FINEOS vs Jenesis

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Our analysts compared FINEOS vs Jenesis based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

FINEOS is a comprehensive digital platform for insurance agents. Users can optimize administration processes, automate workflows and oversee customer activity in one hub. Manage traffic, track sales and expedite policy processing.

Users can organize information and securely store data in a central repository. Use open architecture to integrate with external applications.
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Jenesis is a scalable agency management solution purpose-built for insurance firms and MGAs. It improves efficiency by automating business processes, documentation, daily tasks, commissions and accounting. Users can access customizable pre-filled ACORD forms for faster enrollment and renewal processing. Its imaging and scanning eliminate paper in favor of complete digitization. It continuously monitors customer information and sends timely notifications of critical touchpoints. It constantly updates policy information, renewals, endorsements and commission data with direct carrier downloads for both commercial and personal lines.

Its reporting modules automatically log all data to construct an all-inclusive picture of business health. It generates notes for policy approvals, transactions, customer activities, renewals, claims and endorsements. Its communication portals directly mail and call policyholders with relevant information while providing agents with consumer trends necessary to finalize sales. Businesses can offer clients real-time access to their data, e-signatures and multiple payment methods for a comprehensive customer experience.
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Increased Productivity: Save time by automating workflows to redirect focus to essential tasks. Scale quickly with cloud-native capabilities.
  • Demographic Intelligence: Gain insight into client activity with real-time data. Understand customer preference with readable analytics.
  • Boosted Organization: Systemize workflows and organize information to promote fast modification and better communication.
  • Simplified Navigation: Browse the interface and find data quickly with dynamic viewing across multiple devices. Make changes to the platform without rewriting code.
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  • Save Time and Money: Boost efficiency, provide client service and manage marketing efforts using automated workflows, saving time lost on repetitive tasks. 
  • Improve Client Relations: Increase client engagement levels with a client portal and self-service tools. 
  • Amplify Brand Awareness: Expand the agency’s reach and attract more clients by creating personalized and simple insurance websites. 
  • Remote Access: Selectively allow agents to access client records, quotes and products while on the go. 
  • Maximize ROI: Spend less time training and reskilling employees with an intuitive UI. 
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  • Administration Management: Access a comprehensive suite for administration management. Secure, organize and manage all insurance activities in one location.
  • Policy Management: Manage tasks from the policy screen and view consolidated policy and product data. Create and edit documents, grouping policy and claim information for easy accessibility.
  • Claims Management: Simplify the claims process by enabling end-to-end automation. Access important information and complete claims tasks in a central location. Enhance system efficiency with pre-made workflows and dashboards. Utilize intuitive reporting and enable AI analytics to review claims data further.
  • Underwriting Workflows: Automate processes, manage important documents and track policy creation data. Send update alerts notifying sales directors and brokers if additional information or review is needed.
  • Ratings: Simplify the underwriting process and receive accurate ratings using in-house rating software. Collect data and determine requirements based on client variables.
  • Payments: Offer customers flexible payment options. View detailed transaction reports and utilize third-party integrations for payment processing.
  • Billing: Oversee billing activity, monitor transactions and enable automated workflows. Improve communication with clients using shareable dashboards.
  • Quotes: Generate quotes, save templates for future use and upload important documents.
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  • ACORD Forms: Choose from a range of empty and pre-filled ACORD forms. Edit, print and email forms per requirements. Maintain detailed records of costs of insurance (COI) for every client. 
  • Document Storage: Digitally store documents, attachments and transaction records; scan and import them directly into the platform. Organize documents by category, clients or transactions.
  • Carrier Downloads: Facilitates direct carrier downloads for personal and commercial lines of business. Get a direct feed of the latest policy information, endorsements, renewals offers, commission downloads and more. 
  • Suspense: Get timely reminders about pending tasks, activities, expirations, renewals, events and more. 
  • Automated Notes: Automatically records notes for processed policies, receipts and endorsements. 
  • Reports: Generate reports on production, renewals, productivity, profitability, CSR efficiency and more. 
  • Receipts and Payments: Automate data entries for remittance and receipts. 
  • Comparative Rating: Leverage a built-in insurance comparative rater for best-in-class rate quotes. 
  • Marketing Campaigns: Maximize return on investment with drip marketing campaigns. Automate calls, determine selling opportunities and send direct mails, referral letters and remarketing quotes. Prepare email campaigns with the email list builder tool and generate marketing reports. 
  • Electronic Signature: Subscribe to Formstack to enable clients to electronically sign applications, receipts, statements, first notice of loss and more. Requires additional charges. 
  • Payments: Facilitate credit card payments via integrations with Simply Easier Payments and Sprucebooks. Offer online check payments through Instacheck — agents can print a physical copy of actual checks from images sent by clients. 
  • Integrations: Supports integrations with third-party applications such as Gmail, Microsoft Outlook, QuickBooks, Premium Finance and more. 
  • Quote Control: Thank referrals and send greetings and letters for every successful quote. 
  • Carrier Logins: Provides automated logins, website management tools and policy access in real time. 
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Product Ranking

