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What is TopSail?

In the current dynamic business environment, ensuring processes are both user-friendly and effective is critical. Our online Rate, Quote, and Issue solutions are crafted to be flexible and scalable, capable of meeting the demands of high-volume situations. With a robust Workflow Framework, we can tailor our solutions for both internal teams and external stakeholders based on your unique needs. This customization empowers MGAs, MGUs, and Carriers to showcase their services securely and efficiently. Covering everything from basic rate quoting to detailed forms management, policy issuance, and endorsement handling, TopSail strives to elevate your underwriting portal into the most efficient business platform. Moreover, TopSail integrates sophisticated email notifications and alerts, automates renewal processes, and ensures seamless compatibility with essential back-end systems. After completing the submission and underwriting stages, users gain access to a rich dataset that is vital for producing key Management Information, helping maintain a competitive advantage in the industry. This comprehensive strategy not only simplifies workflows but also significantly boosts overall business intelligence, ultimately supporting informed decision-making across the organization.

What is Jenesis Agency Management?

Jenesis is an online agency management software designed to assist insurance agents in effectively overseeing current clients, reaching out to new prospects, enhancing operational efficiency and client retention, as well as managing sales activities. This user-friendly and cost-effective solution boasts numerous features such as a client portal, email integration, ACORD forms, carrier downloads, credit card processing, rating capabilities, invoicing, and much more. Utilizing the Jenesis Agency Management System not only helps you optimize your time but also empowers you to expand your revenue opportunities. With its comprehensive tools, Jenesis can transform the way you manage your agency and foster business growth.

Media

Media

Integrations Supported

Docusign
Formstack
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature

Integrations Supported

Docusign
Formstack
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$60/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Insurance Technology Solutions

Date Founded

2000

Company Location

United States

Company Website

www.its-llc.com/PolicyAdministration.aspx

Company Facts

Organization Name

Jenesis Software

Date Founded

1999

Company Location

United States

Company Website

www.jenesissoftware.com

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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