Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Telagus

Telagus

Telsa Media
+
+

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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

Our proprietary growth, efficiency and intelligence (GEI) platform keeps you and your team focused on the daily decisions and actions needed to drive your business forward. A customizable dashboard ensures your mission-critical KPIs are front of mind, supported with the business intelligence you need to make sound decisions. Add additional tools from the Telagus marketplace. Already baked in into our platform, you simply select and switch them on as you need them. Increase sales and revenue by nurturing and marketing to your prospects and client lists. Includes form builders, a library of email templates, and auto-responders. Manage and control the workflow of your teams and individuals through our project management, task, and collaboration tools. Track key tasks, set deadlines, assign collaborators, and more.

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

Companies searching for a CRM software for marketing automation

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

$371.66 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:

Review this Software

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.

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

Telsa Media
Founded: 2015
United Kingdom
telagus.com

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Categories

Categories

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 Management 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

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
Google Analytics
Google Workspace
Instagram
LinkedIn
Microsoft 365
QuickBooks Online
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature
X (Twitter)
Xero

Integrations

Docusign
Formstack
Google Analytics
Google Workspace
Instagram
LinkedIn
Microsoft 365
QuickBooks Online
RenewalCompass
RingCentral Automatic Call Recording
TurboRater
WeSignature
X (Twitter)
Xero
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