# Jenesis Reviews **Vendor:** Jenesis **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.7/5.0 **Total Reviews:** 155 ## About Jenesis Jenesis Software was founded in 1999 in North Carolina by Eddie Price, with a mission to support independent insurance agencies through intuitive, easy-to-use technology. Today, Jenesis offers web-based agency management systems used by agencies across the United States, along with website creation and SEO services to help agencies grow their online presence. Key AMS features include a pre-fillable ACORD form library, two-way emailing and texting, commission management, IVANS downloads, receipts/invoicing, comparative rating integrations, Zapier connectivity, unlimited data storage, and more. Jenesis equips agencies with the tools they need to operate efficiently, grow their book of business, and retain clients — all while providing industry-leading support and training. ## Jenesis Pros & Cons **What users like:** - Users find Jenesis **incredibly easy to use** , thanks to its intuitive interface and helpful instructional videos. (13 reviews) - Users praise Jenesis for its **exceptional customer support** , highlighting personalized service and prompt issue resolution. (6 reviews) - Users value the **effortless access** of Jenesis, enhancing their operational efficiency and user experience significantly. (5 reviews) - Users rave about Jenesis for its **efficiency** in communication and document management, streamlining processes effortlessly. (4 reviews) - Users praise Jenesis for its **exceptional ease of use** , streamlining agency management and enhancing overall efficiency. (4 reviews) - Users appreciate the **continuous improvement** of Jenesis, making management processes more efficient and effective. (3 reviews) - Users find Jenesis to be **super helpful** for sorting clients, with fast customer support and media uploading features. (3 reviews) - Users commend the **intuitive organization** of Jenesis, facilitating seamless management and easy access to information. (3 reviews) - Policy Management (3 reviews) - Simple (3 reviews) **What users dislike:** - Users find the **certificate management process cumbersome** , leading to confusion and a lack of organizational clarity. (4 reviews) - Users find **document management confusing** , struggling with uploads and downloads, which complicates policy organization and client handling. (2 reviews) - Users experience **email attachment issues** with Jenesis, finding the process clumsy and frustrating during file uploads. (2 reviews) - Users are frustrated by the **excessive clicking** needed to locate dependents and manage policy details in Jenesis. (2 reviews) - Users experience **frequent download issues** in Jenesis, resulting in incorrect policy changes and frustrating inaccuracies. (1 reviews) - Email Integration (1 reviews) - Feature Issues (1 reviews) - Functionality Limitations (1 reviews) - Inconsistency (1 reviews) - Integration Issues (1 reviews) ## Jenesis Reviews ### 1. A Reliable Ally for Insurance Management **Rating:** 4.0/5.0 stars **Reviewed by:** Ken B. **Reviewed Date:** November 25, 2025 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** 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. **What problems is Jenesis solving and how is that benefiting you?** Jenesis allows me to track all my customers, provides easy access and document uploads, and offers good training through videos. It streamlines managing client information while enhancing my team's proficiency. ### 2. Useful Documentation Tool with Download Issues **Rating:** 2.5/5.0 stars **Reviewed by:** Michelle L. **Reviewed Date:** November 25, 2025 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** 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. **What problems is Jenesis solving and how is that benefiting you?** I use Jenesis to track customer documentation and text messages, providing written records for policy changes, which is invaluable for documentation and compliance. ### 3. Easy Setup, Intuitive for Agency Management **Rating:** 4.5/5.0 stars **Reviewed by:** Josh M. **Reviewed Date:** November 25, 2025 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** I find dragging and dropping files in Jenesis to be clumsy and challenging, which can be quite frustrating when trying to attach files. **What problems is Jenesis solving and how is that benefiting you?** Jenesis streamlines agency management by managing commissions, customer info, and automating messages. Its user-friendly interface and efficient search function simplify adding new clients and managing work calendars, enhancing overall functionality. ### 4. Exceptional Customer Service and Personalized Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** 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. **What problems is Jenesis solving and how is that benefiting you?** Managing clients, multiple carriers, documents, payments, etc would be overwhelming without JenesisNow. Having one consistent place that is accessible from anywhere to track all of my clients means providing customer service is much easier. ### 5. Impressive, Easy-to-Use, and Web-Based **Rating:** 5.0/5.0 stars **Reviewed by:** stephen m. **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** I liked it all **What problems is Jenesis solving and how is that benefiting you?** Jenesis helps me track both customers and prospects effectively, with its web-based system providing easy and thorough usability. ### 6. Efficient for Customer Management, Needs Better Policy Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Tammy S. **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** 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. **What problems is Jenesis solving and how is that benefiting you?