Top Pick

Jenesis Agency Management Description

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Pricing

Pricing Starts At:
$60/month/user
Pricing Information:
There are two different packages to choose from based on feature needs.

Integrations

Reviews - 15 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Jenesis Software
Year Founded:
1999
Headquarters:
United States
Website:
Update This Listing

Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Live Online
Webinars
Videos
Customer Support
Phone Support
Online

Jenesis Agency Management Features and Options

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Commercial Insurance Software

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

P&C Insurance Software

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Insurance Claims Management Software

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Policy Software

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating Software

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Jenesis Agency Management Lists

  • Name: Ruby G.
    Job Title: Insurance agent
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Jenesis Uses

    Date: Mar 21 2024

    Summary: I use Jenesis everyday. I can even access it with my phone. My overall experience is amazing! All ways there when I need it.

    Positive: Fast and easy to use.
    Downloading information is fast.
    Inputting customers information is easy and simple.

    Negative: Sometimes there is glitches but Jenesis team always fixes it fast.

    Read More...
  • Name: Martha K.
    Job Title: Manager and Agent
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Amazing

    Date: Mar 15 2024

    Summary: I have been using this system since I started in 2009. I would not have it any other way. Thanks, Jenesis

    Positive: The ability to have customer information all in one place is extremely important when an agency is fully remote.

    Negative: This is not applicable. If we have a minor issue, it is resolved immediately.

    Read More...
  • Name: Robert E.
    Job Title: Agent
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Jenesis Software makes life easier

    Date: Feb 05 2024

    Summary: Great. Fantastic. Very pleased with all of the Jenesis team. Always goes the extra mile to make sure their customers are taken care of.

    Positive: Everything. From the knowledgeable team to the ease of use. If there is anything they can do for you.....they will go the extra mile.

    Negative: Like everything. Have nothing but good things to say about Jenesis. Always willing to go the extra mile to help assist their customers. Will always recommend Jenesis to anyone.

    Read More...
  • Name: Julie B.
    Job Title: Insurance Producer
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    User Friendly Organization Tool

    Date: Jan 22 2024

    Summary: I definitely recommend this to anyone looking for a place to organize their clients! It's easy for everyone in the office to pick up and is a valuable tool to have.

    Positive: Jenesis keeps all of our clients in one place, so we can work from any office (or home) and access them in one place. It's easy to use and keeps all the info we need for our clients.

    Negative: There are occasionally macro errors, but tech support is great at helping. Super friendly and fast!

    Read More...
  • Name: Mike N.
    Job Title: Insurance agency owner and commercial agent
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Jenesis Software

    Date: Jan 05 2024

    Summary: Overall, I would whole heartedly recommend this software to any agency who is either struggling or frustrated with their current AMS. I am very happy with the product.

    Positive: That platform is extremely easy to use and learn. The training staff are very patient and simply amazing. This is the best decision I made for my AMS.

    Negative: Looking forward to merging my office outlook email with the service.

    Read More...
  • Name: Brittney L.
    Job Title: Commercial Agent
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Amazing system

    Date: Feb 11 2022

    Summary: Overall this is a great system, the system we had before was not very practical and took a few days to learn. This system we had down within a day and we love it.

    Positive: It was very easy to learn. The staff communicated with us very well and made learning this system FLAWLESS. I am so glad we made the switch!

    Negative: There isn't really much to say that is bad about this system. Some of our policy numbers didn't come over correctly but thats a simple fix.

    Read More...
  • Name: Krista K.
    Job Title: Agent
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Jenesis

    Date: Feb 08 2022

    Summary: We enjoy Jenesis in our office. There has been so kinks to work out but the staff is very easy to address any concerns with.

    Positive: This system is very user friendly. The suspense feature is one of my favorites because it helps keep up with pending to-dos.

    Negative: I feel like the calendar could be a little easier to use.

    Read More...
  • Name: Lisa F.
    Job Title: Team Member
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very helpful

    Date: Feb 07 2022

    Summary: We use it for an everyday tool to help make things easy for everyone in the office. Great for communication with each other with the notes and follow ups.

