--- 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: '2026-08-07' 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. Excellent Customer Data Software! Couldn't function without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2023 **What do you like best about Jenesis?** The calendar and suspenses are very helpful. Notes! I leave lost of notes. Ease of scanning documents is wonderful! Jenesis customer service is excellent. **What do you dislike about Jenesis?** I wish we could click the client's names in Suspenses to access their files. **What problems is Jenesis solving and how is that benefiting you?** All information and document is one easy to access place. All agents can access other's client information and files. Also LOVE the access to Acord forms. That makes my life easier!! **Official Response from Kaylee Spangler:** > Leslie, thank you for your review! We're so glad that Jenesis Software has features like suspenses and notes is helpful to you. Thank you for being a part of the Jenesis family! ### 2. Thorough, insightful, and professional from beginning to end **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?** We recently migrated our insurance agency website to Jenesis. The process and implementation have exceeded all our expectations. Jenesis staff are incredibly quick to respond, and are easy to contact and talk to. Phil is a cut above and went way above and beyond in getting our new website up and running. **What do you dislike about Jenesis?** I can honestly say, there is nothing I dislike about Jensis. **What problems is Jenesis solving and how is that benefiting you?** Jenesis has maintained the continuity of the Agency Advangate product they took on and improved upon it. In our recent migration of our agecy website, they were able to address and tailor design features which our previous host company was unable to do. **Official Response from Kaylee Spangler:** > Wow, thank you for your review! We're glad to know that Jenesis is meeting your needs of your business. Welcome to the Jenesis family! ### 3. Exceptional Support **Rating:** 4.0/5.0 stars **Reviewed by:** David T. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Flexibilty in requesting changes is nice. Jenesis is willing to make updates based on customer feedback. **What do you dislike about Jenesis?** The search functionality on the main page is limited. If I seach for "Jones" and there are multiple "Tom Jones" I have to keep typing the search info in again and again until I locate the correct "Tom Jones". **What problems is Jenesis solving and how is that benefiting you?** Updated existing CSR to access more features and reporting capabilities. **Official Response from Kaylee Spangler:** > Thank you, David, for the review! We're so glad that you find Jenesis Software's Customer Support so helpful. We definitely appreciate your feedback and strive to make Jenesis Software the best it can be! ### 4. Always satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** KIMBERLY C. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Jenesis is the best management system. All our companies work well with the system and any time we need help, they get on it. Problems solved immediately! **What do you dislike about Jenesis?** I have no complaints, none! Any issues are always solved quickly so ther is nothing ever outstanding! **What problems is Jenesis solving and how is that benefiting you?** Jenesis allows us to operate at a faster pace, with everything listed in one place we can quickly find accounts. **Official Response from Kaylee Spangler:** > Thank you for your review, Kimberly! We can't tell you how much we appreciate knowing how Jenesis Software has helped your agency. Welcome to the Jenesis family! ### 5. Jenesis is a great asset to our agency! **Rating:** 5.0/5.0 stars **Reviewed by:** Erica R. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** I love that Jenesis allows our agency to be paperless. Jenesis seamlessly connects our 6 office locations. **What do you dislike about Jenesis?** I wish that we were able to make the move to Jenesis Now so that we could be web based. We are close to the switch though. **What problems is Jenesis solving and how is that benefiting you?** Working to make sure all reports are available on Jenesis Now so that we can make the switch. **Official Response from Kaylee Spangler:** > Erica, thank your for your kind review! We're so glad that Jenesis helped connect your office locations. Welcome to the Jenesis family! ### 6. Great Software for Insurance Needs! **Rating:** 4.5/5.0 stars **Reviewed by:** DEVIN P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Jenesis?** I have been using Jenesis for about four years, and I think it was the most accessible software to learn when I first started in insurance! It has been an easy and seamless experience! **What do you dislike about Jenesis?