A1 Tracker

A1 Tracker

A1 Enterprise
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
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About

A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.

About

Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Governments, commercial businesses, small businesses, enterprise businesses, manufacturing, transportation, insurance, law firms, TPA claims admins.

Audience

Jenesis Agency Management System works best for independent insurance agencies that focus on personal and commercial lines insurance.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$800/month
Monthly, Quarterly, Annual, & Perpetual pricing options & volume licensing discounts available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$60/month/user
There are two different packages to choose from based on feature needs.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.6 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • Very easy to use once you're trained to work on it. We switched to this new system and so far no glitches or crashes since I started using it.
  • Filing my policies electronically is a plus. No more shelves of endless paper files. Great time saver.
  • This system has streamlined our management processes. It's easy to navigate and their customer service has been ideal!
  • Easy to work with. Excellent Customer Service at Jenesis. Always willing to help and train if necessary. Highly would recommend.
  • Jenesis software is easy to use for our insurance agency. All your information you need is in one place and easy to access.

Cons

  • Had some trouble looking up features for clients who we previously worked with.
  • Sometimes there are glitches and updates don't appear.
  • Sometimes the policies that download show up as a different type of policy. But it's easy enough to switch them.
  • Would like to learn more about printing receipts from the customers file. That part is a little confusing. Wish downloading from other insurance companies was included and not required to be paid for.
  • I have not found anything I don't like about Jenesis.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

A1 Enterprise
Founded: 2002
United States
www.a1tracker.com

Company Information

Jenesis Software
Founded: 1999
United States
www.jenesissoftware.com

Alternatives

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Direct Claim Solution

Direct Claim Solution

Innovative Computer Systems

Categories

Categories

Insurance Agency Management Features

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

Insurance Claims Management Features

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

Insurance Policy Features

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

Claims Processing Features

Adjustor Management Not Supported
Case Management Supported
Claim Resolution Tracking Not Supported
Co-Pay & Deductible Tracking Supported
Compliance Management Not Supported
Customer Management Supported
Electronic Claims Not Supported
Forms Management Not Supported
Paper-Based Claims Not Supported
Payor Management Not Supported
Policy Administration Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Supported
For Hedge Funds Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Not Supported
Market Risk Management Supported
Operational Risk Management Supported
Portfolio Management Not Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Supported
Stress Tests Not Supported
Value At Risk Calculation Supported

Fixed Asset Management Features

Asset Budgeting Supported
Asset Lifecycle Management Supported
Audit Trail Not Supported
Barcoding / RFID Not Supported
Depreciation Management Not Supported
Disposal Management Not Supported
Document Management Supported
Inventory Tracking Not Supported
Tax Management Not Supported

Incident Management Features

Audit Trail Supported
Corrective Actions (CAPA) Supported
Disaster Recovery Supported
Incident Reporting Supported
IT Incident Management Supported
OSHA Compliance Supported
Root-Cause Diagnosis Supported
Safety Management Supported
Task Management Supported
Ticket Management Supported

Integrated Risk Management Features

Audit Management Supported
Compliance Management Supported
Dashboard Supported
Disaster Recovery Not Supported
Incident Management Supported
IT Risk Management Supported
Operational Risk Management Supported
Risk Assessment Supported
Safety Management Supported
Vendor Management Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Not Supported
Corporations Supported
Court Management Supported
Discovery Management Not Supported
Docket Management Not Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Not Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Risk Management Features

Alerts/Notifications Supported
Auditing Supported
Business Process Control Supported
Compliance Management Supported
Corrective Actions (CAPA) Supported
Dashboard Supported
Exceptions Management Not Supported
Internal Controls Management Supported
IT Risk Management Supported
Legal Risk Management Supported
Mobile Access Not Supported
Operational Risk Management Supported
Predictive Analytics Not Supported
Reputation Risk Management Supported
Response Management Supported
Risk Assessment Supported

Insurance Agency Management Features

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

Insurance Claims Management Features

Claims tracking Supported
CRM Supported
Customer portal Supported
Document management Supported
EDI data exchange integrations Not Supported
Electronic claims Not Supported
Fraud management Not Supported
Reporting Supported

Commercial Insurance Features

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

P&C Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Supported
Claims Management Supported
Commission Management Supported
Customer Portal Supported
Document Management Supported
Insurance Rating Supported
Marketing Automation Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported

Integrations

Docusign Not Supported
Formstack Not Supported
Oracle APEX Supported
RenewalCompass Not Supported
RingCentral Automatic Call Recording Not Supported
SAP Business One Supported
TurboRater Not Supported
WeSignature Not Supported

Integrations

Docusign Supported
Formstack Supported
Oracle APEX Not Supported
RenewalCompass Supported
RingCentral Automatic Call Recording Supported
SAP Business One Not Supported
TurboRater Supported
WeSignature Supported
Claim A1 Tracker and update features and information
Claim A1 Tracker and update features and information
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information