Jenesis Software

"Very good to work with. Constantly improving something that's already good."

Comentarios: I just put all this in a few pages back. So hey let's review. It makes keeping up with customers and their forms much easier.

Puntos a favor: Functional. The buttons aren't a mystery to find. I use this software daily at three locations. It has streamlined my procedures for keeping up with forms and files. If I get a call from an adjuster wanting a copy of forms all I have to do is pull up the name of the customer and efax it right out.

Contras: Lack of name recognition. I'm sure this won't last long. The only other downside is that it can be a little fussy with downloads. If everything doesn't match up you have to do a manual override. Good and bad in that.

"Fantastic Insurance Management System"

Comentarios: We are so grateful we put this into place well ahead of the pandemic! It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.

Puntos a favor: This software is easy to use and helps us have the ability to quickly see what our clients need. Since we are an independent agency, we have multiple companies to coordinate. JenesisNow brings it all together in one place. We also appreciate customer service - emails, chat feature, phone calls..... they are always there to help when we need it.

Contras: There is a slight learning curve that can only improve from daily use even after certifying in the software system.

"Jenesis Software"

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

Contras: 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.

"Great Program"

Puntos a favor: The level of functionality. So much more useful than spreadsheets.

Contras: I wish my L&H companies could download policy info like the P&C does.

"Good Software Great Technical Support Team!"

Comentarios: Overall, Jenesis is a great software. Their team is fantastic and we have used them for 12 years. To see how far that they have come in the software is unbelievable. Their team is fantastic and always willing to help with any software issues and updates monthly.

Puntos a favor: This software does a lot from agency management and employee management, to quoting, to policy servicing. Works with IVANS. The technical support team does a great job about helping with any questions or making changes to software to better serve agencies. They actually take suggestions and implement them much more than other softwares.

Contras: Software lacks in commercial functionality. They continue to improve commercial account servicing though and are on their way to making it a great system for commercial. Life and Health is a challenge in the software but bare basic functionalities are there.