** I use Jenesis to manage customer policies, due dates, and renewals, providing critical information at my fingertips. It helps me remember to contact customers and keep track of recently viewed policies. ### 7. Easy Setup, Stellar Support, Needs Some Tweaks **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda R. **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** 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. **What problems is Jenesis solving and how is that benefiting you?** I use Jenesis for document retention, accounting, and marketing. It ensures correct information is readily accessible and facilitates customer outreach through text and email. The support team at Jenesis is always available to help. ### 8. Effortlessly Access Customer Data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** I like that all my customer information is just a click away and I don’t have to search more than a few letters. **What do you dislike about Jenesis?** I have a hard time keeping some of our policies up to date because the Jenesis system doesn't mesh well with a few of our providers. **What problems is Jenesis solving and how is that benefiting you?** I use Jenesis to track customer status and information, making it easy to manage policies and personal data. I like having customer information just a click away, without having to search extensively. **Official Response from Kaylee Spangler:** > Thank you for your kind review! We love knowing how Jenesis Software features like documentation and tracking are helpful to your agency. Welcome to the Jenesis family! ### 9. Efficient Agency Management with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Julianna D. **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** I love Jenesis for its ability to text and email Certificates of Insurance (COI), which enhances my communication efficiency and streamlines document dispatch. Additionally, the ease of collecting information through Jenesis facilitates seamless agency management. The system's initial setup was also notably easy, further contributing to a user-friendly experience right from the start. My appreciation for Jenesis is reflected in my highly positive recommendation score, which indicates my confidence in its capabilities as a robust agency management system. **What do you dislike about Jenesis?** I am disappointed that Jenesis no longer links to carrier websites for checking policy status. The functionality of J Links working again would greatly improve my experience. **What problems is Jenesis solving and how is that benefiting you?** I use Jenesis for agency management, benefiting from the ease of collecting information and the ability to text and email COI, which simplifies communication. ### 10. Effortless Agency Management with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** KIMBERLY C. **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** I love how easy Jenesis is to use, which simplifies our entire process, especially when locating policies. Instead of having to figure out where a customer is insured, Jenesis has all the necessary information readily available, making it our first stop in such situations. I appreciate that any login issues with the system are fixed immediately when I contact Jenesis, demonstrating their reliable support. Furthermore, the initial setup of Jenesis for our agency was very easy, which was a great start. Overall, I have no complaints about Jenesis and find it to be an ideal tool for agency management. **What do you dislike about Jenesis?** NOTHING **What problems is Jenesis solving and how is that benefiting you?** Jenesis simplifies agency management, quickly resolving login issues and making policy location easier by centralizing customer insurance information. The ease of use significantly streamlines our processes. ### 11. JenesisNow is very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2022 **What do you like best about Jenesis?** The rating will be a 10! Trainor was super helpful and patient in explaining the process, and answering my questions and helping us navigate the website. The videos were also awesome - short and easy to understand, and I love how they would really tell you to pause the video and try it yourself. It really makes me excited to see how easy to navigate the website. Looking forward to transferring and kudos to your company in making it easy and fun! **What do you dislike about Jenesis?** None so far; looks very easy to use and you can streamline how it looks. **What problems is Jenesis solving and how is that benefiting you?** We use Jenesis to keep our team and client documents and this helps a lot in keeping things organized and productive ### 12. Keeps Us Organized, But Lacks Feature Flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica C. **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** I love how Jenesis keeps our customer service program organized. Having all of our customer information easy to locate is incredibly beneficial, as it streamlines our operations and ensures we can access critical data efficiently when needed. The platform as a whole is enjoyable to work with, as it supports our needs effectively. **What do you dislike about Jenesis?** I wish some of the features that Jenesis offers could be cherry-picked instead of having an all-or-nothing approach for the entire team. Example- Emailing from Jenesis I also wish the current package we are on is compatible with our Turbo rater. **What problems is Jenesis solving and how is that benefiting you?** I use Jenesis to keep our customer service program organized and easily access customer information, enhancing efficiency. ### 13. Exceptionally User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica b. