--- title: Jenesis Reviews meta_title: 'Jenesis Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 155 reviews by the users' company size, role or industry to find out how Jenesis works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 155 scale: '5' date_modified: '2026-07-17' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # 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 to be incredibly **easy to use** , providing straightforward access to important customer information and policies. (12 reviews) - Users praise Jenesis for its **exceptional customer support** , consistently providing quick and effective assistance with a personal touch. (5 reviews) - Users value the **easy access to customer information** in Jenesis, enhancing efficiency and streamlining operations effectively. (5 reviews) - Users commend Jenesis for its **efficiency in client management** , streamlining workflows and enhancing overall productivity. (4 reviews) - Users commend the **exceptional ease of use** of Jenesis, significantly improving agency management tasks and streamlining operations. (4 reviews) - Users appreciate the **continuous improvement** of Jenesis, making management processes more efficient and effective. (3 reviews) - Policy Management (3 reviews) - Simple (3 reviews) - Features (2 reviews) - Users find Jenesis to be **super helpful** for sorting clients, with fast customer support and media uploading features. (2 reviews) **What users dislike:** - Users find **certificate management challenging** due to policy visibility issues and organizational inefficiencies in Jenesis. (4 reviews) - Users find **document management confusing** , facing challenges with uploads, downloads, and visibility of deleted policies. (2 reviews) - Users struggle with **email attachment issues** in Jenesis, finding the process clumsy and lacking crucial notifications. (2 reviews) - Users report **download issues** in Jenesis, leading to incorrect policy information and increased confusion in records. (1 reviews) - Users desire a **more flexible email integration** in Jenesis rather than an all-or-nothing approach for teams. (1 reviews) - Users experience **excessive clicking** when navigating through Jenesis, complicating the process of finding dependents and media attachments. (1 reviews) - Feature Issues (1 reviews) - Functionality Limitations (1 reviews) - Inconsistency (1 reviews) - Integration Issues (1 reviews) ## Jenesis Reviews ### 1. Great Tech/ Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2018 **What do you like best about Jenesis?** I love the live chat on the website. I have utilized that many times and they were able to assist me easily. The effort they put into developing the program to always improve and increase usability. They are open to discussing suggestions or user needs to improve user functionality. **What do you dislike about Jenesis?** Some of the features, particularly in the Commercial Lines, are not suited for the way we manage files and customer information. However, Jenesis is always working to improve on these. **What problems is Jenesis solving and how is that benefiting you?** Managing customer demographics, policy information. Everything is in one place. ### 2. Solid system, but not without issue **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2018 **What do you like best about Jenesis?** Ability to have comprehensive info in each customer file. Ability to use comparative rater for NC auto quotes. Email & text functions. Integration with SEP & InsureSign **What do you dislike about Jenesis?** System instability. Systems issues are resolved with updates, but updates usually come with new system issues & bugs. In the sake of fairness, our agency customer file is likely the largest that Jenesis handles, and thusly it seems that we experience issues first & issues that other users may not encounter. **What problems is Jenesis solving and how is that benefiting you?** Single point AMS ### 3. Jenesis is great **Rating:** 5.0/5.0 stars **Reviewed by:** Todd J. | Chairman, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2017 **What do you like best about Jenesis?** I have been a client since 1999 and wouldn't go anywhere else. Jenesis is a must for any retail insurance agency regardless of your size and regardless of the lines of business you write. **What do you dislike about Jenesis?** Nothing that I can think of at this time. **What problems is Jenesis solving and how is that benefiting you?** automation, reduction in staff ### 4. Jenesis agency management system **Rating:** 5.0/5.0 stars **Reviewed by:** Max F. | President, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2017 **What do you like best about Jenesis?** I have used Jenesis for the last 8+ years and highly recommend it. They have made and continue to make positive changes to their product. Most importantly, they listen to the users. **What do you dislike about Jenesis?** There have been lots of improvements over the years with the commercial integration and service but that is what I like least. **What problems is Jenesis solving and how is that benefiting you?** Keeps all of my customers information ### 5. Better management systems out there **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Jenesis?** No longer have them for our agency management system. Everything was very old school when we used them. Was not easy to streamline our products **What do you dislike about Jenesis?** Other than being able to make payments via the system there wasn't much I liked. **Recommendations to others considering Jenesis:** Currently use Hawksoft and they have everything we need and more. Have been very happy with them. Don't waste your time with Jenesis. **What problems is Jenesis solving and how is that benefiting you?** None ## Jenesis Discussions - [What is applied epic?](https://www.g2.com/discussions/what-is-applied-epic) - 1 comment - [View Jenesis pricing details and edition comparison](https://www.g2.com/products/jenesis/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+04%3A31%3A41+-0500&secure%5Bsession_id%5D=b0add37f-68cf-4e4b-98b9-8f8d71833cd6&secure%5Btoken%5D=69ee6c21d3b9797f33f280d1f50162eb5769c935a2193eac754502fde3d44537&format=llm_user) ## Jenesis Integrations - [Docusign](https://www.g2.com/products/docusign/reviews) - [Formstack](https://www.g2.com/products/formstack-llc-formstack/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Mailbox Power](https://www.g2.com/products/mailbox-power/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [Simply Easier Payments](https://www.g2.com/products/simply-easier-payments/reviews) - [TurboRater](https://www.g2.com/products/zywave-turborater/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [WeSignature](https://www.g2.com/products/wesignature/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Jenesis Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Jenesis Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,773 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (659 reviews)