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.
Qualities
We evaluate the sentiment that users express about non-functional aspects of the
software
Customer Service
Strongly positive
+1
Ease of Use
Strongly positive
+1
Jenesis reviews
We've summarised 136
Jenesis reviews (Jenesis G2 reviews) and
summarised the main points below.
Pros of Jenesis
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.
Cons of Jenesis
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
Strongly positive
+1
Jenesis alternatives
Applied TAM
Streamlines insurance agencies with automation and client insights.
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.
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.
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.
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.
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.
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.
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
MK
Michal Kaczor
CEO at Gralio
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.
TT
Tymon Terlikiewicz
CTO at Gralio
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.
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