** I wouldn't say I dislike the Jenesis program, but the only issue I have encountered was that the j-links no longer work, but that is more of a browser/ company issue than a software issue. **What problems is Jenesis solving and how is that benefiting you?** They have updated the software quite a bit, but I have not had any issues that affected me personally. ### 7. Great Program **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Jenesis?** The ease of use, easy access to customer info/images. I love the quote control function, its saves me alot of time when dealing with multiple companies. Support staff is always helpful. **What do you dislike about Jenesis?** Minor glitches that are sometimes an inconvience. Freezing ends, locking up, quote control errors. As big as an inconvience these things are support staff is always helpful and usually has it resolved rather quickly. **What problems is Jenesis solving and how is that benefiting you?** Quote control is my biggest problem solver right now, it allows me to work more efficently as an agent, while saving my self and the customer important time! **Official Response from Kaylee Spangler:** > Thank you! We're glad that Jenesis Software allows you to work more efficiently as an agent. We also strive to continue to be better. Thank you for all your feedback! ### 8. Has been a staple in our office since 1994. **Rating:** 5.0/5.0 stars **Reviewed by:** Mark H. | President/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Tech support is always very helpful and understanding, way to go Andy and Eric. **What do you dislike about Jenesis?** Can't say there is a downside to using Jenesis, the downside would be that if we didn't have Jenesis. **What problems is Jenesis solving and how is that benefiting you?** So so many don't even know where to start. Let's just say the Jenesis program is make the agency run smooth. **Official Response from Kaylee Spangler:** > Thank you, Mark, for your review! We're so grateful to have a loyal customer like yourself. We're always striving to improve on Jenesis so agencies like yours can thrive. Thank you for being a part of the Jenesis family for so long! ### 9. Great Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Johnathon J. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2023 **What do you like best about Jenesis?** It's easy to use and all in one neat pllace. **What do you dislike about Jenesis?** A bit tricky to navigate, but once you get it, it's easy. **What problems is Jenesis solving and how is that benefiting you?** Helps with being orgianized **Official Response from Kaylee Spangler:** > Thank you, Johnathon! We greatly appreciate your kind words! ### 10. Fantastic experience, works well, workflows generate perfect! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Customer service is top notch! I get a respone to my emails within minutes. Any changes we have requested are looked into almost immediately! **What do you dislike about Jenesis?** I would like to see a virtual printer added. **What problems is Jenesis solving and how is that benefiting you?** We have streamlined adding our clients, drip campaigns, policy updates... everything is so easy to access and updated! **Official Response from Kaylee Spangler:** > Thank you for your review, Ashley! We're so glad that Jenesis Software and our customer service is helpful to your agency! ### 11. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** It is to keep all the documents for a file in one place. **What do you dislike about Jenesis?** Not a negative - there are just so many functions that I don't know how to use! **What problems is Jenesis solving and how is that benefiting you?** Organization of files, easy to look up clients, great for taking notes **Official Response from Kaylee Spangler:** > Thank you, Kelly, for your review! We're so glad that Jenesis is helpful for your business. If you ever feel lost on the functions, feel free to contact our Customer Support Team that will help you with anything! Thank you for being in the Jenesis family. ### 12. Keep It Simple - JenesisNow Makes Life Easy **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?** JenesisNow makes everything easy and allows you to access the system anytime, and anywhere. Phone, tablet, or computer, you never will be without your agency data. **What do you dislike about Jenesis?** There are not many dislikes. Sometimes when updates are made to the system, it can cause a little confusion, but is always easy to adapt to and typically is better. **What problems is Jenesis solving and how is that benefiting you?** Solving the clutter of paper files, switching to digital and selecting Jenesis became a no brainer immediately. Increases productivity and permorance. Also integrates. **Official Response from Kaylee Spangler:** > Thank you for your review! We're so glad that you find Jenesis Software easy to navigate and appreciate our device capabilities. We're glad these feature can be helpful to your agency. Thank you for being a part of the Jenesis family! ### 13. EASY TO NAVIGATE **Rating:** 5.0/5.0 stars **Reviewed by:** YADIRA A. