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

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.

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

Agencies looking for an insurance software that supports sales, operations and advisors management

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
Free Version
Free Trial

Pricing

$100 per user per month
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:

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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

OneHQ
Founded: 2010
United States
onehq.com/index

Alternatives

Macaw AMS

Macaw AMS

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Alternatives

iNube

iNube

iNube Software Solutions
my insurer

my insurer

Stark Group

Categories

Categories

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

Integrations

Docusign
Formstack
RingCentral Automatic Call Recording
TurboRater
WeSignature

Integrations

Docusign
Formstack
RingCentral Automatic Call Recording
TurboRater
WeSignature
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Claim Jenesis Agency Management and update features and information
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