Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Macaw AMS

Macaw AMS

Nest Innovative Solutions
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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

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

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

MGAs, Insurance Brokers, MGUs, Lloyds Coverholders

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

Flexible on-request pricing: depends on extent of customization, configuration, integration, data migration and disaster recovery related requirements.
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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.

Pros from Real Users

Pros

  • It took us months to settle on an MGA software vendor whom we felt would be a good fit. We hit the jackpot with Macaw! While we are more than halfway through our development software customization, the level of service & support we have received has been exceptional. I do not feel that we would have received this hands on service from any other provider. The development team is highly responsive & collaborative, and beyond patient while we had difficulty defining our workflows that fit our business rather than forcing us into a one-size-fits-all solution. Their willingness to actually listen, problem solve, and provide hands-on guidance has made the onboarding experience smooth and productive. Technology to us is very important but support and partnership are what truly differentiate vendors. We have found a true partner in Macaw. and we look forward to a long and successful partnership. Do not hesitate to reach out to them, they will not disappoint!
  • Everything! Macaw has turned out to be more than we hoped for. Great team with Nest. The customization ability of Macaw and the great job Nest has done in helping us with all the customizations we have done.
  • Consistent effective communication from the team working on our deliverables. Positive and timely interactions from everyone on their team.
  • Macaw has transformed the operations of our organization resulting in an optimized service experience for our customers. The automation of our key workflows from CRM to commission accounting has improved accuracy/efficiency by removing opportunity for human error. Our team benefits from the ability to easily collaborate on our accounts using Macaw's internal tasking system. The Nest customer support team has always promptly addressed our questions and supported our development projects.
  • This product is very helpful with the our team's daily operations. The development team has ben very helpful with bug fixes and enhancement to improve the product to our business needs. The product is very customizable, so they are many ways to utilize the system.
  • System provides greater productivity by handling documents generation, payment gateways, marketing automation and claims management.
  • Upgrade insurance products, add new product-lines, eSignature, Online Payment gateway, OFAC check, Mass Emailing, Sales force management, AP/AR, CRM and last but not least, Macaw Explorer, a new generation BI engine - all integrated in Macaw AMS.

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

Nest Innovative Solutions
Founded: 2011
India
www.nest-is.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

iNube

iNube

iNube Software Solutions
iNube

iNube

iNube Software Solutions
Macaw

Macaw

Macaw Software

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 Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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

Insurance Claims Management Features

Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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 Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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
Act-On
Formstack
Gmail
Mailgun
Microsoft 365
Nextiva
PayPal
Plaid
RMail
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature

Integrations

Docusign
Act-On
Formstack
Gmail
Mailgun
Microsoft 365
Nextiva
PayPal
Plaid
RMail
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information