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Easy access to customer information and policies. **What do you dislike about Jenesis?** I think that the automatic downloads should process after clocking in as it sometimes freezes as we are clocking in and makes us look like we clocked in late. **What problems is Jenesis solving and how is that benefiting you?** Managing clients, payment, policy information. **Official Response from Kaylee Spangler:** > Thank you, Yadira, for your kind words! We're always glad to know how Jenesis is working for businesses. We love knowing what to improve on. Thank you for joining the Jenesis family! ### 14. Client Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** LUVIA B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** How easy is to communicate with clients via text/email and find all their file information easily. **What do you dislike about Jenesis?** I would say the scanning into a policy sometimes struggles and freezes up constantly. **What problems is Jenesis solving and how is that benefiting you?** Keeping track of all client data. **Official Response from Kaylee Spangler:** > Luvia, thank you for your kind words! We're so glad knowing how Jenesis Software has helped your business as well as things we can improve on. Welcome to the Jenesis family! ### 15. Great Customer Care **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Every team memeber is always helpful and service is quick and easy! **What do you dislike about Jenesis?** I would like more access to online assistance **What problems is Jenesis solving and how is that benefiting you?** Helping to keep all data in one easy to manage place **Official Response from Kaylee Spangler:** > We're glad that the Jenesis team is so helpful to your agency. We also love knowing how we can improve Jenesis for businesses like yours. Jennifer, thank you for your review! ### 16. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica K. | Independent Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Jenesis?** User friendly regardless the size of your agency and all the features are great!Texting, emailing and all the other transactions between the clients and companies are FANTASTIC! **What do you dislike about Jenesis?** There is nothing that I dislike about Jenesis **What problems is Jenesis solving and how is that benefiting you?** When I have problems which are really just learning curves for me from going to desktop to cloud version I can Chat online or watch a YouTube video that usually answers my questions. **Official Response from Kaylee Spangler:** > Thank you for the kind review, Jessica! So glad the videos are helping and you are loving the product! ### 17. Jenesis Rocks!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Christian R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Jenesis?** There's not much not to like about Jenesis. Our agency would be lost entirely without Jenesis Software. Easy to navigate, and all the staff are accommodating and kind. **What do you dislike about Jenesis?** The only downfall with Jenesis Now would be that we can no longer print endorsement forms for our insureds to sign when making policy changes. **What problems is Jenesis solving and how is that benefiting you?** Jenesis is working to make the endorsement process easier as far as documents are concerned ### 18. Great software **Rating:** 5.0/5.0 stars **Reviewed by:** Oscar Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** No issues so far great software and great staff **What do you dislike about Jenesis?** Nothing so far works very well don't really have any bad things to say **What problems is Jenesis solving and how is that benefiting you?** Maintaining the database of my clients information **Official Response from Kaylee Spangler:** > Oscar, thank you for your review! We are very proud of our staff here as they work to make Jenesis Software the best management system for you and your agency. Thank you for being a part of the Jenesis family! ### 19. PLEASANT AND PROFESSIONAL **Rating:** 5.0/5.0 stars **Reviewed by:** Chris T. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** USER FRIENDLY, GIVES YOU WHAT YOU NEED . **What do you dislike about Jenesis?** SLIGHTLY DATED , SOMETIMES TO MANY INFORMATION SLOTS **What problems is Jenesis solving and how is that benefiting you?** HELPS WITH CUSTOMER MANAGEMENT. KIND OF LIKE HAVING A PERSONAL ASSISTANT **Official Response from Kaylee Spangler:** > Thank you, Chris, for your review! We're glad that Jenesis Software is user friendly and helps with customer management. Welcome to the Jenesis family! ### 20. Jenesis has made the agent experience great! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2023 **What do you like best about Jenesis?