Better Agency vs Jenesis

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Our analysts compared Better Agency vs Jenesis based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Better Agency Software Tool

Product Basics

Better Agency offers a comprehensive software solution designed to streamline insurance management tasks, making it particularly well-suited for independent insurance agencies. The platform excels in automating workflows, managing client relationships, and tracking policy renewals, which significantly enhances operational efficiency. Users appreciate its intuitive interface and robust CRM capabilities, which facilitate seamless communication and follow-ups with clients.

One of the standout features is its ability to integrate with various insurance carriers, providing real-time updates and simplifying policy management. The software also includes tools for marketing automation, allowing agencies to run targeted campaigns effortlessly. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for small to medium-sized agencies.

Compared to similar products, Better Agency is praised for its user-friendly design and comprehensive feature set, which many users find superior in terms of ease of use and functionality. The platform's ability to centralize multiple aspects of insurance management into one cohesive system is a significant benefit, reducing the need for multiple disparate tools.

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Jenesis is a scalable agency management solution purpose-built for insurance firms and MGAs. It improves efficiency by automating business processes, documentation, daily tasks, commissions and accounting. Users can access customizable pre-filled ACORD forms for faster enrollment and renewal processing. Its imaging and scanning eliminate paper in favor of complete digitization. It continuously monitors customer information and sends timely notifications of critical touchpoints. It constantly updates policy information, renewals, endorsements and commission data with direct carrier downloads for both commercial and personal lines.

Its reporting modules automatically log all data to construct an all-inclusive picture of business health. It generates notes for policy approvals, transactions, customer activities, renewals, claims and endorsements. Its communication portals directly mail and call policyholders with relevant information while providing agents with consumer trends necessary to finalize sales. Businesses can offer clients real-time access to their data, e-signatures and multiple payment methods for a comprehensive customer experience.
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$299 Monthly
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$60/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Increased Efficiency: Automate routine tasks such as policy renewals and claims processing, freeing up time for more strategic activities.
  • Enhanced Customer Experience: Provide personalized service with automated follow-ups and reminders, ensuring clients feel valued and informed.
  • Improved Accuracy: Reduce human error by automating data entry and policy management, ensuring information is always up-to-date and correct.
  • Streamlined Communication: Centralize client communications in one platform, making it easier to track interactions and respond promptly.
  • Data-Driven Insights: Utilize built-in analytics to gain insights into client behavior and policy performance, helping to make informed business decisions.
  • Regulatory Compliance: Ensure adherence to industry regulations with automated compliance checks and documentation management.
  • Scalability: Easily scale operations as your business grows without the need for significant additional resources or manual processes.
  • Cost Savings: Reduce operational costs by minimizing manual labor and improving process efficiencies, leading to better profit margins.
  • Enhanced Collaboration: Foster better teamwork with shared access to client information and task management features, ensuring everyone is on the same page.
  • Client Retention: Increase client loyalty with timely and relevant communications, reducing churn and enhancing long-term relationships.
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  • Save Time and Money: Boost efficiency, provide client service and manage marketing efforts using automated workflows, saving time lost on repetitive tasks. 
  • Improve Client Relations: Increase client engagement levels with a client portal and self-service tools. 
  • Amplify Brand Awareness: Expand the agency’s reach and attract more clients by creating personalized and simple insurance websites. 
  • Remote Access: Selectively allow agents to access client records, quotes and products while on the go. 
  • Maximize ROI: Spend less time training and reskilling employees with an intuitive UI. 
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  • Automated Workflows: Streamline your agency's operations with customizable workflows that automate routine tasks, such as follow-ups and policy renewals.
  • Integrated CRM: Manage client relationships effectively with a built-in CRM that tracks interactions, stores client information, and provides insights for better service.
  • Policy Management: Easily handle policy details, endorsements, and renewals with a centralized system that keeps all information accessible and up-to-date.
  • Sales Pipeline: Monitor and manage your sales process with a visual pipeline that helps you track leads, opportunities, and conversions.
  • Email Marketing: Create and send targeted email campaigns directly from the platform, leveraging client data to personalize communications.
  • Reporting and Analytics: Gain actionable insights with comprehensive reports and analytics that cover sales performance, client retention, and more.
  • Task Management: Assign and track tasks within your team to ensure accountability and timely completion of important activities.
  • Client Portal: Provide clients with a secure portal where they can access their policy information, request changes, and communicate with your agency.
  • Document Storage: Store and organize important documents in a centralized location, making it easy to retrieve and share files when needed.
  • Quoting Tools: Generate accurate quotes quickly with integrated tools that pull data from multiple carriers and present options to clients.
  • Commission Tracking: Keep track of commissions earned by agents, ensuring transparency and accuracy in compensation.
  • Mobile Access: Access the platform from any device with a mobile-friendly interface, allowing you to manage your agency on the go.
  • Integration with Carriers: Seamlessly connect with insurance carriers to streamline policy management and reduce manual data entry.
  • Client Communication: Utilize built-in communication tools to send texts, emails, and make calls directly from the platform, ensuring consistent client engagement.
  • Lead Management: Capture and nurture leads with tools designed to help you convert prospects into clients efficiently.
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  • ACORD Forms: Choose from a range of empty and pre-filled ACORD forms. Edit, print and email forms per requirements. Maintain detailed records of costs of insurance (COI) for every client. 
  • Document Storage: Digitally store documents, attachments and transaction records; scan and import them directly into the platform. Organize documents by category, clients or transactions.
  • Carrier Downloads: Facilitates direct carrier downloads for personal and commercial lines of business. Get a direct feed of the latest policy information, endorsements, renewals offers, commission downloads and more. 
  • Suspense: Get timely reminders about pending tasks, activities, expirations, renewals, events and more. 
  • Automated Notes: Automatically records notes for processed policies, receipts and endorsements. 
  • Reports: Generate reports on production, renewals, productivity, profitability, CSR efficiency and more. 
  • Receipts and Payments: Automate data entries for remittance and receipts. 
  • Comparative Rating: Leverage a built-in insurance comparative rater for best-in-class rate quotes. 
  • Marketing Campaigns: Maximize return on investment with drip marketing campaigns. Automate calls, determine selling opportunities and send direct mails, referral letters and remarketing quotes. Prepare email campaigns with the email list builder tool and generate marketing reports. 
  • Electronic Signature: Subscribe to Formstack to enable clients to electronically sign applications, receipts, statements, first notice of loss and more. Requires additional charges. 
  • Payments: Facilitate credit card payments via integrations with Simply Easier Payments and Sprucebooks. Offer online check payments through Instacheck — agents can print a physical copy of actual checks from images sent by clients. 
  • Integrations: Supports integrations with third-party applications such as Gmail, Microsoft Outlook, QuickBooks, Premium Finance and more. 
  • Quote Control: Thank referrals and send greetings and letters for every successful quote. 
  • Carrier Logins: Provides automated logins, website management tools and policy access in real time. 
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Product Ranking