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** It’s friendly use and has videos to should you steps **What do you dislike about Jenesis?** I do not have a dislike with Jenesis at the moment **What problems is Jenesis solving and how is that benefiting you?** We had some problems with getting some forms, but they worked on it right away and provided us with those forms. ### 14. Outstanding Support Team Makes All the Difference **Rating:** 4.5/5.0 stars **Reviewed by:** David M. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about Jenesis?** Support is the best! Andy and Eric always resolve my issue immediately with the utmost professionalism **What do you dislike about Jenesis?** I cannot think of any downsides to using Jenesis software **What problems is Jenesis solving and how is that benefiting you?** The software is easy to use and is always stable ### 15. Effortless Customer Discovery **Rating:** 5.0/5.0 stars **Reviewed by:** Daryl O. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** How easy it is to find customers for the whole company. **What do you dislike about Jenesis?** Don't seem to dislike anyting about jenesis. **What problems is Jenesis solving and how is that benefiting you?** Organization...Jenesis allows us to organize thousands of items electronically. ### 16. Effortless and Always Available—A Joy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Mama’s Makeup B. | Customer Service/Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** I enjoy how effortless it is to use, but mostly I enjoy that the service is so readily available. **What do you dislike about Jenesis?** I wish it had an instant messenger option. I would also like noise alerts for j-mail and calendar reminders. **What problems is Jenesis solving and how is that benefiting you?** I am able to easily see notes, files, receipts and future tasks all in one place making the entire "customer profile" easier to read. ### 17. Seamless App Integration and Effortless Document Generation **Rating:** 4.0/5.0 stars **Reviewed by:** Callista W. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** app integration like scanning and acord generation **What do you dislike about Jenesis?** the lack of automation compared to epic's software **What problems is Jenesis solving and how is that benefiting you?** It is a workable and organized CRM. also ### 18. Perfect software for the insurance industry **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** Jenesis is incredibly easy to use, and I really appreciate the variety of features it offers. **What do you dislike about Jenesis?** Up to this point, our office hasn't found anything to dislike about Jenesis. **What problems is Jenesis solving and how is that benefiting you?** There are a lot more fields available now for entering policy information. ### 19. All Carrier Info in One Place—A Game-Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Penny T. | Lead teacher, 1 yr olds, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Jenesis?** Keeping all my carriers info in one place has been the best tool ever **What do you dislike about Jenesis?** It doesn't auto download all our carriers, i have to manually put in some **What problems is Jenesis solving and how is that benefiting you?** keeping records together in one spot ### 20. Excellent customer service Excellent programs to make life easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Johnny E. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Jenesis?** Management made easy. Always finding ways to be better so they are always the best. **What do you dislike about Jenesis?** I get busy and don't always check out the new features right away and implement time saving to my team. **What problems is Jenesis solving and how is that benefiting you?** Customer data retention and migration ### 21. Jenesis review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Jenesis?** The most valuable feature to me is the ability to text message. It has been helpful in contacting clients to remember to e-sign docs or to contact the agency. **What do you dislike about Jenesis?** I haven't really found anything that I dislike about Jenesis, so far. **What problems is Jenesis solving and how is that benefiting you?** We are enjoying company to agency download, texting, emailing, the ability to create reports. ### 22. Great tool to have for my work **Rating:** 4.0/5.0 stars **Reviewed by:** Penny T. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** 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. **What do you dislike about Jenesis?** 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. **What problems is Jenesis solving and how is that benefiting you?** The only issue has been glitches, which benefits me when they get right on it immediately and they do notify us so we are aware when there is an issue and when it is resolved. Communication is good with the techs. **Official Response from Kaylee Spangler:** > Thank you, Penny, for your review! We love to know what is working and what isn't working so we can improve Jenesis for your agency. Thank you for joining the Jenesis family! ### 23. Cassidy's Review **Rating:** 5.0/5.0 stars **Reviewed by:** Cassidy M. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Jenesis?** I like how user friendly it is. It's easy to navigate and I don't have to spend forever trying to figure out how to do something. The customer service is also top tier. I use this software everyday so it's essential that it be plesant to use, which it is. **What do you dislike about Jenesis?