Jenesis Software Features & Capabilities

Jenesis Software

NowCerts

Indio

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Trail

Billing & Invoicing

Broker/Agent Portal

Calendar 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

Forms Management

Insurance Policy Management

Insurance Policy Processing

Insurance Rating

Invoice Management

Lead Management

Life & Health

Marketing Automation

Monitoring

Pipeline Management

Policy Issuance

Policy Management

Property & Casualty

Quotes/Estimates

Rating Engine

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Referral Tracking

Reinstatement Tracking

Reminders

Renewal Management

Reporting & Statistics

Risk Assessment

Sales Reports

Search/Filter

Secure Login

Self Service Portal

SSL Security

Status Tracking

Task Management

Third-Party Integrations

Underwriting Management

User Management

Workflow Management

Macaw

A1 Tracker

EZLynx

AgentCubed

InsureEdge

Velocity

tigerlab

Layr

Applied Epic

Better Agency

ePayPolicy

I have used Jenesis software both Hosted and Web versions over the past 4 years. The easy of use with the web version is awesome. The customer service team is simply amazing. They are always there willing to help you in any way you need. 

I have used other management systems before, and Jenesis is by far the easiest with the most options for the price

Thank you, Roberta, for the kind review! We're so glad that Jenesis Software is user friendly and our Customer Support is helpful to your agency. Welcome to the Jenesis family!

Overall, Jenesis is a great software. Their team is fantastic and we have used them for 12 years. To see how far that they have come in the software is unbelievable. Their team is fantastic and always willing to help with any software issues and updates monthly. 

Good Software Great Technical Support Team!

Jenesis Software 

Thank you, Rob, for your review! We're glad that Jenesis Software's reports are working well in your agency. Welcome to the Jenesis family!

Manage customers.  Communication between agents regarding customers.  Aware of cancels and renewals.  manage quotes and new customers

Tools to manage our business

Everyone has been so wonderful to work, very accommodating to our agency's needs.

Jenesis Review

Thank you, Cindy! We appreciate your words. We're so glad that Jenesis Software is accommodating and easy for your agency to use.

My website has been helpful because I have someone to call if I need any changes, updates, or system fixes. [SENSITIVE CONTENT HIDDEN] has provided me with tips and tools to keep me on top of google searches, and he does his part to make sure I am up to date as well. I have acquired a broader customer base with the Quoting tool on my website. [SENSITIVE CONTENT HIDDEN] was able to filter out spam so I am now getting legitimate quote requests on all product lines. I am guilty in that I don't check my website often enough, but I know it is in good hands with Jenesis.

Affordable and easy to use!

Thank you so much for being a JenesisWeb customer, Vanessa! We appreciate you!

I've been an agent 3 for years. Before that, I worked in IT for 12 years. So the ability to find or create the info needed is huge. 

Why would you need anything else?

It's was an easy transition from the management system I was used to (which I used for 15 years) I've been using Jenesis for a little over a year and I have had minimal issues.

User Friendly Software

Over the past 14 years, Jenesis has been our agency management system. They have been a great asset for our agency. Whenever a problem arises and that is not that often, their team fixes it. Overall, we are more than pleased with the software and the staff at Jenesis.

Jenesis User for 14 years

Thank you, Lloyd! We greatly appreciate you!

We are so grateful we put this into place well ahead of the pandemic! It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.

Fantastic Insurance Management System

Wow, Shawna! Thank you so much for the awesome review! We appreciate it more than you know!

Absolutely fantastic. Easy to use and understand. The JenesisNow GUI is pleasant and customizable without being overly complex. I did not feel like I was needing to re-invent the wheel. 

Great Value and Easy To Use

I love the platform, and Gia my trainer was awesome, very helpful and fun, we had a good time. You guys gave a great set up. 

Why Jenesis won my AMS search

This has help streamline my job so much and I am still finding new ways to work the Jenesis features into my job to make it even easier!

Huge Upgrade!

Mariah, thank you so much for the amazing and honest review. We are more than grateful to have you guys as part of the Jenesis family and look forward to the future with your team!

We had a backlog of over a year of business that was not being maintained properly due to our previous management software being unsupportive and hard to use. All of that changed when we switched to Jenesis and their team members have helped me get back up and running within a month or so. 

Thank you, Jenesis!

Preparing my E & O is very easy with this software.  A couple of buttons and you know what you made from which company.  It's so easy to work with.  I'm not very computer literate, but Jenesis is easy for me.  Of course, I love that.

Love Jenesis

Jenesis is an excellent agency management system.  The [sensitive content hidden] of Jenesis knows what insurance agencies need and provides you with the tools to succeed.

Jenesis-the answer to your insurance needs

Thank you for your review, Jason! We are grateful for your feedback and we will take it to continue to improve Jenesis in the future. 

It's been a good system for us, overall. And they work continually to try and improve it. 

A Good Policy Management System

BEEN A CUSTOMER 15 OR MORE YEARS AND THEY HAVE ALWAYS WORKED TO MAKE SURE THEIR SOFTWARE IS COMPATIBLE TO OUR INDUSTRY CHANGES.

GOOD AMS SYSTEM

Jenesis makes it easy to understand your business while also keeping you organized and up to date on tasks and renewals as they come in.

Easy to use software by a team that understands the industry 

The Jmail feature and customizable dashboard save me a lot of time. 

Customizable and User Friendly

Very User Friendly

Very Pleased

Wow, Rob. Thanks for such an amazing review. Glad you are super happy with your site! 

Jenesis is a game changer 

Great Agency Management System

I am able to manage the agency activity and do projections based upon data that is stored in the system

Agency Management

Thank you, George! We truly appreciate your words - we'll definitely keep all you said in mind!

Jenesis Software Features

Features Summary

Screenshots

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