** The ease of use and the customer support offered by Jenesis. **What do you dislike about Jenesis?** After 3 months of use I have not found any cons with using Jenesis Software. **What problems is Jenesis solving and how is that benefiting you?** They have made everything effortless, from policy management to click-and-go applications and being able to communicate with my clients. **Official Response from Kaylee Spangler:** > Thank you for your review, Michael! We're so glad Jenesis Software is easy for your agency to use and our Customer Support is so helpful. Thank you for being a part of the Jenesis family! ### 21. Converted from Agency Advantage system to Jenesisnow a year ago - not regrets! Very Pleased!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Chad J. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Easily downloads carrier date to system without much enteraction from agency. **What do you dislike about Jenesis?** shoes too many Prior Versions on policy screen. **What problems is Jenesis solving and how is that benefiting you?** Ease of download intergration. **Official Response from Kaylee Spangler:** > Chad, thank you for your review! We're so glad Jenesis Software has helped your agency with downloads. Thank you for being a part of the Jenesis family! ### 22. More for your money! **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffanie R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Jenesis?** They respond quickly, they have tons of videos to help you learn, they are always willing too hear if you have suggestions **What do you dislike about Jenesis?** The only thing I wish was that there was a way to upload docs into customer profiles directly from email **What problems is Jenesis solving and how is that benefiting you?** I can track all info for clients in one place as well as complete applications. ### 23. I recommend to anyone in the insurance industry! **Rating:** 5.0/5.0 stars **Reviewed by:** Rosie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** I love how friendly and personable everyone at Jenesis is with me and my staff. The customer service is not only amazing, but so are all the products Jenesis offers. I highly recommend them to anyone. **What do you dislike about Jenesis?** I honestly can't think of anything bad to say. **What problems is Jenesis solving and how is that benefiting you?** Helping us manage all our insureds under one management system. **Official Response from Kaylee Spangler:** > Thank you, Rosie, for your kind words! We love knowing how Jenesis Software benefits agencies like yours. We are glad to know that Jenesis' customer service is helpful to you and your agency! ### 24. I am thankful for the quick response i get when i email or call. **Rating:** 4.0/5.0 stars **Reviewed by:** Karen B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** The people there are very helpful and willing to respond quickly. Questions problems are handled with care and a good sence of ergency. **What do you dislike about Jenesis?** So far to date I have not found an issue work complaing about. **What problems is Jenesis solving and how is that benefiting you?** The Jenesis team is alway helpful when I email or call they are quick to respond. **Official Response from Kaylee Spangler:** > Thank you, Karen for your kind review! We love knowing how Jenesis Software helps your business. We will always be available for support. Welcome to the Jenesis family! ### 25. Very nice management system **Rating:** 5.0/5.0 stars **Reviewed by:** Liza M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** I love how easy it is to find things and the staff at Jenesis are very helpful and friendly! **What do you dislike about Jenesis?** Some of the things coming from the downloads do not come through **What problems is Jenesis solving and how is that benefiting you?** They are on top of updating their systems to fit the needs of all! **Official Response from Kaylee Spangler:** > Thank you, Liza for your kind words! We're glad that Jenesis Software is helpful and user friendly for your business. Welcome to the Jenesis family! ### 26. Very limited **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Jenesis?** I am new and it's has been easy to understand. **What do you dislike about Jenesis?** I haven't not had the most experience so I can't speak in what I dislike. **What problems is Jenesis solving and how is that benefiting you?** To new to really understand. Makes things easy when it comes to tracking policies **Official Response from Kaylee Spangler:** > Thank you so much! We're happy that Jenesis Software is easy for you to accomplish your goals. ### 27. Great Softward. Excellent service. **Rating:** 4.0/5.0 stars **Reviewed by:** Jared F. | Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2023 **What do you like best about Jenesis?