HawkSoft vs Jenesis

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Our analysts compared HawkSoft 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.

HawkSoft Software Tool

Product Basics

Hawksoft provides agencies with customer relations and agency management solutions. It automates communication tasks and activities for improving customer experiences and relationships. Its reporting and analysis modules reduce errors and omissions and generate alerts, tasks and reminders for important events. Users get periodic reports on business health, KPIs, cross-sales and possible growth opportunities. It centralizes system procedures and documentation to streamline data sharing across multiple levels and update policies with carrier guidelines.

Provides a 360-degree view of policyholders for informed business decision-making. Its integrated rating system sets up clients with choices best suited to their individual needs. It supports TCPA compliant text messaging, e-Signatures and self-service certificates for policyholders.
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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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$250 Monthly
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$60/User, Monthly
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Windows
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Android
Chromebook
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Android
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Cloud
On-Premise
Mobile
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Product Assistance

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

Product Insights

  • Increased Customer Retention: Improve customer loyalty with specialized alerts designed to proactively notify agents about policyholder requirements and crucial touchpoints. 
  • Improved Lead Conversion: Convert more leads into clients with an intelligent sales pipeline consisting of cross-sell and upsell reports, scheduled communications, batch emails and more. 
  • Flexible Contracts: Opt for short-term contracts to try the platform instead of potentially regrettable long-term contracts. 
  • Mobile-ready Platform: Improve accessibility and usability for both agents and policyholders with remote access to the system via smartphones and tablets. 
  • Automated To-do-Lists: Get a list of reminders and tasks based on important policy events and upcoming activities with the smart concierge tool. 
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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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  • Agency Management System: Implement a consistent and reliable documentation process for all carriers, policyholders and agents. Set up automated strategies for client communication, marketing campaigns, lead generation, task assignments and notifications. Run reports on productivity, profitability, revenue and more. 
  • Agency Intelligence: Generate customized reports on policyholder data, sales pipeline forecasts, account rounding, cross-selling and more. Use data visualization to aid in business decision-making. 
  • Agent Portal: Access policy information, client data and communication from any device with an internet connection. Limit access to sensitive data with permission-based restrictions. 
  • API Integrations: Integrate with multiple third-party applications with the API-based architecture. Supported applications include AgencyZoom, Bridge, Fuse, InsuredMine, Renew King, Rocket Referrals and many more. 
  • Accounting: Seamlessly create and maintain trust and operating accounts in tandem with QuickBooks. 
    • Trust Accounting: Issue invoices, accept payments, verify receipts, track receivables and payables, upload carrier payments and perform year-end reconciliations with built-in tools. Run reports on paid commissions, customer receivables, agent fees and more. 
    • Operating Accounting: Directly integrate with QuickBooks to synchronize both trust and operating accounts. Track expenses and compulsory personal accidents (CPA) and measure KPIs. 
  • E-signature: Optimize the application and renewal process with the built-in e-signature tool. Securely maintain digital records and send texts or emails to request signatures. 
  • Mobile Application: The mobile app provides clients with dedicated self-service, 24/7 access to their policy details and ID cards. Agents can send push notifications, as well as share accident and claim reports and photos in accordance with ACORD regulations. 
  • Rater: Choose a rater service and get a direct feed of accurate quotes from multiple carriers. Clients can seamlessly compare and choose from relevant rate quotes. Supported raters include ITC TurboRater, Applied Rater, Agency Computer Systems (ACS), AccuAgency and more. 
  • Self-service Certificates: Allow insured parties to generate self-service certificates. Provide access via links and revoke certificates as per requirements. Clients can log in to the portal with their email addresses and verification codes. 
  • Client Communication: Communicate with clients via text message and share images with them, all accessible directly from their files. Turn on desktop notifications for essential customers. Comply with TCPA regulations by asking insured clients for their consent before initiating contact. 
  • Website: Choose from multiple SEO-optimized website packages preconfigured with insurance-specific content. Capture more leads with automated marketing campaigns and enriching content such as videos, articles and infographics. Track website traffic via Google Analytics. 
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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

#13

among all
Insurance Software

#25

among all
Insurance Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 132 reviews
Excellent User Sentiment 172 reviews
89%
of users recommend this product

HawkSoft has a 'great' User Satisfaction Rating of 89% when considering 132 user reviews from 3 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.

4.5 (18)
4.6 (27)
4.43 (60)
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4.4 (54)
4.5 (145)

Awards

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

User Favorite Award

Synopsis of User Ratings and Reviews

Easy to Use: Many users find HawkSoft's interface intuitive and easy to navigate, even for those who are new to insurance software. They appreciate the straightforward design and clear labeling of features, making it simple to find what they need.
Comprehensive Features: HawkSoft offers a wide range of features that cater to the needs of insurance agencies, including policy management, client tracking, reporting, and more. Users appreciate having all the tools they need in one place, streamlining their workflow.
Excellent Customer Support: HawkSoft is known for its responsive and helpful customer support team. Users praise the quick turnaround times and the ability to reach knowledgeable representatives who can assist with any issues or questions.
Strong Integrations: HawkSoft integrates seamlessly with other popular business applications, such as accounting software and email marketing platforms. This allows users to connect their systems and automate tasks, saving time and effort.
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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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Limited Customization: Some users find the system's rigid structure limits their ability to tailor workflows to their specific needs, leading to inefficiencies. For example, they may struggle to create custom reports or automate tasks that are unique to their agency.
Steep Learning Curve: The software's complexity can be daunting for new users, requiring significant time and effort to master. This can lead to frustration and slow adoption, especially for smaller agencies with limited resources.
Integration Challenges: Integrating HawkSoft with other essential business tools, such as CRM or accounting software, can be difficult and time-consuming. This can create data silos and hinder overall efficiency.
Customer Support Issues: Some users have reported inconsistent or slow response times from HawkSoft's customer support team. This can be frustrating when encountering technical difficulties or needing assistance with complex tasks.
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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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Is HawkSoft Insurance software for the birds, or will it make your agency soar? Over the past year, user reviews on HawkSoft have been largely positive, with many highlighting its intuitive interface and robust features as major strengths. Users particularly appreciate the platform's policy management capabilities, noting that it streamlines tasks like underwriting, quoting, and renewals, which are essential for daily operations. The built-in reporting and analytics tools, dubbed "Agency Intelligence," also receive praise for providing valuable insights into sales pipelines, client retention, and growth opportunities. However, some users have pointed out that the software's integration with third-party applications could be improved, citing occasional difficulties with data syncing and limited compatibility options. Despite this drawback, many users consider HawkSoft a worthwhile investment due to its comprehensive feature set and user-friendly design, especially when compared to competitors with less intuitive interfaces or fragmented functionalities. In conclusion, HawkSoft appears to be best suited for independent insurance agencies of all sizes looking to streamline their operations, improve client management, and gain a competitive edge. Its robust features, combined with its user-friendly interface, make it a powerful tool for agencies seeking to enhance efficiency and drive growth.

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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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