Jenesis Reviews & Product Details

Jenesis Product Details

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.

Product Website

Seller

Jenesis

Discussions

Jenesis Community

Languages Supported

English

Product Description

Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.

Overview by

Jenna Kleiber

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

Jenesis Integrations

(10)

Verified by Jenesis

Jenesis Media

The main client view allows the user to see the insured or prospect's profile at a high level.

Help customers and increase your efficiency at the same time! With your agency’s Client Portal, insured customers have access to policy documents, certificates of insurance, and payment history. They can view coverages, print & share documents whenever they choose.

Download Personal Lines and Commercial Lines from most insurance carriers in the US.

Agency Setup Automated Marketing

The JenesisNow dashboard is fully customizable at the user level, allowing each team member to tailor their workspace to fit their specific role. With drag-and-drop cards and flexible layouts, users can stay organized and work more efficiently with the tools that matter most to them.

Official Downloads

(1)

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JE

Johnny E.

Owner

Small-Business (50 or fewer emp.)

9/9/2025

"Excellent customer service Excellent programs to make life easier."

5/5

What do you like best about Jenesis?

Management made easy. Always finding ways to be better so they are always the best. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I get busy and don't always check out the new features right away and implement time saving to my team. Review collected by and hosted on G2.com.

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

7/30/2025

"Jenesis review"

5/5

What do you like best about Jenesis?

The most valuable feature to me is the ability to text message. It has been helpful in contacting clients to remember to e-sign docs or to contact the agency. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I haven't really found anything that I dislike about Jenesis, so far. Review collected by and hosted on G2.com.

PT

Penny T.

Insurance Agent

Small-Business (50 or fewer emp.)

8/15/2023

"Great tool to have for my work"

4/5

What do you like best about Jenesis?

I love that Jenesis keeps a record of my policy holders. It is much easier to go to the system 1st to get info I need on my customers. I love that I can merge accounts into one place which is such a timesaver. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

There has been a few glitches lately that has been getting worked on. Luckily it doesn't take very long. Hopefully they get to be fewer and fewer. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

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Thank you, Penny, for your review! We love to know what is working and what isn't working so we can improve Jenesis for your agency. Thank you for joining the Jenesis family!

CM

Cassidy M.

Insurance Agent

Small-Business (50 or fewer emp.)

7/31/2024

"Cassidy's Review"

5/5

What do you like best about Jenesis?

I like how user friendly it is. It's easy to navigate and I don't have to spend forever trying to figure out how to do something. The customer service is also top tier. I use this software everyday so it's essential that it be plesant to use, which it is. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

When there are updates, it can throw me off, espescially if i'm working fast. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

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Thank you for your review, Cassidy!

CE

cayla e.

SERVICE

Small-Business (50 or fewer emp.)

8/15/2023

"LOVE JENESIS"

5/5

What do you like best about Jenesis?

SUPER HELPFUL WHEN IT COMES TO SORTING OUR CLINETS

I LOVE HOW WE CAN UPLOAD MEDIA FILES AND ADD COMMENTS!

CUSTOMER SUPPORT HAS ALWAYS REPLIED FAST AND ALWAYS A GREAT HELP! Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

WISH THE COMMENT BOX WAS BIGGER BUT OVERALL NO COMPLAINTS Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

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Cayla, thank you for your review! We're glad that Jenesis Software helps with media uploads and sorting clients. We're also always wanting to improve Jenesis - including its speed and accessibility. Thank you for being a part of the Jenesis family!

CS

Christian S.

Insurance Agent

Small-Business (50 or fewer emp.)

9/27/2024

"Never knew I needed this software until I've had it."

5/5

What do you like best about Jenesis?

Locating my customers with ease and keeping everything organized for me. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I only dislike having to locate dependents on a policy because I have to go through multiple pages to find them. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

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Thank you, Christian! We are so happy that Jenesis is working well for you and your agency. We will continue to make Jenesis better for customers like you and be better for your agency. We are grateful for you!

SB

Suzanne B.

Small-Business (50 or fewer emp.)

1/20/2024

"The conversion from EZ Lynx to Jenesis was so simple and easy!"

5/5

What do you like best about Jenesis?

The Jenesis platform is so intuitive. Our conversion was flawless and we were able to get up and running without skipping a beat! We use Jenesis every day in our agency and it has given us a place to keep everything neat, organized and easy to find. The Jenesis team is so nice, helpful and knowledgable! They make you feel like you are their only customer and the price point is perfect for the product they provide. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I haven't found any downsides to Jenesis yet! Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

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Suzanne, thank you so much for your kind words! We're so glad Jenesis Software is easy and organized for your business. Welcome to the Jenesis family!

JK

Jason K.

Insurance Agent

Small-Business (50 or fewer emp.)

8/14/2024

"Jenesis"

5/5

What do you like best about Jenesis?

Jenesis is very easy to use. Very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

I have not found anything bad about Jenesis. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

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Thank you, Jason! We're so glad that Jenesis is helpful to you and your agency. We appreciate your feedback!

LH

Lindsay H.

Small-Business (50 or fewer emp.)

8/15/2023

"AMAZING Agency Management Software Company with the small-town personal touch kind of service!!"

5/5

What do you like best about Jenesis?

Jenesis is extremely easy to navigate, very dependable, a vital agency resource to our constantly changing industry as they are constantly making improvements that we request! The service is outstanding as they are easy to contact, quick to help, and always listen. Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

There are no dislikes!! If I have to offer a suggestion at this time it would be for the accounting feature to be more involved to handle all accounting transactions we run into day to day. With that said, knowing the team at Jenesis, I am sure this is already on the improvement project list. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

Being in this industry for 25+ years, I started with paper files. I have had a hard time in the past going "paperless", but with Jenesis I am able to make that happen. Now, it hasn't happened overnight because it can be overwhelming to work with your daily workload and try to get old things filed in the system especially if you are OCD or a perfectionist. Review collected by and hosted on G2.com.

Response from Kaylee Spangler of Jenesis

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Lindsay, thank you so much for your review! We love knowing how Jenesis Software helps agencies like yours. We also love to know what we can improve on to make a better system for you. Welcome to the Jenesis family!

JE

Jennifer E.

Small-Business (50 or fewer emp.)

1/29/2020

"Agency owner and a Very satisfied Jenesis Client since 1998"

5/5

What do you like best about Jenesis?

We have been using jenesis since 1998 and were the first actual client with Jenesis. I would reccomend this software for any insurance agency. This software works with 90% of all the companies that we write with and has every report possible to keep up with our proficiency, quoting, employee records, quickbooks integration, training new employees, quoting, payment records and so many more. The customer service and Technical Support is top notch and if they cant fix it right there on the spot they work on it until its fixed. Jenesis also takes agent suggestions and implement them into the software in future updates if will be beneficial to many Review collected by and hosted on G2.com.

What do you dislike about Jenesis?

Jenesis does not currently integrate with Progressive Insurance Review collected by and hosted on G2.com.

Recommendations to others considering Jenesis:

Implement Jenesis into your agency now. Review collected by and hosted on G2.com.

What problems is Jenesis solving and how is that benefiting you?

Because of the email/text options we are able to follow up easily with quotes and cancellation reminders so therefore turning a high percentage of quotes into policys and cancellations into reinstatements. Jenesis provides a management system to organize every quote and policy. We are able to be file and paper free with Jenesis in our agency and can easily access the files for servicing our customers new and old. We have a team ready to help us with any tech issue we may have with Jenesis during our business hours. Jenesis helps us to have 3 different locations with seamless communication for agents in all different locations. Review collected by and hosted on G2.com.