** Accuracy and ease of use. My office is much more efficient since we started using Jenesis. **What do you dislike about Jenesis?** There are some minor features that could be improved. **What problems is Jenesis solving and how is that benefiting you?** Accuracy **Official Response from Kaylee Spangler:** > Jared, thank you for your review! We're always glad to know how Jenesis works for agencies. We will continue to be the best agency management system for you and your agency! ### 28. Jenesis is a Must-Have **Rating:** 4.5/5.0 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?** Jenesis provides a broad range of tools to better communicate and keep up with day to day operations. Love the simply layouts and the peronalization options. **What do you dislike about Jenesis?** My dislikes are very minor. I would like the option to store more than 1 credit card deatils as many of out customers have more than one. **What problems is Jenesis solving and how is that benefiting you?** Jenesis keeps track of all essential and useful information to ensure that I can assist any client in an efficient and promt manor. **Official Response from Kaylee Spangler:** > Thank you for your kind words! We're glad to know that Jenesis Software offers tools of communication and helpful options for your agency. Welcome to the Jenesis family! ### 29. Agency Owner **Rating:** 5.0/5.0 stars **Reviewed by:** Erica M. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Great service with quick responses to any questions, along with reasonable cost for an amazing product. **What do you dislike about Jenesis?** Jenesis works great for our small agency I do not have dislikes about Jenesis. **What problems is Jenesis solving and how is that benefiting you?** Client management system very user friendly and intuitive. ### 30. Very helpful **Rating:** 4.5/5.0 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?** Helps keep everything in order and helps me to navigate from customer to customer with quickness. **What do you dislike about Jenesis?** Well endorsements seem to struggle sometimes and not always does the rater work great while using quote control. **What problems is Jenesis solving and how is that benefiting you?** No problems currently :) **Official Response from Kaylee Spangler:** > Thank you for your review! We're always happy to know how Jenesis Software is helping agencies like yours as well as improving on our system. Thank you for being a part of the Jenesis family! ### 31. Management with ease. **Rating:** 5.0/5.0 stars **Reviewed by:** Mike D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Jenesis?** I have used Jenesis for over 20 years in my agency and it meets the management needs of my agency with ease. **What do you dislike about Jenesis?** There is not anything I dislike about Jenesis. **What problems is Jenesis solving and how is that benefiting you?** Scanning, daily calender, customer profiles and accounting. **Official Response from Kaylee Spangler:** > Thank you for your kind review! We are so appreciative of you for being a loyal client of ours for so long! ### 32. Charity Jenesis Review **Rating:** 4.5/5.0 stars **Reviewed by:** charity b. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2023 **What do you like best about Jenesis?** Great Customer Service Support and easy to navigate through **What do you dislike about Jenesis?** Too slow sometime when trying to get into a customers account **What problems is Jenesis solving and how is that benefiting you?** none at the moment ### 33. Jenesis system **Rating:** 4.5/5.0 stars **Reviewed by:** Judy C. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** Easy steps to learning the system. Tech always available to help **What do you dislike about Jenesis?** The certificate space, it doesn't just add that certificate to the line for the client **What problems is Jenesis solving and how is that benefiting you?** The signature line doesn't follow on all apps or certificates **Official Response from Kaylee Spangler:** > Judy, thank you for review. We're always glad to know how Jenesis is helping your agency as well what we can improve on. Welcome to the Jenesis family! ### 34. Jenesis **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Jenesis?** Jenesis is easy to navigate throughout and the customer service is quick to respond. **What do you dislike about Jenesis?** I have not had any issues using the program so far. **What problems is Jenesis solving and how is that benefiting you?** Jensis is helpful in obtaining client data quickly and efficiently. **Official Response from Kaylee Spangler:** > Thank you for the kind review! We're glad that our support team is always there to respond and efficient for your agency. ### 35. Insurance Agent **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Jenesis?** The convenience of everyday use and seeing who I have previously worked with **What do you dislike about Jenesis?