Jenesis Software Erfahrungen

Great Value and Easy To Use

Kommentare: Absolutely fantastic. Easy to use and understand. The JenesisNow GUI is pleasant and customizable without being overly complex. I did not feel like I was needing to re-invent the wheel.

Vorteile:

The ability to store documents related to an individual policy is very important for our agency. We have a number of clients that have multiple properties and other solutions did not allow this feature. We can also "tag" each policy with its address and simply hover over the record to see which property the policy relates to. I also have to mention the ACORD forms are spectacular.

Nachteile:

New and renewal commissions reports are not available unless the underwriting company is downloading comp through IVANS. There is a work around with manual calculations but an automatic process would be better. However, my understanding is that this is in process and may be resolved in the next few months.

Jenesis Software will make your life easier

Kommentare: Excellent. Never had a problem or issue.

Vorteile:

Everything. From ease of use to the friendly, knowledgeable staff.

Nachteile:

Nothing. Jenesis is easier to use than Epic or AMS 360

Easy to use, great customer service!

Kommentare: It's been great. Glad to have made the switch!

Vorteile:

Ease of use. This system is straightforward.

Nachteile:

Sometimes the policy types come across as something different.

Jenesis Software

Vorteile:

When working at its best I think it is great. The best feature is the group quoting feature.

Nachteile:

lots of problems with commercial imports , items disappearing (aka: quotes,note,etc) when system I guess has not had a compact and repair so not sure whos end this falls on.

Agency Owner

Kommentare: Very Good experience, our agency have used your company since 2000

Vorteile:

Client's information at your finger tip, easy to use, very professional

Nachteile:

Clean up Certificate of Insurance so numbers will be Millions not Billions

Jenesis Rocks!

Kommentare: Perfect-O!!! Highly recommend this software program!

Vorteile:

Very user friendly software, I enjoy the Ctrl features as well.

Nachteile:

I cannot think of a single thing to say negatively

Jenesis review

Kommentare: I have been using for almost 12 yrs and it has been a very positive experience

Vorteile:

The easy of use and the helpful staff. They are always willing to help

Nachteile:

I do not have anything bad to say about Jenesis.

Overall Rating

Kommentare: Overall rating is excellent and would differently recommend Jenesis software.

Vorteile:

The easy way to input customers and information or policies.

Nachteile:

Like to learn a little more about printing receipts from the system.

Jenesis Software

Kommentare: Great experience using Jenesis, everything is in one place, easy to access and add too.

Vorteile:

Very easy to use, and user friendly. All information in one place.

Nachteile:

I haven't found anything I don't like about Jenesis.

Cassidy's Review

Vorteile:

I like how user friendly it is. It is easy to navigate.

Nachteile:

I don't like updates, it can throw me off when I'm in the zone.

Jenesis Overall

Kommentare: Al together Jenesis is a good I will not say great Agency Mgmnt System, I enjoy many features on it for the simplicity that it gives my overall work day, but at the same time I do have the issues with some of the everyday work load, for which i can not name any at this given time, but I will start keeping a log and be better informed. For the next review.

Vorteile:

I had honestly not used the Quote control function, due to it having some issues the times that I had tried it, but in the last couple of months I have been able to use it with not so many issues and I like the fact that it quotes all my companies at once. I like the process of being able to scan/save documents to images with ease.

Nachteile:

One thing I however do not like about the quote control is that its ratings on some of our companies is not accurate, and there for I have had issues with clients being told 1 price and then when we go in to process the application it gives us another price. Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.

Take Your Agency To The Next Level

Kommentare: I have been a JN user now for 6 months and absolutely love it. The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.

Vorteile:

The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function. It completely streamlines your business and customer contact.

Nachteile:

There are a few functions that can be tweaked, like downloads coming in changing prior information. But the prior information can still always accessed so it is not gone for ever, it just updates. The best part is if you have an issue with anything, you can reach out to the Jenesis Team and they will work on fixing it. It really is a great feature.

Excellent System

Kommentare: Eddie, we have been out of the office for several days. Sorry for the late response. If every company/business was as concerned with their product and service as Jenesis is, it would be a much better world. You guys do an amazing job with your service and response time. We currently do not have any issues. If you wanna (nic-pic) one thing that comes to mind is make sure every report we run prints the date on it. I know there are a couple I hand write the date on each month I run them. (if you haven't already corrected) Plans are this year to attend the retreat Jenesis holds. We have not been able to attend in the past but are putting an extra effort in going this year. From past videos I am sure it will be beneficial to the office. On a scale of 1-10.....Who could not rate Jenesis at a 10 ? Perfect....nothing is....but you make every effort to appease any/all requests or at least explain the reasoning. William David Long
Vice President
Freedom Insurance Agency, Inc

Vorteile:

Ease of use....Service.....Support Always improving the system

Nachteile:

No issues . Team is always improving and asking what is needed

Satisfied

Vorteile:

The calendar feature is the one I use the most, it is easy to see and track your appointments.