** When there are updates, it can throw me off, espescially if i'm working fast. **What problems is Jenesis solving and how is that benefiting you?** It helps brings attention to policies I may have forgotten about with suspenses. And I like that it keeps track of my quotes and written policies because when it's bust I can't always keep track of that, and I can just go to my dashboard and see it. **Official Response from Kaylee Spangler:** > Thank you for your review, Cassidy! ### 24. LOVE JENESIS **Rating:** 5.0/5.0 stars **Reviewed by:** cayla e. | SERVICE, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** SUPER HELPFUL WHEN IT COMES TO SORTING OUR CLINETS I LOVE HOW WE CAN UPLOAD MEDIA FILES AND ADD COMMENTS! CUSTOMER SUPPORT HAS ALWAYS REPLIED FAST AND ALWAYS A GREAT HELP! **What do you dislike about Jenesis?** WISH THE COMMENT BOX WAS BIGGER BUT OVERALL NO COMPLAINTS **What problems is Jenesis solving and how is that benefiting you?** HELPS US SORT OUR CLIENTS AND MAKES IT EASY TO FIND THE AND WHAT CARRIER THEY HAVE **Official Response from Kaylee Spangler:** > Cayla, thank you for your review! We're glad that Jenesis Software helps with media uploads and sorting clients. We're also always wanting to improve Jenesis - including its speed and accessibility. Thank you for being a part of the Jenesis family! ### 25. Never knew I needed this software until I've had it. **Rating:** 5.0/5.0 stars **Reviewed by:** Christian S. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2024 **What do you like best about Jenesis?** Locating my customers with ease and keeping everything organized for me. **What do you dislike about Jenesis?** I only dislike having to locate dependents on a policy because I have to go through multiple pages to find them. **What problems is Jenesis solving and how is that benefiting you?** Locating my customers with ease and keeping everything organized for me. **Official Response from Kaylee Spangler:** > Thank you, Christian! We are so happy that Jenesis is working well for you and your agency. We will continue to make Jenesis better for customers like you and be better for your agency. We are grateful for you! ### 26. The conversion from EZ Lynx to Jenesis was so simple and easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Suzanne B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2024 **What do you like best about Jenesis?** The Jenesis platform is so intuitive. Our conversion was flawless and we were able to get up and running without skipping a beat! We use Jenesis every day in our agency and it has given us a place to keep everything neat, organized and easy to find. The Jenesis team is so nice, helpful and knowledgable! They make you feel like you are their only customer and the price point is perfect for the product they provide. **What do you dislike about Jenesis?** I haven't found any downsides to Jenesis yet! **What problems is Jenesis solving and how is that benefiting you?** The accounting and commissions functions were considered additional services with our previous software. **Official Response from Kaylee Spangler:** > Suzanne, thank you so much for your kind words! We're so glad Jenesis Software is easy and organized for your business. Welcome to the Jenesis family! ### 27. Jenesis **Rating:** 5.0/5.0 stars **Reviewed by:** Jason K. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Jenesis?** Jenesis is very easy to use. Very user friendly. **What do you dislike about Jenesis?** I have not found anything bad about Jenesis. **What problems is Jenesis solving and how is that benefiting you?** Can access information quickly about clients. **Official Response from Kaylee Spangler:** > Thank you, Jason! We're so glad that Jenesis is helpful to you and your agency. We appreciate your feedback! ### 28. AMAZING Agency Management Software Company with the small-town personal touch kind of service!! **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Jenesis is extremely easy to navigate, very dependable, a vital agency resource to our constantly changing industry as they are constantly making improvements that we request! The service is outstanding as they are easy to contact, quick to help, and always listen. **What do you dislike about Jenesis?** There are no dislikes!! If I have to offer a suggestion at this time it would be for the accounting feature to be more involved to handle all accounting transactions we run into day to day. With that said, knowing the team at Jenesis, I am sure this is already on the improvement project list. **What problems is Jenesis solving and how is that benefiting you?** Being in this industry for 25+ years, I started with paper files. I have had a hard time in the past going "paperless", but with Jenesis I am able to make that happen. Now, it hasn't happened overnight because it can be overwhelming to work with your daily workload and try to get old things filed in the system especially if you are OCD or a perfectionist. **Official Response from Kaylee Spangler:** > Lindsay, thank you so much for your review! We love knowing how Jenesis Software helps agencies like yours. We also love to know what we can improve on to make a better system for you. Welcome to the Jenesis family! ### 29. Agency owner and a Very satisfied Jenesis Client since 1998 **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer E. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2020 **What do you like best about Jenesis?