# Jenesis Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Jenesis Software the right Insurance Rating solution for you? Explore 283 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/119068/Jenesis-Software/reviews --- Jenesis Software 4.7 (283) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Jenesis Software Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews JC Jessica C Owner Principal agentInsurance, Self-employedUsed the software for: 1-2 years. “Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! “ January 5, 2025 JB Jason B AgentInsurance, 11 - 50 employeesUsed the software for: More than 2 years. “Sometimes you can not have multiple people processing downloads at the same time“ September 26, 2024 SS Stephanie S Agent/Office ManagerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Overall, we have been able to maintain our book of business through the easy storage of information for each of our customers, and being able view their information in real time.“ June 13, 2023 RH Roberta H Insurance AgentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “The web version has nothing that I don’t like about it, I can only say the hosted version, is not as good.“ April 21, 2024 JC Jessica C Owner Principal agentInsurance, Self-employedUsed the software for: 1-2 years. “They also send out email blast to your client list which is a wonderful plus!!“ January 5, 2025 CM Cassidy M Insurance AgentInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “I don't like updates, it can throw me off when I'm in the zone.“ July 31, 2024 Kathleen W Agent OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “I like that it is in my control so no company can turn off the system, I organize it to what I want to see first and how it looks.“ May 9, 2023 KW Kristen W Manager/Agent Insurance, 2 - 10 employeesUsed the software for: Less than 6 months. “We had a backlog of over a year of business that was not being maintained properly due to our previous management software being unsupportive and hard to use.“ October 17, 2023 ## Showing most helpful reviews Showing 1-25 of 283 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Beck D. Owner Insurance Used the software for: Less than 6 months ### "Great Value and Easy To Use" January 24, 2021 5.0 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. Pros 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. Cons 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. Alternatives considered [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Reason for choosing Jenesis Software It has the functionality that we really needed without the insane price tag that came with some of the other options. NowCerts was a good option but it is so robust that my staff found the learning curve a bit steep. Switched from [eAgent](https://www.capterra.com/p/146515/eAgent-Solutions/) Sold my Allstate agency. Plus eAgent does not have the functionality that we really needed. Review Source SS Stephanie S. Agent/Office Manager Insurance Used the software for: 2+ years ### "Satified Cutomer" June 13, 2023 5.0 Overall, we have been able to maintain our book of business through the easy storage of information for each of our customers, and being able view their information in real time. Pros This software offers an ease of information needed for our customer's all in one place. For example, forms such as Certificates of Insurance or Evidence of Property are available to be printed for each customer listed in the system as well as policy downloads that automatically update on a daily basis. Cons If the system could calculate the total loss ratio per insurance company that we write for, that would be amazing. Alternatives considered [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Reason for choosing Jenesis Software Pricing was better with Jenesis for the amount of benefits being offered, and due to being a smaller business, it fit into the functions that are needed to run a successful business. Review Source MB Miranda B. Agent Insurance Used the software for: 2+ years ### "OK" August 14, 2019 2.0 its ok but I've used better Pros I like that we can put detailed information in Cons That we can't email directly from it or how we have to go through 10 different steps just to put something in images. Review Source MN Michael N. Agency owner and agent Insurance Used the software for: Less than 6 months ### "Why Jenesis won my AMS search" October 23, 2023 5.0 I love the platform, and Gia my trainer was awesome, very helpful and fun, we had a good time. You guys gave a great set up. Pros The functionality and ease of the platform along with the integrations of other software I use daily. Let's not forget the help and understanding of the Jenesis staff. Cons I am looking forward to being able to integrate my Office 365 calendar to the platform calendar. Alternatives considered [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Reason for choosing Jenesis Software I used Matrix for many years when I worked for another agency, before starting my own. The use and likability of the Jenesis platform made it a no brainer. Switched from [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) The platform of QQ was not to my liking and when I found Jenesis and watched the video and read the reviews I was half way sold. What sold me on the other half was the prompt contact, knowledge, and friendliness of everyone I spoke with. Review Source RE Robert E. Agent Insurance Used the software for: 2+ years ### "Jenesis Software will make your life easier" February 5, 2024 5.0 Excellent. Never had a problem or issue. Pros Everything. From ease of use to the friendly, knowledgeable staff. Cons Nothing. Jenesis is easier to use than Epic or AMS 360 Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Ease of use. Epic is good. Just never could speak to the same person. At Jenesis you know all of the folks that are part of the Jenesis team. Review Source Response from Jenesis Software February 13, 2024 Wow, Robert, we're so thankful for your review! We're so happy that Jenesis is helping your agency work more efficiently! LL Leslie L. Manager Insurance Used the software for: 2+ years ### "So Glad We Use Jenesis!" June 12, 2023 5.0 I have worked on several other customer databases. Jenesis gives us what we need at a reasonable price. We rely on Jenesis daily for all customer-related tasks. We would be lost without Jenesis! Pros Jenesis is reliable and makes a complicated job more convenient. Cons I wish the names in the suspenses were a link where you click them and it takes you directly to their file. Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[eAgent](https://www.capterra.com/p/146515/eAgent-Solutions/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Reason for choosing Jenesis Software Christie, the sales person was excellent is explaining Jenesis. Review Source SI Shanwa I. Licensed Agent and Office Manager Insurance Used the software for: 6-12 months ### "Fantastic Insurance Management System" December 13, 2020 5.0 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. Pros 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. Cons There is a slight learning curve that can only improve from daily use even after certifying in the software system. Alternatives considered [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing Jenesis Software Reviews; pricing structure for our newer agency needs; and the ability to grow with us into the future. We also really appreciated the customer service once we contacted Jenesis for a demo. \[SENSITIVE CONTENT HIDDEN\] is fantastic and helped us to know which system would be right for us. \[SENSITIVE CONTENT HIDDEN\] is still always there for us along with \[SENSITIVE CONTENT HIDDEN\] and others from the JenesisNow support system. Review Source Response from Jenesis Software December 17, 2020 Wow, Shawna! Thank you so much for the awesome review! We appreciate it more than you know! A. Drane W. Agency Director Insurance Used the software for: 2+ years ### "Jenesis software is hard to beat at the price level" July 19, 2021 4.0 They are quick to assist on IT with good follow up and the system works pretty well within our agency. Pros Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies. They are also easy to work with. Cons Although I certainly have a Jenesis "Wish List", they are quick to add functionality that makes sense and continue to build out the system with updates so the Jenesis Now version (which I believe was brand new 3-4 years ago) continues to evolve. Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) Reason for choosing Jenesis Software Mostly due to cost and there assurance they would continue to improve the J Now system and they have. Review Source MB Mike B. Office Manager Insurance Used the software for: 2+ years ### "Good Software Great Technical Support Team!" July 25, 2019 4.0 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. Pros 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. Cons 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. Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing Jenesis Software Local company, decent system, dedication to it's agents. Going through a large corporation like AMS or Applied, you don't get the same level of technical support and customer service. Review Source PT Penny T. Insurance Agent Insurance Used the software for: 1-2 years ### "very useful tool" September 18, 2024 5.0 been very positive and a time saver. useful in keeping records of many carriers in one spot Pros It organizes everything in one spot. It has been an awesome file system for me without having to have all the thousands of files we used to keep on hand. Cons doesn't always update the records. I have to manually put in the info sometimes Review Source Response from Jenesis Software September 20, 2024 Thank you, Penny! We are so grateful for your feedback and we're so glad Jenesis is useful for you and your agency. We also appreciate your honesty so we can continue to be better for our customers! GS George S. CEO Insurance Used the software for: 2+ years ### "Agency Owner" August 27, 2024 4.0 Very Good experience, our agency have used your company since 2000 Pros Client's information at your finger tip, easy to use, very professional Cons Clean up Certificate of Insurance so numbers will be Millions not Billions Review Source Response from Jenesis Software September 3, 2024 Thank you for your review, George! We value your feedback - both praise and criticism - to be a better system for you and your agency! ML Missy L. Customer service and sales Insurance Used the software for: 2+ years ### "Jenesis Rocks!" August 6, 2024 5.0 Perfect-O!!! Highly recommend this software program! Pros Very user friendly software, I enjoy the Ctrl features as well. Cons I cannot think of a single thing to say negatively Review Source Response from Jenesis Software August 7, 2024 Thank you, Missy! We greatly appreciate your review. We're so glad that Jenesis Software works so well for you and your agency! CM Cassidy M. Insurance Agent Insurance Used the software for: Less than 6 months ### "Cassidy's Review" July 31, 2024 5.0 Pros I like how user friendly it is. It is easy to navigate. Cons I don't like updates, it can throw me off when I'm in the zone. Review Source Response from Jenesis Software August 2, 2024 Thank you for the review, Cassidy! We always strive to be better for our customers so thank you for letting us know about the updates. We're glad Jenesis Software is user friendly for your agency! JE Jennifer E. owner/insurance agent Insurance Used the software for: 2+ years ### "Jenesis first customer for life of program" June 9, 2023 5.0 It has been a pleasure working with \[sensitive content hidden\] and the rest of the team. I love that they want to hear from their customers as to what we would like to see and actually have some of those ideas implemented in the system. Pros We love the ease of having all our customer files all in one easy location to find. We have a clean and neat way to file for each customer. Rating has been made much easier, keeping up with the money that is taken in on a daily basis. We love everything about Jenesis Cons That we still do not have the ability to