Jenesis Agency ManagementJenesis 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.
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About
Retain, Recruit and Grow your business. With HQ, combining CRM and your business data we enable you to track: Retain existing adivisors and mitigate attrition and risk by keeping a finger on the pulse of existing advisors. Recruit: Nurture new premium from your hottest prospects and experience a 20-50% increase reach. Grow: Dashboards make it easy to see what you need to do and when you need to do it. We make sure you hit the most important things advisors care about. Commissions, Case Management, Contracting & Licensing, Imaging and Marketing all in one system makes operations a breeze. With HQ, you don't have to be a Computer Scientist to understand your business data. You used to have to depend on experience or guts. Now you can use HQ analytics to uncover hidden correlations and new opportunities and give you confidence on making recommendations for the best course of action. In short, HQ helps you make smarter decisions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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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Audience
Agencies looking for an insurance software that supports sales, operations and advisors management
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$60/month/user
Free Version
Free Trial
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Pricing
$100 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationJenesis Software
Founded: 1999
United States
www.jenesissoftware.com
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Company InformationOneHQ
Founded: 2010
United States
onehq.com/index
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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 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
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Integrations
Docusign
Formstack
RingCentral Automatic Call Recording
TurboRater
WeSignature
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Integrations
Docusign
Formstack
RingCentral Automatic Call Recording
TurboRater
WeSignature
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