** We have been using jenesis since 1998 and were the first actual client with Jenesis. I would reccomend this software for any insurance agency. This software works with 90% of all the companies that we write with and has every report possible to keep up with our proficiency, quoting, employee records, quickbooks integration, training new employees, quoting, payment records and so many more. The customer service and Technical Support is top notch and if they cant fix it right there on the spot they work on it until its fixed. Jenesis also takes agent suggestions and implement them into the software in future updates if will be beneficial to many **What do you dislike about Jenesis?** Jenesis does not currently integrate with Progressive Insurance **Recommendations to others considering Jenesis:** Implement Jenesis into your agency now. **What problems is Jenesis solving and how is that benefiting you?** Because of the email/text options we are able to follow up easily with quotes and cancellation reminders so therefore turning a high percentage of quotes into policys and cancellations into reinstatements. Jenesis provides a management system to organize every quote and policy. We are able to be file and paper free with Jenesis in our agency and can easily access the files for servicing our customers new and old. We have a team ready to help us with any tech issue we may have with Jenesis during our business hours. Jenesis helps us to have 3 different locations with seamless communication for agents in all different locations. ### 30. Jenesis Insurance Agency management system is the most streamlined, easy system we have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Ease of use Upgrades constantly implemented Excellent Customer Support Extremely competitive (very affordable) **What do you dislike about Jenesis?** Honestly, not too many downsides. Any time we recommend a change (no system is perfect), Jenesis always takes a strong approach and tries to best implement the requested changes to constantly improve on an already incredible program. **What problems is Jenesis solving and how is that benefiting you?** I have been in business for 20+ years and knew our older system was archaic. When we switched to Jenesis, our entire management platform was monumentally improved. Jenesis also has very strong support and they constantly make changes/improvements based on live data/feedback. This is an incredible company. The ease of "dropping" Files/emails into their systems is incredible. The note section is also very easy to use. The entire layout can be streamlined by user, making each user compfortable with their own work flow, yet the system still works perfectly for the entire agency. ALL of my staff absolutely loves this program/company. **Official Response from Kaylee Spangler:** > Wow, Dennis, thank you for your review! We greatly appreciate your feedback on Jenesis Software. We're so glad that Jenesis is easy to use for your agency and our Customer Support is helpful. We're always looking for ways to improve for customers like you. Thank you for being a part of the Jenesis family! ### 31. I love the platform, and Gia my trainer was awesome, very helpful and fun, we had a good time. **Rating:** 5.0/5.0 stars **Reviewed by:** Mike N. | Commercial Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Jenesis?** The ease of learning the platform, the itegration with other daily software I use, and the knowledgable and friendly staff are alway willing to answer questions and help. **What do you dislike about Jenesis?** Being newer to Jenesis I haven't really found anything I don't like. **What problems is Jenesis solving and how is that benefiting you?** I needed an AMS and Jenesis is the answer I've been looking for. **Official Response from Kaylee Spangler:** > Mike, thank you for your kind words. We can't tell how much we appreciate knowing how Jenesis Software helps your business. Welcome to the Jenesis family! ### 32. Great Option! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Jenesis?** I love the ease of use and the friendliess and quickness of tech support. We use it daily in all of our offices to keep us connected. **What do you dislike about Jenesis?** The only downside is that there have been some macro errors that randomly pop up, but tech support is there to help if needed! **What problems is Jenesis solving and how is that benefiting you?** It keeps all of our offices connected to all of our clients, so we are able to work from anywhere and not *just* service the clients from our area. **Official Response from Kaylee Spangler:** > Thank you for your review! We're so glad the ease of use and customer support has been so helpful for your agency. Thank you for being in the Jenesis family! ### 33. Useful and practice app **Rating:** 5.0/5.0 stars **Reviewed by:** Maria Camila R. | Brand Ambassador, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2023 **What do you like best about Jenesis?** You can save a contact/ send an email marketing/paying a policy/saved credit card numbers for the future payments/to measure opening statistics (newsletter/information)/To have a report for every contact and big data (with different filters), among others. Amazing and useful application. There, you can find every detail that you need for your company. In my case, I work with a insurance company, and I could combine CRM (Big Data)/Payments/ Credit score/EmailMarketing/ and to retain my customers and prospects with different strategies that the system support. **What do you dislike about Jenesis?** Maybe, if you need to add another important information you just can use a NOTE. the system doesn´t permit to add another aspect or scale of value. For example in source of contact. You have 3o r 4 options. In my case, I needed to add the name of the companies that the contact came for us. **What problems is Jenesis solving and how is that benefiting you?