Jenesis Agency ManagementJenesis Software
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Related Products
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About
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.
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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.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Agencies and companies seeking an insurance agency management system solution
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Audience
Jenesis Agency Management System works best for independent insurance agencies that focus on personal and commercial lines insurance.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60/month/user
There are two different packages to choose from based on feature needs.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationHawkSoft
Founded: 1995
United States
www.hawksoft.com
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Company InformationJenesis Software
Founded: 1999
United States
www.jenesissoftware.com
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Alternatives |
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Categories |
Categories |
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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
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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
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
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Integrations
Formstack
Supported
RenewalCompass
Supported
Canopy Connect
Supported
Certificial
Supported
Docusign
Not Supported
Gaya Ai
Supported
Levitate
Supported
Pathway Insurance Software
Supported
RingCentral Automatic Call Recording
Not Supported
Sonant
Supported
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Integrations
Formstack
Supported
RenewalCompass
Supported
Canopy Connect
Not Supported
Certificial
Not Supported
Docusign
Supported
Gaya Ai
Not Supported
Levitate
Not Supported
Pathway Insurance Software
Not Supported
RingCentral Automatic Call Recording
Supported
Sonant
Not Supported
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