Hear What Our Customers Have to Say


Insurance Agency Management Software Reviews

Find out why Jenesis is highly recommended from those who use it.

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SalesForge 5 stars

Featured Customer Stories

“Jenesis is the lifeline of my business. Without Jenesis, I would not be able to function at all.” 

– Deirdre Rushin, Imperial Insurance and Financial Services

“Your rater, your images, your reports, everything you need is in just one place and once you get it in that one place your life is just so much easier. All you have to do is just click a button and you’ve got what you need. It’s just that easy.”

– Tiffany Dunston, The Insurance Doctor

“I would definitely recommend Jenesis to other people.” 

– George Stevens Insurance Agency

“As the industry changes, as our needs change, they’re changing as well. And they’re listening to us.” 

– Miles Butler, Able Auto Insurance

“I would have to hire four people in our office at this point if I didn’t have JenesisNow.”

– Shawna Ingram, That Insurance Guy

“Some of the benefits I never had are with the Marketing Tools.” 

– Tim Hadley, Hadley Insurance Group

Recent Reviews From Google & Facebook

More Customer Stories

“I am thoroughly impressed with how easy the program is and how engaged your team is. Companies like Vertafore and EZLynx have subpar customer experience metrics including limited response and resources for implementation of their platforms. Your team has an approach like none other, that values education, feedback and follow-up. I for one am extremely appreciative and I look forward to growing my agency with the help of your platform and team.”

David J. Gordon, Palmetto Bluff Insurance Agency INC

“After you get involved with it and see the level of support that Jenesis brings, there is no comparison.  Once you learn how to utilize the system it empowers you to go through your day to day routine.  It’s your management sytem, your accounting and your marketing.  I view Jenesis as a partner.  If you don’t have Jenesis you are missing out.”

Jonathan Nations, Superior Insurance of Lexington, NC

“The nice thing about Jenesis is that it allows us to take care of our daily tasks and it’s affordable. You control the features you want. By having everything at our fingertips we are able to provide service to our customers more efficiently, so they spend less time in the office and more time doing the things they enjoy.”

Todd Johnson, Johnson Insurance Management, Monroe, NC

“Hands down I wouldn’t recommend anything else. You need to try Jenesis.”

Kevin M Smith, The Associates Consortium

“Having a system that is so efficient allows you to service customers much faster. You can actually serve more customers in less time with Jenesis agency management system.”

Myron Prevatte, Pegram-Prevatte Insurance

“Jenesis Software was made by an agent for an agent, and I wouldn’t use anything else. I’ve been using Jenesis agency management system for around 12 years now. It has helped my agency’s productivity and it has helped us stay on top of things for our customers.”

Mike Dixon, Dixon Insurance

“Jenesis Software allows our insurance agency to do things for our customers very quickly. If a customer calls us on the phone, we can have an answer for them within 60 seconds. We don’t pull a file like we did in the past. With the Jenesis agency management system, we’ve got everything for a customer right in front of us. If the customer wants to make a payment, the process is so easy that he/she is only there for a couple of minutes. Everything you need to service a customer is right in front of you in seconds. Jenesis saves our agents and our customers time.”

Lee Crisp, Summit Insurance

“It’s phenomenal to be able to let the phone system use the data in Jenesis agency management system to keep your clients informed about their policies. The integration between Jenesis and PhoneTree allows us to process cancellations during the day in Jenesis, and that evening, and the PhoneTree system will call and remind our customers with a personal message from our agency that their policies are cancelled or pending cancellation. This kind of service just makes our clients feel like they are important and that our agency really pays attention.”

Lee Ann Pridgeon, Pegram & Associates

Overall, I am very pleased with the system. The reaction time on issues from tech support is amazing!! I cant say enough great things about everyone in Tech Support!!

Danny Pressley – Agent, Pegram Insurance

“A few years ago, our agency was transitioning from the Life & Health business to a commercial only insurance business. We were shopping for an affordable software management system that allowed our agency a much needed centralized solution. Since the implementation of the Jenesis Software, our agency has now become more productive and efficient in meeting our customers’ needs. From being able to balance our expense account to reminding our agents to send out thank you letters, there’s nothing that Jenesis Software won’t allow our agency to provide. In the rare case that there is an issue, the customer support team has been nothing short of outstanding in resolving the issue. Whether you’re an established agency or a start up one, we highly recommend Jenesis Software.”

Daruis McJimpson – Agent, Teamworks Insurance Agency

“Jenesis software is the best purchase that I have made for our agency. The system is a very user friendly system, it has all the features that an insurance agency needs to run, from scanning of documents to policy screens. It will make your agency become efficient in every way to help you keep in touch with your customers and your daily routine. I recommend this system to any insurance agency. ”

Jimmy Barnette – Owner, Barnette and Coates Inc

“Jenesis understands what agency owners and personnel need out of an agency management system. As an agency owner, I was looking for a way to make our paper nightmare more manageable. Jenesis is it! The program is simple to learn, easy to use, and is constantly being upgraded for the agent’s benefit at no extra charge! It can help everyone in the agency perform their tasks at a higher level of efficiency.”

A-1 Insurance Agency of Charlotte, Inc

“Wow … why did I wait so long to get on board with scanning in Jenesis? What a great feature! It’s wonderful and my people really love it! A huge improvement over the Paper-port system we used in the past.”

Insurance Specialists, Greenville, SC

“As an industry specific accounting firm, we work with insurance agencies across NC and SC who utilize Jenesis Software for their agency management system. This system has always been and continues to be very easy to learn and use. The management system streamlines the transactional processes and saves the agency and our staff significant time in processing daily data. Most impressive is the Jenesis management and staff, as they are always responsive to new ideas as the needs for agency management and accounting change.”

Rosemary A. Lambert, CPA, PA