** For example, we had a problem with some functions, in terms of payments/policies. Laura & Gia (trainers on the system) gave us all the support in the platform and we resolved all our questions. **Official Response from Kaylee Spangler:** > We, here at Jenesis, are really proud of our Training Team! They're truly one of a kind. We are so glad you are happy with Jenesis Software, Maria! ### 34. Jenesis is the ONLY AMS to consider **Rating:** 5.0/5.0 stars **Reviewed by:** Laura S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Jenesis?** Jenesis is easy to use and customize to our agencies specific needs. The Team at Jenesis is always willing to listen and are willing to help with any and all concerns or needs. In my opinion, there is no other system to consider as Jenesis has literally thought of it all. **What do you dislike about Jenesis?** Nothing! The only other thing they could have done was to completely set up for our office. If there is something I dislike, I share with team and they will work on updating and correcting if they can! **What problems is Jenesis solving and how is that benefiting you?** Jenesis helps us with client and policy manangement, including client communications all in one convenient location. It is truly a one stop resource for agencies everywhere. ### 35. Jenesis Gets It Done **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** being able to send a quick message to get help and getting an answer right away **What do you dislike about Jenesis?** the notes should be spread out by months rather than all one bulk **What problems is Jenesis solving and how is that benefiting you?** being able to print out acord forms, being able to text clients (without needing to use my actual cell) and really convenient to keep my clients organized **Official Response from Kaylee Spangler:** > Thank you so much for your review! ### 36. Great System for us as a small, scratch agency **Rating:** 4.0/5.0 stars **Reviewed by:** Ellie H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Jenesis?** The system is very easy to use and pretty self explanatory. The few times I've had to call in for help, I get someone almost immediately (usually Benny, haha) and they're able to help resolve issues right there or get a ticket in and within a day or so, I have a resolution. **What do you dislike about Jenesis?** Jenesis Now isn't the most visually appealing, and I think that can be a hindrance in performing work effectively sometimes. I'd also love to have the ability to use the acord forms that are within the system without having to link to a client. I would also love to have the ability to link my Google calendar into the system, right now I have to manually enter in everything again so I don't. **What problems is Jenesis solving and how is that benefiting you?** Jenesis Now is tracking all of our clients data and info regarding them personally and their policy. It's a great way to keep track of policy changes and upcoming renewals. It's also a great way to track To-Dos. **Official Response from Kaylee Spangler:** > Thank you for your kind words Ellie! We strive to make Jenesis the most user friendly and efficient AMS system on the market. We strive to make Jenesis better so thank you for your feedback! ### 37. Thank you, Jenesis! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Jenesis?** Jenesis Software is by far the best Agency Management System I've found. I looked high and low for options that were user friendly, thorough and affordable. Jenesis checked all of my boxes and provided premier customer service. **What do you dislike about Jenesis?** Nothing! Everything is great so far..... **What problems is Jenesis solving and how is that benefiting you?** Policy Management, Client communications, Prioritizing tasks, Financial Reporting- all of these things are important to any Agency and Jenesis allows me to control everthing in one place. **Official Response from Kaylee Spangler:** > Thank you for the kind review, Kristen! We're so glad Jenesis Software is user friendly and affordable for your agency. ### 38. New Insurance Agency Software For Us:) **Rating:** 5.0/5.0 stars **Reviewed by:** Kassandra P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Jenesis is so much easier to use and Navigate compared to our prior system, I absolutely love it. I personally integrated our old data, and enjoyed learning the new system. **What do you dislike about Jenesis?** The only complaint I have about Jenesis is the lack of ability to log claims in the system, however you can upload files so tracking them is something you can do, it is just a different process. **What problems is Jenesis solving and how is that benefiting you?** Jenesis has constantly been proactive with any issues we have had with the new implementation, their customer service and training is excellent. We could not ask for a better system of support. **Official Response from Kaylee Spangler:** > Kassandra, thank you for your review! We're glad that Jenesis Software is easy to navigate for your agency. We also appreciate knowing how we can improve Jenesis Software for agencies like yours. Thank you for being a part of the Jenesis family! ### 39. Jenesis Software Review **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer C. | Assistant Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2022 **What do you like best about Jenesis?** I like the ease of use for managing clients in one easy location. This allows us to quickly view and help clients with all their insurance needs. The system is easy to navigate. **What do you dislike about Jenesis?** The only thing I might change is more color options for the tabs. I like to color-code stuff although is not necessary just my preference. **Recommendations to others considering Jenesis:** I think it is a great system for any Insurance Agency to easily manage clients and policies. **What problems is Jenesis solving and how is that benefiting you?