Jenesis Reviews

I like that all my customer information is just a click away and I don’t have to search more than a few letters.

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.

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.

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.

I find dragging and dropping files in Jenesis to be clumsy and challenging, which can be quite frustrating when trying to attach files.

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.

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.

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.

.Support is the best! Andy and Eric always resolve my issue immediately with the utmost professionalism

I cannot think of any downsides to using Jenesis software

The software is easy to use and is always stable

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.

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.

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.

I enjoy how effortless it is to use, but mostly I enjoy that the service is so readily available.

I wish it had an instant messenger option. I would also like noise alerts for j-mail and calendar reminders.

I am able to easily see notes, files, receipts and future tasks all in one place making the entire "customer profile" easier to read.

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.

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.

I liked it all

Jenesis helps me track both customers and prospects effectively, with its web-based system providing easy and thorough usability.

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.

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.

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.

Jenesis is incredibly easy to use, and I really appreciate the variety of features it offers.

Up to this point, our office hasn't found anything to dislike about Jenesis.

There are a lot more fields available now for entering policy information.