#20

among all
Insurance Software

#25

among all
Insurance Software

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Analyst Rating Summary

75
71
95
96
96
54
0
71
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Underwriting and Rating Management
Claims Management
Billing Management
Billing Management
Policy Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

FINEOS
Jenesis
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 95 96 0 81 82 78 57 100 96 54 71 83 76 91 80 75 0 25 50 75 100
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61%
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83%
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17%
83%
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85%
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23%
80%
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100%
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60%
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80%
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71%
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29%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

44%
0%
56%
31%
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69%

User Sentiment Summary

Fair User Sentiment 1 reviews
Excellent User Sentiment 172 reviews
60%
of users recommend this product

FINEOS has a 'fair' User Satisfaction Rating of 60% when considering 1 user reviews from 1 recognized software review sites.

90%
of users recommend this product

Jenesis has a 'excellent' User Satisfaction Rating of 90% when considering 172 user reviews from 2 recognized software review sites.

n/a
4.6 (27)
3.0 (1)
4.5 (145)

Awards

SelectHub research analysts have evaluated FINEOS and concluded it earns best-in-class honors for Claims Management and Underwriting and Rating Management.

Claims Management Award
Underwriting and Rating Management Award

Jenesis stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Streamlined Claims Management: FINEOS simplifies claims processing, automating tasks and workflows to boost efficiency.
Enhanced Customer Experience: FINEOS provides self-service portals and mobile apps, empowering policyholders to manage their claims conveniently.
Data-Driven Insights: FINEOS offers robust reporting and analytics, enabling insurers to gain valuable insights from their data for better decision-making.
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Easy to Use Interface: Many users praise the platform for its intuitive design and ease of navigation, making it simple to manage insurance needs.
Comprehensive Coverage Options: Jenesis offers a wide array of insurance products, allowing users to find coverage tailored to their specific requirements, from home and auto to life and health insurance.
Competitive Pricing: Users frequently cite Jenesis's ability to provide cost-effective insurance solutions as a major advantage, enabling them to secure necessary coverage without breaking the bank.
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Clunky User Interface: Users frequently express frustration with FINEOS's outdated interface, finding it difficult to navigate and use efficiently. They desire a more modern and intuitive design that simplifies their workflow.
System Performance Issues: Slow loading times and system crashes are a common complaint, leading to decreased productivity and frustration among users.
Limited Reporting Capabilities: Users report that FINEOS lacks robust reporting features, making it challenging to extract meaningful insights from their data. They desire more comprehensive and customizable reporting options to support data-driven decision-making.
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Difficult to Use: Some users have reported that the system can be difficult to navigate and find the information they need.
Limited Functionality: Users have expressed frustration over the system's limited functionality, noting that it lacks some features they would expect in a modern insurance platform.
System Errors: Some users have reported encountering system errors and glitches, which can be disruptive to their workflow.
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User reviews from the past year on FINEOS are a mixed bag. Some users praise FINEOS for its robust claims processing capabilities, noting that it streamlines complex workflows and reduces manual processing time. Others appreciate the comprehensive policy management features, highlighting the ease with which they can handle renewals, endorsements, and cancellations. However, some users express frustration with the system's complexity, citing a steep learning curve and the need for extensive training. A few users also point out occasional glitches and slow response times, impacting productivity and user satisfaction. While FINEOS is generally viewed as a powerful and feature-rich platform, its suitability hinges on the specific needs and technical capabilities of the organization. Businesses with complex insurance operations and a dedicated IT team may find FINEOS to be a valuable asset, while smaller organizations with limited resources might find it overwhelming.

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Is Jenesis the genesis of a new era in insurance management software? Jenesis has garnered attention for its comprehensive suite of features designed to streamline the often-cumbersome world of insurance agency operations. Users praise its ease of use, highlighting its intuitive interface and well-structured workflows as major advantages. They particularly appreciate the platform's robust policy management, quoting, and customer relationship management (CRM) capabilities, which allow them to efficiently handle client interactions, track policy details, and generate accurate quotes. However, some users have reported that Jenesis can be slow at times, impacting their productivity and efficiency. Despite this drawback, Jenesis stands out for its cloud-based accessibility, making it a convenient option for businesses of all sizes. Its affordability, compared to competitors like Hawksoft and EZLynx, is another significant draw for many users. Ultimately, Jenesis is best suited for businesses seeking a comprehensive and user-friendly insurance management solution, particularly those prioritizing ease of use and affordability over processing speed. However, businesses that require a fast-paced software solution may need to explore alternative options.

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Screenshots

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