Jenesis Reviews & Pricing

by Jenesis Software | Founded 1999, Forest City, NC

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What is Jenesis?

Industry Specialties: Insurance

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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User Sentiment

Based on 172 reviews:

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Jenesis Pricing

Based on our most recent analysis, Jenesis pricing starts at $60 (Per User, Monthly).

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Starting From: $60
Pricing Model: Per User, Monthly
Free Trial: No

Training Resources

Jenesis is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Jenesis:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Jenesis Benefits and Insights

Why use Jenesis?

Key differentiators & advantages of Jenesis

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.

Industry Expertise

Designed for insurance agencies of all sizes.

Jenesis Reviews

Average customer reviews & user sentiment summary for Jenesis:

172 reviews

90%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Jenesis reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

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.

Researcher's Summary:

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.

Key Features

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.