Jenesis Reviews & Product Details

I love that Jenesis keeps a record of my policy holders. It is much easier to go to the system 1st to get info I need on my customers. I love that I can merge accounts into one place which is such a timesaver. Review collected by and hosted on G2.com.

There has been a few glitches lately that has been getting worked on. Luckily it doesn't take very long. Hopefully they get to be fewer and fewer. Review collected by and hosted on G2.com.

The thing that sold our agency on Jenesis was the integration with email. It is a user friendly software with a simple, easy-to-use format that can be customized for each user depending on the role they have. Review collected by and hosted on G2.com.

The system does tend to run a tad slow at time and there is always room for improvement on what can be added to make the user experience easier Review collected by and hosted on G2.com.

I find Jenesis easy to navigate, and it helps me find and store information for each client. I like the email integration, and price and accessibility were factors in my decision to switch. The initial setup was very easy. Review collected by and hosted on G2.com.

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I appreciate the ease of use that Jenesis offers. It's straightforward and hassle-free, making it easy to operate for my insurance business needs. I also value the ease of getting in touch with customer support. Whenever I need to ask a question, it’s simple to reach someone for assistance. Furthermore, the availability of helpful videos on YouTube is incredibly beneficial; they offer solutions if I encounter any problems, which adds a lot of value. Additionally, setting up Jenesis on computers was very straightforward and did not present any hiccups, allowing us to move swiftly to the training phase. Review collected by and hosted on G2.com.

I'm not entirely sure about all the uploads, and my partner handles much of it, which leaves me a bit uncertain. Additionally, I struggle with understanding how to properly manage downloads without duplicating policies or clients, and I feel I am not fully up to standard on this aspect. Review collected by and hosted on G2.com.

I appreciate Jenesis for its valuable capability to text customers while keeping these text messages filed for documentation purposes. This feature is incredibly beneficial as it allows for clear documentation when customers make changes to their policies, such as adding or removing coverages. Having this information documented ensures that if files are requested, we can easily print them, maintaining an organized record. Review collected by and hosted on G2.com.

I find that the downloads in Jenesis are problematic. Whenever we download, they often don't come in correctly. This frequently results in changes to policy numbers or types. For example, if I enter a New Business and a download comes in, it may incorrectly change to a renewal. Similarly, if a renewal download comes in from a company and a number at the end is altered, it creates an entirely new policy in the system, which is confusing and causes inaccuracies. Review collected by and hosted on G2.com.

I love Jenesis for its exceptional ease of use, which significantly enhances agency management tasks. The search function is particularly impressive as it efficiently pulls all the insured information onto one screen, saving me valuable time and effort. Adding new clients, managing work calendars, and other routine operations are streamlined, thanks to its user-friendly interface. I find this aspect of Jenesis to be a huge advantage, especially compared to our previous tool, Hawksoft, since the switch was largely motivated by Jenesis' superior functionality and straightforward usability. The initial setup of Jenesis was also remarkably easy, making the transition smooth and hassle-free. Given these positive experiences, I am highly likely to recommend Jenesis to friends or colleagues, as evidenced by my 9 out of 10 rating. Review collected by and hosted on G2.com.

I find dragging and dropping files in Jenesis to be clumsy and challenging, which can be quite frustrating when trying to attach files. Review collected by and hosted on G2.com.

Jenesis's customer service is absolutely amazing. It feels very personal because I get to work with the same people every time. The live chat function is great because I can

They are patient with my questions, and go above and beyond to help. Most of my issues are resolved immediately, and if there is a larger one, I can always count on them to resolve it. They also are willing to listen to suggestions on features or improvements. Overall, they are fantastic. Review collected by and hosted on G2.com.

I would love to use the J-rater function, but since most of the companies I represent are smaller, its not feasible to integrate them all.

The company downloads can be a bit confusing, and "deleted" policies still appear in the customer profile with the same color-coding as active policies. Overall though, Jenesis makes managing my client's info really easy. Review collected by and hosted on G2.com.

I was very impressed with Jenesis after attending a webinar. The system is very easy to use and thorough, which left a positive impression on me. I love the fact that Jenesis is web-based, as it provides flexibility and ease of access. I also find that Jenesis could be highly effective in tracking not only customers but prospects as well, enhancing client management and operational efficiency. The initial setup process of Jenesis, as learned from the webinar, is easy, which promises a smooth transition and quick start for any potential use in the future. Based on my observations, there are no areas in need of improvement, as everything works perfectly. Therefore, I am very inclined to use Jenesis alongside other tools like Turbo Rater, and I am quite likely to recommend it to a friend or colleague, as evidenced by my rating of 10 out of 10. Review collected by and hosted on G2.com.

I liked it all Review collected by and hosted on G2.com.

I find Jenesis incredibly helpful for keeping up with customer information, including their policy due dates, payments, renewals, cancellations, and other important details and documents. I love that as long as the information is correct, I have everything I need right at my fingertips, which makes managing customer interactions and policies straightforward and efficient. Additionally, I appreciate the ability to easily see what policy I last viewed, which helps streamline my workflow and prevents any potential oversight in managing policy details. The setup was easy for me, and I am highly satisfied with Jenesis, giving it a recommendation score of 10 and have recommended it to others. Review collected by and hosted on G2.com.

I dislike that Jenesis does not show the policies I wrote in the last month, even though I have it set to do so. I also find it problematic that I cannot view all the pending renewals for commercial policies. Additionally, it is frustrating not being able to fix the dates on suspenses more easily and the lack of pop-ups or email notifications when they are needed. Review collected by and hosted on G2.com.

I love how Jenesis makes accessing correct information as simple as a keystroke, which greatly enhances my efficiency and ease of use. The responsiveness and availability of the support team are impressive as well, as the people at Jenesis are always ready to assist, which reinforces my confidence in using the product. Additionally, the initial setup of Jenesis was straightforward and easy, which made the transition smooth and stress-free. Review collected by and hosted on G2.com.

I find it problematic that when media is scanned into Jenesis, there isn't a drop down to attach the media to a specific policy at that point. This step is frequently missed, leading to potential organizational issues. Additionally, when a policy is pending renewal, the current term doesn't remain visible until renewal date. Finally, it would be beneficial if there were a sidebar displaying the original inception date to keep track of existing terms effectively. Review collected by and hosted on G2.com.