Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
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About

BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.

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

BindHQ: MGAs, Program, Managers, MGUs, Wholesale Brokerages

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 Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$300 / User / Month
Pricing Tiers - Plus | Pro | Amplify
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 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

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

  • I use BindHQ on a daily basis and I love it. It empowers me to have a big-picture view of the production numbers and individual producer sales levels. I enjoy being able to go in, quickly find documents if I need to check work on an account, and also to assign users to tasks so that items can move forward. The support team is very responsive, and someone is available at all hours of the day to handle any issues with the platform. Some of the design features are being worked on at this time, but I know the team is constantly improving the interface to make it as intuitive as possible.
  • BindHQ is a user friendly software that allows users to quickly and efficiently navigate the system. The search feature allows one to easily track down information such as check #'s, vendors, and memos. Additionally, the bank reconciliation module is very effective. It reduces the need for recs in excel and makes reconciling a point and click operation!

Cons

  • Some of the interface features could be smoother and better organized, but I know the team is working on releasing new updates to the platform soon!
  • BindHQ could use an option in creating bill credits that are created directly from a regular bill. Currently it is separate and allows room for silly user errors (not saying I've done that of course!) Currently BHQ offers a variety of financial reports, but I would love to see reports further enhanced, particularly the 1099 report. An option to pull a notes section for particular agents would be extremely useful.

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

BindHQ
Founded: 2018
United States
www.bindhq.com

Company Information

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

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Vertafore

Categories

Categories

Commercial Insurance Features

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

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Not Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Insurance Policy Features

Cancellation Tracking Not Supported
Claims Tracking Not Supported
Policy Generation Supported
Policy Issuance Supported
Policy Processing Supported
Quotes / Estimates Supported
Rating Engine Supported
Reinstatement Tracking Supported
Reinsurance Administration Not Supported
Renewal Management Supported
Underwriting Management Supported

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Not Supported
Commercial Lines Supported
Comparative Insurance Rating Supported
Customer Portal Not Supported
For Casualty Insurance Supported
For Health / Medical Insurance Not Supported
For Life Insurance Not Supported
For Personal Insurance Supported
Multi-State Supported
Multiple Line Rating Supported

P&C Insurance Features

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

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Not Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration 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

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

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 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

Integrations

Docusign Supported
Formstack Not Supported
Google Maps Supported
Mailchimp Supported
Microsoft 365 Supported
RenewalCompass Not Supported
RingCentral Automatic Call Recording Not Supported
Slack Supported
TurboRater Not Supported
WeSignature Not Supported
ePayPolicy Supported

Integrations

Docusign Supported
Formstack Supported
Google Maps Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
RenewalCompass Supported
RingCentral Automatic Call Recording Supported
Slack Not Supported
TurboRater Supported
WeSignature Supported
ePayPolicy Not Supported
Claim BindHQ and update features and information
Claim BindHQ and update features and information
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information