Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Radius

Radius

Radius Bob
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Creatio
    586 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Pipedrive
    10,520 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website
  • Service Center
    123 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website

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

CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.

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

Insurance companies that need a CRM solution made for insurance agencies

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

$34 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 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 & Cons from Real Users

Pros

  • #1- Helps to engage with customers and capture business leads. #2- Account-based marketing for business. #3- Analytics graph with comparing option to compare with past data.

Cons

  • #1- Overall positive experience with the Radius platform.

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

Radius Bob
United States
www.radiusbob.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Ringy

Ringy

Kovacs Systems
TekRADIUS

TekRADIUS

KaplanSoft
iNube

iNube

iNube Software Solutions
Radius AE

Radius AE

SeniorSystems

Categories

Categories

Insurance Agency Management 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

12Port Horizon
6connect
AdmitHub
AgentMethods
AuthControl Sentry
Compulife
Formstack
Google Workspace
Kamailio
KeyTalk
LibreNMS
LoginTC
Microsoft 365
NinjaQuoter
RenewalCompass
RingCentral Automatic Call Recording
Thinfinity Workspace
WeSignature
Wynshop

Integrations

12Port Horizon
6connect
AdmitHub
AgentMethods
AuthControl Sentry
Compulife
Formstack
Google Workspace
Kamailio
KeyTalk
LibreNMS
LoginTC
Microsoft 365
NinjaQuoter
RenewalCompass
RingCentral Automatic Call Recording
Thinfinity Workspace
WeSignature
Wynshop
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information
Claim Radius and update features and information
Claim Radius and update features and information