Applied Analytics

Applied Analytics

Applied Systems
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
+
+

Related Products

  • Predict360
    18 Ratings
    Visit Website
  • D&B Risk Analytics
    80 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • Everstage
    3,659 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • AdvancedMD
    2 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,434 Ratings
    Visit Website
  • ChatD&B
    Visit Website
  • TriNet
    1,896 Ratings
    Visit Website

About

Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance indicators for your agency’s book of business, employee operations and insurer relationships. Through an easy-to-understand visual interface, Applied Analytics™ allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers. Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals. Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels.

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

Data Analytics solution for insurance agencies

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
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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Systems
Founded: 1983
United States
www1.appliedsystems.com/en-us/solutions/for-agents/data-analytics/applied-analytics/

Company Information

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

Alternatives

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions
Novidea

Novidea

NOVO IDEA SOFTWARE
Insurance Analytics Suite

Insurance Analytics Suite

Pentation Analytics
iNube

iNube

iNube Software Solutions
RiskMatch

RiskMatch

Vertafore
InsureEdge

InsureEdge

Damco 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 Agency 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

Docusign
Formstack
Formstack Sign
LexisNexis Risk Solutions
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
Twilio
WeSignature
ePayPolicy

Integrations

Docusign
Formstack
Formstack Sign
LexisNexis Risk Solutions
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
Twilio
WeSignature
ePayPolicy
Claim Applied Analytics and update features and information
Claim Applied Analytics and update features and information
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information