** Jenesis has helped keep all clients' information in one location which allows me to better keep up with clients' needs. **Official Response from Kaylee Spangler:** > Thank you for the kind review, Jennifer! We rely heavily on your input and feedback on our product and are glad you are apart of the Jenesis family! ### 40. Jenesis is easy, actually fun ! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina L. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Love how easy it is to scan in documents, emails and texts are great. we have a lot to enter still but we are all working on it and on the program every day. So glad we have Jenesis, Soon we will be paperless! Love all the suppoert we have as well all the Jenesis employees are amazing. **What do you dislike about Jenesis?** I wish we had text notifications. I also would like it to be easier to merge cause we do have a lot of duplicates. Other then that LOVE jenesis . **What problems is Jenesis solving and how is that benefiting you?** soon we will be paperless!!! **Official Response from Kaylee Spangler:** > Thank you, Kristina, for your review! We're glad that Jenesis Software features are helpful in your business. Our Customer Support is always available and willing to listen. Welcome to the Jenesis family! ### 41. Jenesis is awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Laura D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** I like that Jesenis keeps up with payments and changes made on policies and what users make changes and keeps it organized. **What do you dislike about Jenesis?** Downsides for jenesis right now are, just not being able to J-Link because of the new set ups with-in companies requiring us to use two step verifications. **What problems is Jenesis solving and how is that benefiting you?** I can call any of the team at jenesis and they are always friendly and helpful. I love that they are Keeping up with security and letting the users know when they will be down and getting a quick response from the team. **Official Response from Kaylee Spangler:** > Laura, thank you so much for your review and the awesome score! We appreciate you being a part of the Jenesis family! ### 42. Jenesis Software has made insurance quoting and policy servicing a lot easier **Rating:** 5.0/5.0 stars **Reviewed by:** Suellen G. | Independent Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2017 **What do you like best about Jenesis?** Jenesis has come a long way from when I first started using them. Definitely a 10. When you have an issue, their customer service is right there for you. **What do you dislike about Jenesis?** There is nothing about Jenesis that I don't like. If you have issues you just pick up phone and call. **What problems is Jenesis solving and how is that benefiting you?** We've resdently switch from Jenesis Classic to JenesisNow. There are a few differences but you just pick up the phone and give them a call and they will going in and fix or correct the issue. ### 43. Great products and great people. **Rating:** 5.0/5.0 stars **Reviewed by:** A. Drane W. | Sales Director of Carriage Risk Management and Carriage Insurance Agencies, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Just super helpful and legit care about you being able to use the products as they are meant to be. Great people to deal with though. Jenesis appears to be way less priced than their larger competitors. **What do you dislike about Jenesis?** All technology has downsides and Jenesis works with outside vendors that sometimes makes mistakes are are somewhat not within Jenesis ability to correct themselves/ quickly. **What problems is Jenesis solving and how is that benefiting you?** Keeping all our clients and client activity is one safe and secure location. Paper files are a thing of the past! **Official Response from Kaylee Spangler:** > Thank you for the kind review! We rely heavily on your input and feedback on our product and are glad you are apart of the Jenesis family! ### 44. Grateful for all the assistance we get from all the staff. **Rating:** 5.0/5.0 stars **Reviewed by:** vicki m. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** We love the management system, love especially the time and date stamp . Believe me, it has come in handy in referring back to conversations with customers. **What do you dislike about Jenesis?** I don't have any dislikes . At anytime we have had a problem, the tech guys are right on top of it and we are grateful . **What problems is Jenesis solving and how is that benefiting you?** As far as I am aware , we are not having any problems, thanks to the system, we are able to update customer information with the downloads. Love that **Official Response from Kaylee Spangler:** > Thank you, Vicki, for your review! We're glad Jenesis Software has features like the time and date stamp that help your agency. Welcome to the Jenesis family! ### 45. 3 years later, I still say 'wow. it can do that?' **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2023 **What do you like best about Jenesis?** This program gives us everything we could possibly ask for in a customer management database. There are some features I've never even used. And a HUGE shoutout to the live support chat techs. They rock! They are always super quick and helpful. They jump on my chats most times within 30 seconds. I’ve worked with several techs many times and I’ve never stumped them with an issue or question. **What do you dislike about Jenesis?