quote Progressive Insurance through Jenesis (this is not a Jenesis issue this is a Progressive issue) Reason for choosing Jenesis Software When this was offered to us we were not even aware that products like this were available. We started with Jenesis in 1999 or 2000 Review Source mK martha K. Manager and Agent Insurance Used the software for: 2+ years ### "I would not us another" March 15, 2024 5.0 Pros Real time and I love the fact that the notes stay in the system for others to see. Working remote makes this very important. Cons This is not applicable. From time to time, we may have a minor issue, but the team clears it ASAP Review Source Response from Jenesis Software March 20, 2024 Martha, thank you so much for your review! We're so glad that you and your agency love our features and our Jenesis Support Team. PM Patrick M. Account Manager Insurance Used the software for: 2+ years ### "Fortress Insurance's Jenesis review" April 11, 2022 5.0 I am very pleased with the overall service provided by Jenesis Software, and the specifically the team at Jenesis that helps make things easy. If we ever have a problem, they are on the phone very quickly and are always happy to assist. Pros The ease of keeping up with the office's daily and weekly work flow. Cons There isn't anything negative I can say about Jenesis, as they always are open to improving their system for users. Review Source Response from Jenesis Software April 13, 2022 Thank you, Patrick! We appreciate you! Gina C. Producer Insurance Used the software for: 2+ years ### "Jenesis Product 8 - Jenesis Customer Service 10" August 7, 2023 5.0 Overall I would say getting things set up took a bit; working with the system is pretty easy. Pros I love the suspense items - you can open an old one to add to it. Cons Integration with our existing business was a bit bumpy. It took awhile for us to understand all the processes. Review Source KB Kelly B. Insurance Agent Insurance Used the software for: 2+ years ### "I love Jenesis " October 14, 2021 5.0 The set up was easy, I loved the communication they gave as well as you can call and speak with a live person! Pros It keeps all my client information. This system is truly an all in 1 system Cons I have no complaints at all. From the start, everything was a great experience. Reason for choosing Jenesis Software Jenesis showed me more and I saw first hand how easy Jenesis would be out of the gate. Change in the middle of a busy Agency is complicating in its self and I felt confident that this program was going to make things not only easier for me but my level of work within the change was not going to be overwhelming at all and it wasn't. In fact with Jenesis, my work load with the Ivans downloading software made life so much easier. Review Source Response from Jenesis Software October 25, 2021 Kelly, so glad you made the chance to Jenesis and you are part of our family! Thank you for the review! EL Ermelinda L. Office Manager Insurance Used the software for: 2+ years ### "Jenesis Overall " August 1, 2019 4.0 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. Pros 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. Cons 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. Review Source CH Cassie H. Insurance Producer Insurance Used the software for: Less than 6 months ### "Exactly what we needed!" January 3, 2024 5.0 Pros Jenesis is very user friendly and tracks everything. It was exactly what we needed! Cons I haven’t found any dislikes in the 3 months we have been using the system. Review Source Response from Jenesis Software April 25, 2024 Thank you, Cassie, for your review! We're glad that Jenesis Software is user friendly and the tracking feature is helpful for your agency. Welcome to the Jenesis family! AP April P. Agent Insurance Used the software for: 1-2 years ### "Jenesis Review" August 3, 2023 5.0 We love Jenesis!! It's a 10!!! We can not be happier with the ease of the system. Pros Everything works just as we need it to. The ease of the system and overall look and feel. Cons Everything is great, we have not had any issues so far. Review Source JA Julie A. Office Manager Insurance Used the software for: 1-2 years ### "Satisfied " March 13, 2023 5.0 Pros The calendar feature is the one I use the most, it is easy to see and track your appointments. Cons 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. Review Source Jonathan N. Owner/Broker/Agent Used the software for: 2+ years ### "Have been dong business with Jenesis since 2010. Their service always surpasses our expectations. " May 30, 2018 5.0 Pros Very easy to use, it gives you all the tools you need to help you manage your business. The communications feature is my favorite because it allows us to stay in front of our customers. Their customer service team is fantastic! Any time we call in they are quick to assist our agency and have always gone up and beyond to help. Cons At this time I don't have any Cons to report. If you are not currently using this software you should give their team a call. You wont be disappointed. Review Source TR Tiffanie R. CEO Insurance Used the software for: Less than 6 months ### "More for your money!!" June 2, 2023 5.0 I love it, great customer service. Pros Compared to other software it is so affordable. Jenesis is always willing to hear you out if you have requests on things you want to change or any suggestions. Cons I wish there was an integration inside of outlook to upload documents directly from my email into customers' profiles. Reason for choosing Jenesis Software The service and response time, pricing, dedicated to small businss. Review Source CP Crystal P. Insurance Insurance Used the software for: 1-2 years ### "Very Reliable" April 4, 2023 5.0 My overall experience with Jenesis if amazing. Very easy to handle. Pros Jenesis is very easy to use. The way the software is set up it is easy to get to something. A very organized software. I love how they let us know when they will be doing updates. Cons The least thing I enjoy about Jenesis is that sometimes it does freeze a little. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.