TrustRadius Insights
Jenesis has become an essential tool for insurance agencies to manage their daily activities effectively. Users find the software …
Overview
What is Jenesis?
Jenesis, a small software company in North Carolina, offers their Insurance Agency Management Software to support smaller agencies needing document and customer data management, payment management, and some marketing features.
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What is Jenesis?
Jenesis, a small software company in North Carolina, offers their Insurance Agency Management Software to support smaller agencies needing document and customer data management, payment management, and some marketing features.
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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What is Jenesis?
Jenesis Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Jenesis has become an essential tool for insurance agencies to manage their daily activities effectively. Users find the software incredibly easy to navigate, saving them valuable time. The software enables users to keep track of their clients' policies, including insured, quoted, and canceled clients, and updating policies is a simple and fast process.
By using Jenesis, agencies can go paperless, which leads to more efficient operations while managing client data, policy renewals, endorsements, and claims with ease. The system's suspense feature ensures no task or important information goes unnoticed by providing instant access to clients' data and pending tasks.
The software generates Acord forms on the management system, making it easier for agencies to communicate with clients regarding policy updates and endorsements using text features that have recorded increased response rates. With all files in one secure location on Jenesis cloud-based platform, audits are more manageable. Overall, the use of Jenesis has led to better customer service delivery across multiple locations, allowing businesses like oil companies to hedge risks associated with different commodities or products while significantly decreasing paper and toner usage.
User-friendly Interface: The software interface of Jenesis is very user-friendly, intuitive, and easy to navigate according to many reviewers. Several users have praised the customizable layout that allows for logical organization, making it effortless to find clients and policies quickly.
All-in-one Solution: Many users found the Jenesis software to be an all-in-one solution that keeps records of each client, making it easy to manage policies, limits, forms, and suspenses. They appreciate how straightforward the system is to use, with team members always ready to help them learn.
Exceptional Customer Service: Reviewers appreciated the exceptional customer service of Jenesis; they liked fast technical support and great problem-solving skills. Users also enjoyed online training and staff availability when answering questions or helping with any issues.
Difficult Configuration: Some users have found Jenesis difficult to configure, particularly the dashboard. They wished for more spaces to enter details about properties such as building improvements, fire alarms, and sprinklers. Some users were unable to input all their client's information at the initial set-up page.
Outdated User Interface: Several users felt that the user interface looked and felt outdated and wished for more color options for the tabs.
System Instability: Many users experienced system instability and issues that required updates, but updates often came with new system issues and bugs.
Based on user feedback, here are the three most common recommendations regarding Jenesis:
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Users suggest trying out Jenesis as it is easy to work with and offers all the necessary features for managing clients and policies in insurance agencies.
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To get a better understanding of the software, users recommend signing up for a demo where they can chat with patient representatives who don't pressure them. Additionally, users appreciate the great support provided by Jenesis.
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During the transition to Jenesis, users advise being patient as it may take some time to adjust, but they believe it is worth it. They highlight that Jenesis is a one-stop solution for insurance needs.
It's worth noting that while many users highly recommend Jenesis, there are also some who suggest considering alternatives or express satisfaction with other software solutions like Hawksoft for their specific requirements.