Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
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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.

About

Create branded digital experiences to engage and delight customers, employees, and partners. Model complex process workflows or leverage existing best-in-class process templates to automate tasks or entire customer journeys and reduce cost. Seamlessly integrate with core systems and third-party technologies to unify customer experiences and process automation with your existing systems. We bring together everything needed to create a seamless end-to-end customer journey, from front-end experiences to back-end automation. Deliver comprehensive digital experiences that allow customers to get the same quality of service from digital, as they get from the human touch. Liberate orchestrates disparate technologies into fully automated journeys, supercharging your employees and saving you time and expenses along the way. Liberate’s platform sits on-top-of your tech stack, so there is no need to rip and replace.

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

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

Audience

Businesses in search of a solution to deliver the best customer experience at the lowest operating cost

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

$60/month/user
There are two different packages to choose from based on feature needs.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.6 / 5
support 4.9 / 5

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

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

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

Company Information

Liberate
United States
www.liberateinc.com

Alternatives

Macaw AMS

Macaw AMS

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iNube

iNube

iNube Software 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
Amazon Web Services (AWS)
CCC ONE Total Repair Platform
CoreLogic Claims Connect
Dwolla
Formstack
Guidewire
Looker
Majesco
Nextnet
RenewalCompass
Segment
Snapsheet
Snowflake
Strategy ONE
Tableau
TurboRater
Verisk 3E
WeSignature
Xactware Benchmark

Integrations

Docusign
Amazon Web Services (AWS)
CCC ONE Total Repair Platform
CoreLogic Claims Connect
Dwolla
Formstack
Guidewire
Looker
Majesco
Nextnet
RenewalCompass
Segment
Snapsheet
Snowflake
Strategy ONE
Tableau
TurboRater
Verisk 3E
WeSignature
Xactware Benchmark
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