, aiming to be a comprehensive solution for managing and growing an agency.
Who is Jenesis best for
Jenesis is a user-friendly web-based insurance agency management system designed for US agencies of all sizes. It simplifies daily operations with features like client and policy management, accounting, and automated marketing. Users praise its intuitive interface and excellent customer support, while some note occasional glitches and limited carrier compatibility. Jenesis is ideal for agencies seeking an easy-to-use, comprehensive platform.
-
Best fit for small agencies but suitable for medium and large agencies seeking user-friendly software.
-
Specifically designed for independent insurance agencies across the US.
Jenesis features
| Supported Jenesis stores client contact details, policy data, and communication logs. |
| Supported Jenesis supports generating and customizing various reports and analytics. |
| Supported Jenesis offers direct connections with insurance carriers for streamlined data exchange. |
| Supported Jenesis offers automated workflows for email, marketing, and client portals. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Jenesis reviews
We've summarised 136 Jenesis reviews (Jenesis G2 reviews) and summarised the main points below.
- User-friendly interface and easy navigation.
- Excellent and responsive customer support and technical assistance.
- Comprehensive client and policy management features.
- Effective communication tools like integrated texting and emailing.
- Robust document management with easy scanning and uploading.
- Occasional glitches and freezing can disrupt workflow.
- Limited compatibility with some insurance companies, notably Progressive.
- Endorsement process can be buggy and sometimes locks up the system.
- Notes pop up unexpectedly when entering receipts, which is time-consuming.
Jenesis pricing
The commentary is based on 10 reviews from Jenesis G2 reviews.
Jenesis is praised for its affordability and value, offering a robust platform at a price point considered perfect and less expensive than competitors. Users consistently highlight its cost-effectiveness alongside its comprehensive features and excellent customer support. A few users mention some initial setup difficulty but overall the pricing is viewed very favorably.
Users sentiment
Jenesis alternatives
AMS360Has stronger momentum. More user reviews suggest issues with reporting, performance, and accounting. AMS360 alternative. AMS360 competitor.Read more
EZLynxBetter for getting quotes from multiple carriers. Has broader industry applicability but doesn't perform well in real estate or IT. Has more website traffic momentum.Read more
QQCatalystBetter for sales and marketing automation. Has more momentum based on website traffic data. Users report inconsistent policy downloads and limited accounting features.Read more
Applied EpicBetter for larger enterprises. Has stronger website traffic growth. Users report frequent crashes and complicated workflows.Read more
HawkSoftBetter for smaller agencies. Has slower momentum. Lacks integrated accounting. Users report slow access times and limited commercial policy templates. No rating information available.Read more
LignaBetter for marketing agencies. Offers CRM, project management, CMS, and marketing automation. Positive pricing sentiment.Read more
Jenesis FAQ
What is Jenesis and what does Jenesis do?
Jenesis is a user-friendly, web-based insurance agency management system designed for US agencies. It simplifies daily operations with features like client and policy management, accounting, automated marketing, and a client portal, improving efficiency and agency growth.
How does Jenesis integrate with other tools?
Jenesis offers integrations with insurance carriers for streamlined data exchange. It also supports automated workflows for email, marketing, and client portals, enhancing communication and operational efficiency. Further integration details are limited.
What the main competitors of Jenesis?
Top alternatives to Jenesis include EZLynx, AMS360, QQCatalyst, Applied Epic, and NextAgency. These competitors offer similar agency management features such as client and policy management, automated workflows, and reporting tools. They primarily serve independent insurance agencies in the US.
Is Jenesis legit?
Jenesis appears to be a legitimate software. User reviews praise its user-friendly interface and excellent customer support. However, some users have reported occasional glitches and limited compatibility with certain insurance companies.
How much does Jenesis cost?
I cannot find pricing details for Jenesis. Contact Jenesis directly for product pricing and to determine if it's worth the investment for your needs.
Is Jenesis customer service good?
Jenesis customer service receives overwhelmingly positive feedback. Users consistently praise the helpful, responsive, and knowledgeable support team for their quick resolutions and friendly assistance. A few users mention occasional minor glitches requiring support intervention.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.