Jenesis Software Reviews, Demo, and Pricing in 2024.
Table of Contents
An insurance agency management tool called Jenesis Software is intended to assist independent agencies in connecting with prospective clients, maintaining relationships with current customers, and strengthening bonds with policyholders. Document management, cancellation monitoring, renewal management, and marketing automation are some of Jenesis Software’s standout features.
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Enterprises may scan documents, preserve email attachments from insurance providers, and export them to various devices using Jenesis’ electronic filing solutions. The platform offers empty and filled-out ACORD forms that enable agents to change the data before printing or emailing it to clients. The forms import data from a centralized database. The quote control solution from Jenesis also enables businesses to promote quotes, send emails and letters, and keep track of client referrals to produce reports.
Features
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- Calendar Management
- Campaign Management
- Cancellation Tracking
- Claims Management
- Claims Tracking
- Client Management
- Client Portal
- Commission Calculations
- Commission Management
- Configurable Workflow
- Contact Management
- Customer Accounts
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Electronic Payments
- Email Management
- Email Marketing
- For Auto Insurance
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Pros & Cons.
PROS.
- The technical support team is excellent at answering queries and improving software to better serve agencies.
- The software is incredibly simple to use. I loved the customized assistance received from the Jenesis team.
- The functionality is quite simple to use every day and understand. With the chat feature, you may get instant assistance with any problems you encounter.
CONS.
- I began my insurance career using Jenesis, and as a result, all other systems are now useless to me.
- Another difficulty we’ve encountered is that occasionally when we go in to make a change, it doesn’t get processed right away. especially if there is an existing renewal offer.
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