** The only thing I would like to change is the ability to resize the fonts, which would allow me to reduce the overall window size. It covers a little too much real estate for me. But that's just personal preference. And as added proof of their tech support, I mentioned this to a tech, and they're investigating the option. **What problems is Jenesis solving and how is that benefiting you?** I can search multiple data points to find customers and their data. There are multiple reports available that cover any trends or data points we need to track. ### 46. Jenesis is easy to use, and the staff are very helpful should problems arise. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Jenesis?** My favorite part about Jenesis is the organization and the ease of use of their software. I also really appreciate their willingness to get to the bottom of an issue and get it solved immediately if need be. **What do you dislike about Jenesis?** The only thing I dislike about Jenesis is that when we upgraded to the new version, we lost the rater in quote control. It did make the quoting process a little more tedious. **What problems is Jenesis solving and how is that benefiting you?** Jenesis is helping us to keep all of our client's information organized and is easily accessible. Making changes is a piece of cake, and we don't have to save changes when a customer is calling in to quote something without actually making the change. **Official Response from Kaylee Spangler:** > Thank you for your kind words! We're always happy to know how Jenesis helps agencies. We're glad to know that Jenesis is easy to use and how our Customer Support is always willing to solve any problems. We want to continue to be the best agency management system for you and your agency! ### 47. Awesome System **Rating:** 5.0/5.0 stars **Reviewed by:** Carol S. | Owner Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2023 **What do you like best about Jenesis?** Organization of clients and ability to load files to clients notes. The clients love the texts/emails for their birthdays. The suspense notes are good follow ups as well. **What do you dislike about Jenesis?** Some of the companies are not compatible yet with the system. Also would love to have commercial companies compatible as well and the ability to add finance companies. **What problems is Jenesis solving and how is that benefiting you?** Better work flow in office and time management of employees. Love acord forms access alson **Official Response from Kaylee Spangler:** > Thank you, Carol, for your review! We love knowing how Jenesis Software is helping your agency as well things we can improve on, such as company capability. Welcome to the Jenesis family! ### 48. Jenesis helps me stay organized and keep track of all my clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Hunter C. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Jenesis has alot of features that you can utilize to make yourself more productive, my personal favorite is that you can upload files to clients profiles. Saves paper, saves time! **What do you dislike about Jenesis?** Jenesis has alot of features and sometimes you can get lost in it all, I think if jenesis had a program for teaching how to use their softwares full potential it would be very beneficial! **What problems is Jenesis solving and how is that benefiting you?** I can keep track of my clients, their policies, they're payments and much more. Jenesis even has a way to do quick quotes which I'm trying to learn! All in all it has made my work days as an insurance agent easier. **Official Response from Kaylee Spangler:** > Thank you, Hunter, for your kind words! We're glad that Jenesis helps your agency by the file upload feature and makes you more productive at your agency. If you ever feel lost, don't be afraid to contact our Customer Support, they're always there for any kind of help. Thank you for being a part of the Jenesis family! ### 49. My experience with Jenesis so far has been great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** I like that we are constantly checked in on to see how we are liking Jenesis & if there is anything we need help with. I also like the youtube video tutorials, it has made the set up process easier. **What do you dislike about Jenesis?** I wish it was more tailored to Insurance Associations - not just agencies. I also wish that we were able to set it up the way that we want, so it was more tailored to our preferences. **What problems is Jenesis solving and how is that benefiting you?** Jenesis is helping me stay more organized. We write a lot of different types of insurance policies and jenesis has helped me keep all of my policies in one place. **Official Response from Kaylee Spangler:** > Thank you so much for your review! We're so glad Jenesis Software is helpful to you and your agency. We're always looking to improve Jenesis so thank you for your feedback on Insurance Associations. Thank you for being a part of the Jenesis family! ### 50. Jenesis understands insurance and is willing to listen and help insurance agencies thrive. **Rating:** 4.5/5.0 stars **Reviewed by:** Jason B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** If you have an issue, you can call Jenesis, talk with a person and get the issue resolved. **What do you dislike about Jenesis?** this is petty but....If you are in a receipt and the customer wants a emailed receipt, you have to go to the main screen to verify their email. **What problems is Jenesis solving and how is that benefiting you?** Jenesis is a system that we use all day for almost every transaction from taking payments to quoting to record keeping and beyond **Official Response from Kaylee Spangler:** > Thank you, Jason, for the kind review! We're glad that Jenesis' customer support is there for your business. 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