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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.

Pricing

Price Starts At:
$60/month/user
Price Overview:
There are two different packages to choose from based on feature needs.

Screenshots and Video

Company Facts

Company Name:
Jenesis Software
Date Founded:
1999
Company Location:
United States
Company Website:
www.jenesissoftware.com
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Online Training
Webinars
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Startup
Supported Languages
English

Jenesis Agency Management Categories and Features

P&C Insurance Software

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

Insurance Underwriting and Rating Software

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

Insurance Policy Software

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

Insurance Claims Management Software

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

Insurance Agency Software

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

Commercial Insurance Software

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

More Jenesis Agency Management Categories

Jenesis Agency Management Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Producer
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Organizer

    Date: Dec 30 2021
    Summary

    I will be using the system daily the training process was easy and understanding . I would recommend it.

    Positive

    What I like about Jenesis was that it's easy to use and we are able to keep up with policies and also our renewals.

    Negative

    What I didn't like is that we still have to make payments through our main portal.

    Read More...
    Official Jenesis Agency Management Response
    Date: Jan 14 2022
    Thank you for the awesome review!
  • Reviewer Name: A Verified Reviewer
    Position: Agent/ administrative assistant
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great and Easy Software

    Date: Oct 05 2021
    Summary

    Wonderful experience all around. Love knowing that support is only a phone call away , and the most pleasant customer service reps.

    Positive

    Love that their team is always ready to help, and always looking to make improvements!! Easy navigating.

    Negative

    Wish colors could be changed lol thats only because I look at it every day.

    Read More...
    Official Jenesis Agency Management Response
    Date: Jan 14 2022
    Thank you!