Nachteile:

Everything is easy and simple to use, takes a little time learn it all and get used to it but the customer service is always very helpful and friendly.

Sue's Review

Kommentare: I've been using Jenesis Classic since 1999. Just recently changed to JenesisNow. There is a difference, but I got this. If I have an issue, I just pick up the phone and their there to help. Always friendly service and very helpful. If your not using Jenesis you need to check them out.

Vorteile:

All your client information is right there for you. You don't have to go and look for it. If you need to pull info up on company side, it's just a click away

Nachteile:

There are a few things different in JenesisNow than Classic. Its just gonna take a few times to get used to it

Jenesis Software is AWESOME

Kommentare: It was a pleasure working with the Jenesis team getting our agency off the ground. We could not have done it with out their help and expertise.

Vorteile:

The ease of using the product. The software is so easy to us that even a beginner has no problem getting familiar with the software.

Nachteile:

There are no real negative draw backs to the software other than there are times it will keep a policy "active" that has actually been canceled.

Jenesis makes job easier

Kommentare: The varied reports are helpful when the owner wants to see who is writing what companies and what companies are not being used as often.

Vorteile:

I like that we can email receipts, and send texts through Jenesis and we receive replies in our email. I have used the desktop version for five years and we are planning to switch to the web version soon; from what I have been told it is even better.

Nachteile:

In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them. So I guess there is not really anything that I do not like.

Fantastic Agency Database

Kommentare: I have worked in the Jenesis agency database for well over 10 years. Their system is constantly being maintained and updated to users liking.

Vorteile:

I would score overall an 8. I have worked in Easy Apps and other agency databases, Jenesis is by far the most user friendliest. I have used Jenesis for approximately 12 years of my 15 years in Jenesis. Not to mention tech support that always goes over and above to help assist all the way to the end, until problem is resolved.

Nachteile:

I don't really have any cons because Jenesis tech support is a phone call away and will stick with you until your problem is resolved.

I highly recommend Jesesis Software.

Kommentare: The Jenesis Software helps to keep me and my agency organized and helps to avoid daily tasks from getting overlooked.

Vorteile:

I decided on and keep Jenesis because of the ease of use.

Nachteile:

There is not anything in particular that I don't like about Jenesis but there are some features I choose not to use at this time.

What about Jenesis

Kommentare: Jenesis is great to me. They help when I need it and are always willing to show me or direct me where to get the information that I need

Vorteile:

I believe that you have everything at your fingertips, if all is completed properly, which makes it easy for any other employee to know what's going on with the client and their needs.

Nachteile:

Not having enough time to train properly and having to learn stuff that I should have already known earlier. Not any fault of software, I am the only employee so it makes it hard to take the time to complete webinars and such.

office manager

Vorteile:

i love that the customers are easy to find all the information is clear so you can see and not all bunched up

Nachteile:

it glitches fro time to time and will not pull up a customer that I know is in the system. I have found that if you log out and then back in it usually fixes the issue.

I would rate Jenesis a 10.

Vorteile:

I would rate Jenesis a 10. It really makes managing our clients a breeze and the functions that allow us to communicate with them really help. Sometimes there are glitches in the system but as of now we are not dealing with any. When we come up with ideas and suggestions, we usually send them in and I have seen one of my own suggestions used which is really great. No complaints here!

Nachteile:

Few glitches are experience but not frequent enough to be unhappy with the service.

Best Software for Insurance Needs

Vorteile:

The Jenesis program is so easy to use and customer service is always available for any issues I have.

Nachteile:

There is one feature that is no longer available that was very helpful in the beginning but it is more of a browser issue than software.

Very User Friendly

Vorteile:

The ease of use is what I like the most about Jenesis, it only took me a few days to learn the operation of it. Also the fact that it serves the use of the business in one place instead of having to use multiple programs for day to day operations.

Nachteile:

only recently did something come about that I did not like about the software and that is how if we upgrade to a beta or newest version if there are multiple bugs and not able to gain access to a very important document that we needed and we were not able to roll back to the previous version. But thankfully we were able to figure out a work around to get to the document.

Great System

Kommentare: Jenesis is a very user friendly system that takes out all the haste of over entry you see with other carriers

Vorteile:

Very user friendly. Also the staff is very helpful in making changes whenever I do see an issue

Nachteile:

Sometimes agent listed is incorrect and you cannot correct it