** Sometimes glitches with images and trying to print from images. **What problems is Jenesis solving and how is that benefiting you?** Easy lookup of costumers and profiles **Official Response from Kaylee Spangler:** > Thank you, Lindsay, for your kind words! We're glad the Jenesis Software is convenient and makes it easy to track customer history. We also love knowing how to improve Jenesis Software for businesses like yours. Thank you for being a part of the Jenesis family! ### 36. Excellent Company! **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?** Easy to do business with and communication is wonderful. **What do you dislike about Jenesis?** There is nothing about them that I would change. **What problems is Jenesis solving and how is that benefiting you?** Keeiping up with all the accounts the insured have. **Official Response from Kaylee Spangler:** > Thank you kindly for your review! ### 37. Great System **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?** Very easy to use and plenty of way to search for customers. **What do you dislike about Jenesis?** Sometimes my saved to images button doesn't work. **What problems is Jenesis solving and how is that benefiting you?** Glitches in the system **Official Response from Kaylee Spangler:** > Thank you for your kind words! We're so glad that Jenesis Software is easy to use for your agency. We also want to improve Jenesis Software to make it the best system for you and your agency. Thank you for being a part of the Jenesis family! ### 38. Agent Review! **Rating:** 2.5/5.0 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?** The various methods that they have to find a policy. **What do you dislike about Jenesis?** Trying to do an endorsement or print certain documents most times locks up the whole system. **What problems is Jenesis solving and how is that benefiting you?** They are helping with the glitching when it comes to printing endorsements. It WILL benefit us because it will make doing those changes faster for us and for the customer. **Official Response from Kaylee Spangler:** > We thank you for your review of Jenesis! ### 39. Agent Review **Rating:** 4.0/5.0 stars **Reviewed by:** Terri K. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Jenesis?** The integration with companies and Wesign **What do you dislike about Jenesis?** It glitches when doing endorsements too often **What problems is Jenesis solving and how is that benefiting you?** When endorsements glitch **Official Response from Kaylee Spangler:** > Thank you, Terri! We greatly appreciate your review! We're glad to know Jenesis works for your agency and also what we can improve on. Welcome to the Jenesis family! ### 40. Overall, user friendly software **Rating:** 4.5/5.0 stars **Reviewed by:** Seung L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Jenesis?** It is easier to use than other software, and above all, it is incredibly fast and has excellent operational and adaptive capabilities. **What do you dislike about Jenesis?** There aren't many drawbacks, but if there are any, there are a few areas that could be improved. However, there are no significant inconveniences in using it. **What problems is Jenesis solving and how is that benefiting you?** Language support, client merging, renewal organizing sheet. **Official Response from Kaylee Spangler:** > Thank you, Seung, for your review! ### 41. Professional and friendly IT Support Team **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?** The IT Team is extremely professional, knowleadgeable and patient with our explanations. They resolve everything in just one phone call **What do you dislike about Jenesis?** There is nothing to dislike about Jenesis **What problems is Jenesis solving and how is that benefiting you?** I have never encountered a problem at all, but with a single phone call, my concern is resolved **Official Response from Kaylee Spangler:** > Thank you so much for your review! We're so glad that the Jenesis Customer Support Team was so helpful for you! Thank you for being a part of the Jenesis family! ### 42. Sales Agent & Jenesis Admin **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?** Simplified system and very user friendly **What do you dislike about Jenesis?** When new updates sometimes cause issues. **What problems is Jenesis solving and how is that benefiting you?** Jenesis works with us on updates and new features that will benefit our agency and help us be more productive. They take time to listen to our needs. **Official Response from Kaylee Spangler:** > Thank you kindly for your review! We're glad that Jenesis Software is user friendly and benefits your agency! ### 43. Very dependable software **Rating:** 5.0/5.0 stars **Reviewed by:** Crystal P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Jenesis?** Jenesis is very helpful because it is easy to use. If there is a problem, the Jenesis support team is always on top of things. They are very dependable and trustworthy. **What do you dislike about Jenesis?