Jenesis Software
1 Review 5/5 ★ ★ ★ ★ ★Insurance agency management software for small to mid-sized businesses. Includes web-based JenesisNow and hosted JenesisClassic.
Product Overview
Jenesis Software offers tailored solutions for insurance agencies aiming to enhance their client management, marketing efforts, and policyholder relationships. With two distinct products, JenesisNow and JenesisClassic, agencies can choose the platform that best suits their operational style and needs.
JenesisNow provides a modern, web-based interface, while JenesisClassic caters to those preferring a hosted solution. Both versions support essential features such as prefilled ACORD forms, carrier downloads, comprehensive reporting, and integrations with comparative raters.
Pros
- Offers prefilled ACORD forms
- Web-based and hosted solutions available
- Integrates with QuickBooks
Cons
- Initial learning curve
- Some users report minor glitches
Target Market
Small to medium-sized insurance agencies dealing with a variety of insurance lines and requiring a system that can grow with their business.About Jenesis Software
Jenesis Software is an insurance agency management software that helps businesses manage clients, market to prospects, and build relationships with policyholders. Two product options are available: JenesisNow and JenesisClassic. The JenesisNow product is web-based, and JenesisClassic is hosted.
Features
Features in JenesisNow and JenesisClassic
- Prefilled ACORD Forms
- Carrier Downloads
- Reports
- Comparative Rater Integration
- Texting and Emailing
- Receipts and Payments
- Drip Marketing Campaigns
- Import Customers and Prospects
- Data Backups
Features Unique to JenesisClassic
- Accounting and QuickBooks Integration
- eSignature Integration
- Credit Card Integration
- InstaCheck
- Quote Control
- NC Rater
- Real-Time Carrier Logins
Video Overview
Product Overview
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User Reviews of Jenesis Software
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The nice thing about Jenesis is that it allows us to take care of our daily tasks and it’s affordable. You control the features you want. By having everything at our fingertips we are able to provide service to our customers more efficiently, so they spend less time in the office and more time doing the things they enjoy.