#17

among all
Insurance Software

#25

among all
Insurance Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 22 reviews
Excellent User Sentiment 172 reviews
86%
of users recommend this product

Better Agency has a 'great' User Satisfaction Rating of 86% when considering 22 user reviews from 2 recognized software review sites.

90%
of users recommend this product

Jenesis has a 'excellent' User Satisfaction Rating of 90% when considering 172 user reviews from 2 recognized software review sites.

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4.6 (27)
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4.3 (11)
4.5 (145)

Awards

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Jenesis stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Easy-to-Use Interface: Many users praise Better Agency's intuitive platform, finding it simple to navigate and manage their insurance policies. They appreciate the clear layout and straightforward design, making it easy to find the information they need quickly.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Better Agency's customer support team. They appreciate the prompt assistance they receive when they have questions or need help with their policies.
Competitive Pricing: Users often mention that Better Agency offers competitive rates compared to other insurance providers. They find the value for money to be excellent, especially when considering the features and services included.
Comprehensive Coverage Options: Better Agency provides a wide range of insurance options to suit various needs. Users appreciate the ability to find the right coverage for their specific circumstances, whether it's for their home, car, or business.
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Easy to Use Interface: Many users praise the platform for its intuitive design and ease of navigation, making it simple to manage insurance needs.
Comprehensive Coverage Options: Jenesis offers a wide array of insurance products, allowing users to find coverage tailored to their specific requirements, from home and auto to life and health insurance.
Competitive Pricing: Users frequently cite Jenesis's ability to provide cost-effective insurance solutions as a major advantage, enabling them to secure necessary coverage without breaking the bank.
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Limited Customization: Some users have reported that Better Agency's platform lacks the flexibility to tailor policies to specific needs, which can be frustrating for businesses with unique insurance requirements.
Customer Support Issues: Several users have expressed dissatisfaction with the responsiveness and helpfulness of Better Agency's customer support team, particularly when dealing with complex insurance inquiries or technical problems.
Integration Challenges: Integrating Better Agency with existing business systems can be a challenge for some users, leading to data inconsistencies and workflow disruptions.
Lack of Transparency: Some users have found it difficult to understand the pricing structure and policy details, leading to confusion and potential overspending.
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Difficult to Use: Some users have reported that the system can be difficult to navigate and find the information they need.
Limited Functionality: Users have expressed frustration over the system's limited functionality, noting that it lacks some features they would expect in a modern insurance platform.
System Errors: Some users have reported encountering system errors and glitches, which can be disruptive to their workflow.
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User reviews of Better Agency over the past year present a mixed bag. While Better Agency is praised for its user-friendly interface and straightforward setup process, which allows agencies to get up and running quickly, users have expressed concerns about limitations in the software's functionality. For example, some users have reported difficulties with integrating Better Agency with certain third-party applications, which can be a significant drawback for agencies that rely on multiple software solutions. Additionally, while Better Agency offers basic reporting features, some users have noted that these features are not as robust as those offered by competitors, making it challenging to gain in-depth insights into agency performance. Overall, Better Agency may be best suited for smaller agencies or those new to agency management software who prioritize ease of use and a quick setup. However, larger agencies or those with more complex needs may find that Better Agency lacks the comprehensive functionality and advanced features necessary to effectively manage their operations.

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Is Jenesis the genesis of a new era in insurance management software? Jenesis has garnered attention for its comprehensive suite of features designed to streamline the often-cumbersome world of insurance agency operations. Users praise its ease of use, highlighting its intuitive interface and well-structured workflows as major advantages. They particularly appreciate the platform's robust policy management, quoting, and customer relationship management (CRM) capabilities, which allow them to efficiently handle client interactions, track policy details, and generate accurate quotes. However, some users have reported that Jenesis can be slow at times, impacting their productivity and efficiency. Despite this drawback, Jenesis stands out for its cloud-based accessibility, making it a convenient option for businesses of all sizes. Its affordability, compared to competitors like Hawksoft and EZLynx, is another significant draw for many users. Ultimately, Jenesis is best suited for businesses seeking a comprehensive and user-friendly insurance management solution, particularly those prioritizing ease of use and affordability over processing speed. However, businesses that require a fast-paced software solution may need to explore alternative options.

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