Jenesis Agency ManagementJenesis Software
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RadiusRadius Bob
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Related Products
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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
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.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
Insurance companies that need a CRM solution made for insurance agencies
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$60/month/user
There are two different packages to choose from based on feature needs.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$34 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationJenesis Software
Founded: 1999
United States
www.jenesissoftware.com
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Company InformationRadius Bob
United States
www.radiusbob.com
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
Commercial Insurance Features
Billing & Invoicing
Supported
Broker / Agent Portal
Supported
Claims Management
Supported
Commission Management
Supported
Customer Portal
Supported
Document Management
Supported
Insurance Rating
Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Supported
Risk Assessment
Supported
Underwriting Management
Supported
Insurance Claims Management Features
Claims tracking
Supported
CRM
Supported
Customer portal
Supported
Document management
Supported
EDI data exchange integrations
Not Supported
Electronic claims
Not Supported
Fraud management
Not Supported
Reporting
Supported
P&C Insurance Features
Billing & Invoicing
Supported
Broker / Agent Portal
Supported
Claims Management
Supported
Commission Management
Supported
Customer Portal
Supported
Document Management
Supported
Insurance Rating
Supported
Marketing Automation
Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Not Supported
Underwriting Management
Not Supported
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Integrations
12Port
Not Supported
6connect
Not Supported
AdmitHub
Not Supported
AuthN by IDEE
Not Supported
Barracuda SSL VPN
Not Supported
Compulife
Not Supported
Docusign
Supported
FlowUp
Not Supported
Formstack
Supported
Front Rush
Not Supported
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Integrations
12Port
Supported
6connect
Supported
AdmitHub
Supported
AuthN by IDEE
Supported
Barracuda SSL VPN
Supported
Compulife
Supported
Docusign
Not Supported
FlowUp
Supported
Formstack
Not Supported
Front Rush
Supported
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