** The dislike I have about Jenesis is just a tiny problem with freezing. Overall the software is amazing. **What problems is Jenesis solving and how is that benefiting you?** Jenesis helps us keep everything very organized. They make taking payments very fast and effective. Clocking is expeditious. ### 44. I enjoy the organization that this software provides. **Rating:** 5.0/5.0 stars **Reviewed by:** Dolores G. | P & C Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2023 **What do you like best about Jenesis?** I love that Jenesis keeps everything organized, categorized, and that technical support is always available to help! **What do you dislike about Jenesis?** On the cloud version, what is a little inconvenient is that jenesis goes in and out at times. **What problems is Jenesis solving and how is that benefiting you?** Jenesis is helping us with getting organized to be able to process dowloads for our agency. ### 45. All policy/client info in one location **Rating:** 2.5/5.0 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?** All info in one location, and Youtube channel training videos. **What do you dislike about Jenesis?** none experienced so far after being introduced as a new agent. **What problems is Jenesis solving and how is that benefiting you?** N/A **Official Response from Kaylee Spangler:** > Thank you for your review! ### 46. Product & Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Jenesis?** They have the best customer service. Great IT help when needed. **What do you dislike about Jenesis?** It can sometimes be bumpy while learning the process. **What problems is Jenesis solving and how is that benefiting you?** contact and document **Official Response from Kaylee Spangler:** > Thank you so much for your review! We're so glad that the customer service is helpful! ### 47. Tech support is always the solution whenever I have an issue with Jenesis **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?** The platform is extremely user friendly! **What do you dislike about Jenesis?** Quotes cannot be retrieved by customers phone # **What problems is Jenesis solving and how is that benefiting you?** Can't think of anything currently. **Official Response from Kaylee Spangler:** > Thank you for your review! We are glad that Jenesis Software is user friendly for your business! Welcome to the Jenesis family! ### 48. Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew A. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2023 **What do you like best about Jenesis?** I highly recommend Jenesis Software for its affordability, ease of navigating, integrations, cloud-based, text and email features and knowledgable, easy working with trainers. Worth checking into for your agency needs. **What do you dislike about Jenesis?** Needs a button to allow adding companies, brokers and lines of business while entering new policy information. **What problems is Jenesis solving and how is that benefiting you?** Organizational, Integrational and Communication are the 3 biggest benefits within the Jenesis Software System ### 49. This software has been a huge game changer and everyone at my office. **Rating:** 5.0/5.0 stars **Reviewed by:** ANNA D. | INSURANCE AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2022 **What do you like best about Jenesis?** I wish we had gotten it sooner! Since getting Jenisis my productivity has increased exponentially. It's super easy to use and navigate, it has streamlined my work and activities into a much more manageable situation. I would absolutely recommend this to anyone in the industry. **What do you dislike about Jenesis?** I have not found a single thing to dislike at this time. **What problems is Jenesis solving and how is that benefiting you?** Time management. This software combines all the important things in one easy to use package, and again it is so easy to navigate. ### 50. Jenesis User for 14 Years **Rating:** 5.0/5.0 stars **Reviewed by:** Lloyd D. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Jenesis?** Ease of use of their system. The friendly and helpful support staff. **What do you dislike about Jenesis?** Jenesis Classic was stored on inhouse server. JenesisNow is now web based. **What problems is Jenesis solving and how is that benefiting you?** Any glitches in the system are handled right a way. ## 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=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A55%3A45+-0500&secure%5Bsession_id%5D=7cce3b5d-0060-43d1-831f-f788edff773a&secure%5Btoken%5D=fbeedc6d3943638426788673c807105b2c5f8fdddc1bbcab0c13658099f7bd4b&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 & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top Jenesis Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,778 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)