Jenesis Agency ManagementJenesis Software
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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
Shepherd is the first MGU for large scale commercial risks that provides proactive solutions to drive premium savings for clients. We're an insurtech MGU offering casualty lines for commercial construction projects or programs. Shepherd's mission is to make our industry safe and sustainable by rewarding the most innovative builders. Customizable at the project level to easily track compliance status and renewals. Shepherd provides risk assessments alongside our proposals to help clients identify and take action on exposure or claims trends. Visualize the top contributors to premium based on payroll analysis. Identifying claims trends and evaluating performance relative to peers.
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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
Companies looking for an all-in-one commercial Insurance platform
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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
There are two different packages to choose from based on feature needs.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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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 InformationShepherd
Founded: 2020
United States
shepherdinsurance.com
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Categories |
Categories |
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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
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 Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Claims Management Features
Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting
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Integrations
Docusign
Formstack
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature
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Integrations
Docusign
Formstack
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature
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