    Positive: It is very helpful to have everything at your finger tips when a customer is needing something. All in one spot to pull up and get thing completed quickly.

    Negative: There is not a lot that I don't like about this company.

    Read More...
  • Name: Crystal G.
    Job Title: Lead agent, Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Jenesis is truly amazing

    Date: Jan 06 2022

    Summary: Excellent, this product is truly amazing. The way it works with you and your work flow for the day, is so organized. It allows us to take the best care of our clients and our agency.

    Positive: We are so happy to be my moving to Jenesis. This product is extremely innovative, it offers many organized features that help track production, organize your day, and grow your agency.

    Negative: None so far. Everything about it is outstanding. The more we learn the features, the more excited we are about switching.

    Read More...
    Jenesis Agency Management Company Response
    Date: Jan 19 2022
    Thanks, Crystal! Can't wait to watch you guys implement Jenesis!
  • Name: Anonymous (Verified)
    Job Title: Producer
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great Organizer

    Date: Dec 30 2021

    Summary: I will be using the system daily the training process was easy and understanding . I would recommend it.

    Positive: What I like about Jenesis was that it's easy to use and we are able to keep up with policies and also our renewals.

    Negative: What I didn't like is that we still have to make payments through our main portal.

    Read More...
    Jenesis Agency Management Company Response
    Date: Jan 14 2022
    Thank you for the awesome review!
  • Name: Judy B.
    Job Title: Customer Service Representative
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    JENESIS OVERVIEW

    Date: Oct 05 2021

    Summary: Overall, I like the software because it makes it easier to look up customers to see which company they are in when they come in to the office to make a payment.

    Positive: I like the ease of using the functions for our insurance company. It makes it very easy to find customers when we have them come into the office to make their payments. It cuts down our time.

    Negative: I don't like the many areas that are confined to administrators only. We have more than one office and it makes it hard if we can't correct a receipt, can't add companies, etc. There is just too many little things that have not been worked out properly.

    Read More...
    Jenesis Agency Management Company Response
    Date: Jan 14 2022
    We appreciate your review, Judy!
  • Name: Leslie L.
    Job Title: Administrator
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Made my work easier!

    Date: Oct 05 2021

    Summary: Organization, ease of use, support. All excellent. Very pleased with Jenesis. Even support staff has been excellent!

    Positive: Organization, ease of use, Acord forms (wonderful feature!), I can go on and on. Very pleased with Jenesis.

    Negative: Wish notes feature was more prominent.
    Wish we could print directly to media files.

    Read More...
    Jenesis Agency Management Company Response
    Date: Jan 14 2022
    You're awesome, Leslie! Thank you for the review!
  • Name: Anonymous (Verified)
    Job Title: Agent/ administrative assistant
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great and Easy Software

    Date: Oct 05 2021

    Summary: Wonderful experience all around. Love knowing that support is only a phone call away , and the most pleasant customer service reps.

    Positive: Love that their team is always ready to help, and always looking to make improvements!! Easy navigating.

    Negative: Wish colors could be changed lol thats only because I look at it every day.

    Read More...
    Jenesis Agency Management Company Response
    Date: Jan 14 2022
    Thank you!
  • Name: Farrah F.
    Job Title: Agent
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Review

    Date: Feb 11 2022

    Summary: My overall experience have been great so far. We just started but it's been very helpful to us definitely with the reports

    Positive: I love have easy the system is to learn and training is fantastic. I have used multiple systems and this one is great.

    Negative: We have a problem with the list of coverage but the support team is working on this for us!

    Read More...
  • Name: Lisa F.
    Job Title: Agent
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Review

    Date: Jan 06 2022

    Summary: It has been a learning experience and I think that overall it is a good system and holds a lot of information.

    Positive: The ease of finding clients, uploading media files, entering payments into the system and updating information.

    Negative: The rating system is not as easy as the old Jenesis but learning how to work it.

    Read More...
    Jenesis Agency Management Company Response
    Date: Jan 14 2022
    Thanks so much, Lisa!