ASPIRE Health

ASPIRE Health

Artivatic.ai
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
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About

A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client. Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance carriers, Brokers, Distributors, TPAs, HR Systems, Banking & Finance

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$3000 per month
If on-premise then one time integration cost and maintenance cost
Free Version
Free Trial

Pricing

$60/month/user
There are two different packages to choose from based on feature needs.
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Artivatic.ai
Founded: 2021
India
aspirebq.com/home

Company Information

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

Alternatives

Alternatives

Macaw AMS

Macaw AMS

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Macaw AMS

Nest Innovative Solutions
iNube

iNube

iNube Software Solutions

Categories

Categories

Commercial Insurance Features

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 Underwriting and Rating Features

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

Commercial Insurance Features

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 Management Features

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

Insurance Claims Management Features

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

P&C Insurance Features

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

Integrations

Agora
Amazon API Gateway
Amazon CloudWatch
Azure API Management
Docusign
Formstack
Gmail
Google Cloud AutoML
IBM Cloud
Microsoft Dynamics 365
Microsoft Outlook
QuickBooks Online
RenewalCompass
RingCentral Automatic Call Recording
Salesforce
SendGrid
Stripe
TurboRater
Twilio
WeSignature

Integrations

Agora
Amazon API Gateway
Amazon CloudWatch
Azure API Management
Docusign
Formstack
Gmail
Google Cloud AutoML
IBM Cloud
Microsoft Dynamics 365
Microsoft Outlook
QuickBooks Online
RenewalCompass
RingCentral Automatic Call Recording
Salesforce
SendGrid
Stripe
TurboRater
Twilio
WeSignature
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