Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
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About

CP Manager was designed based about what agencies have desperately wanted in an agency management system. It took an insurance automation consultant to design this system. Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system. Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. You'll learn about the design of CP Manager and the things we did to create a highly productive system so you can create a highly productive agency which means your staff will be able to manage a larger book of business. You and your staff are sending and receiving emails many times through the day. By building emailing into CP Manager and integrating it tightly in the system emailing in CP Manager is far more efficient and a lot less steps!

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

Businesses in need of an Agency Management system

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

No information available.
Free Version
Free Trial

Pricing

$60/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5

Reviews/Ratings

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency AutomationTEAM
www.agencyautomationteam.com

Company Information

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

Alternatives

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
iNube

iNube

iNube Software Solutions
WorkSmart

WorkSmart

Vertafore

Categories

Categories

Insurance Agency Features

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

Insurance Agency Features

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

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 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

Docusign
Formstack
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature

Integrations

Docusign
Formstack
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature
Claim Agency AutomationTEAM and update features and information
Claim Agency AutomationTEAM and update features and information
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information