AgencyPro

AgencyPro

Agency Software
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
AgencyPro Jenesis Agency Management

Related Products

  • Macaw AMS
    4.9 out of 5 stars 8 Ratings
    Visit Website for Macaw AMS
  • Creatio
    4.6 out of 5 stars 589 Ratings
    Visit Website for Creatio
  • Service Center
    4.7 out of 5 stars 123 Ratings
    Visit Website for Service Center
  • FISPAN
    5.0 out of 5 stars 5 Ratings
    Visit Website for FISPAN
  • InterProse ACE
    4.5 out of 5 stars 147 Ratings
    Visit Website for InterProse ACE
  • Collect!
    4.7 out of 5 stars 81 Ratings
    Visit Website for Collect!
  • TE Recruit
    4.6 out of 5 stars 640 Ratings
    Visit Website for TE Recruit
  • Muzaic
    5.0 out of 5 stars 2 Ratings
    Visit Website for Muzaic
  • Predict360
    4.7 out of 5 stars 18 Ratings
    Visit Website for Predict360
  • LegalEdge
    4.6 out of 5 stars 17 Ratings
    Visit Website for LegalEdge
AgencyPro:

About

Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry.
Jenesis Agency Management:

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.
AgencyPro:

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
Jenesis Agency Management:

Platforms Supported

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

Audience

Insurance accounting or agents in need of an Insurance Agency software
Jenesis Agency Management:

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Jenesis Agency Management:

Support

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

API

Offers API Not Supported
Jenesis Agency Management:

API

Offers API Not Supported
AgencyPro:

Screenshots and Videos

Jenesis Agency Management:

Screenshots and Videos

AgencyPro:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Jenesis Agency Management:

Pricing

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

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
Jenesis Agency Management:

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.6 / 5
support 4.9 / 5
Jenesis Agency Management:

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.
AgencyPro:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Jenesis Agency Management:

Training

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

Company Information

Agency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
Jenesis Agency Management:

Company Information

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

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
Jenesis Agency Management:

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions
4.9 out of 5 stars
AgencyPro:
Jenesis Agency Management:
AgencyPro:
Guidewire

Guidewire

Guidewire Software
Jenesis Agency Management:
iNube

iNube

iNube Software Solutions
AgencyPro:
Agency Master

Agency Master

Agency Master Insurance Software
Jenesis Agency Management:
AgencyPro:
Jenesis Agency Management:
AgencyPro:

Categories

Jenesis Agency Management:

Categories

AgencyPro:

Commercial Insurance Features

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

P&C Insurance Features

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

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

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

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

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
AgencyPro:

Integrations

Docusign Not Supported
Formstack Not Supported
RenewalCompass Not Supported
RingCentral Automatic Call Recording Not Supported
TurboRater Not Supported
WeSignature Not Supported
Jenesis Agency Management:

Integrations

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