Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
+
+

Related Products

  • Predict360
    18 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • RunMyJobs by Redwood
    424 Ratings
    Visit Website
  • iTacit
    46 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • Emtrain
    53 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • ActiveBatch Workload Automation
    383 Ratings
    Visit Website

About

Insure Assist AI helps independent commercial insurance agencies process policy paperwork and issue certificates of insurance. Its AI operations team reviews commercial policy packets, including declarations, schedules, and endorsements, to identify limits, coverage gaps, and exclusions with references to carrier PDF pages. The platform supports preparation of ACORD 25 and ACORD 28 certificates, endorsement extraction, certificate-holder records, and direct email delivery from agency Microsoft 365 or Google Workspace accounts. A broker-governed client portal lets commercial insureds and contractors request or download approved certificates from mobile devices. Agencies can use the system for policy intake, coverage review, certificate workflows, and client self-service.

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

Independent commercial insurance agencies and commercial-lines insurance brokers.

Audience

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

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$149/month
Basic is $0 during the beta and otherwise $149/month, with 100 monthly credits and $1 per additional credit. Pro is $0 during the beta and otherwise $299/month, with 400 monthly credits and $0.75 per additional credit. Enterprise is $399/month, with 800 monthly credits and $0.50 per additional credit.
Free Version Not Supported
Free Trial 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 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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Insure Assist AI
Founded: 2026
United States
insureassistai.com

Company Information

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

Alternatives

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions
RiskRemedy

RiskRemedy

RiskRemedy, Inc.
iNube

iNube

iNube Software Solutions

Categories

Categories

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

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

Integrations

Docusign Not Supported
Formstack Not Supported
Google Workspace Supported
Microsoft 365 Supported
RenewalCompass Not Supported
RingCentral Automatic Call Recording Not Supported
TurboRater Not Supported
WeSignature Not Supported

Integrations

Docusign Supported
Formstack Supported
Google Workspace Not Supported
Microsoft 365 Not Supported
RenewalCompass Supported
RingCentral Automatic Call Recording Supported
TurboRater Supported
WeSignature Supported
Claim Insure Assist AI and update features and information
Claim Insure Assist AI and update features and information
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information