Jenesis Software is a comprehensive agency management system built specifically for independent insurance agencies, offering a wide range of tools to streamline operations and enhance client service. It includes features for policy management, quoting, CRM, automated notes, and customizable reporting across personal and commercial lines. The platform supports ACORD forms, IVANS carrier downloads, electronic signatures, and receipt/remittance management, while integrating with QuickBooks and Simply Easier Payments for accounting and billing. Jenesis also offers marketing automation, website design, and SEO services to help agencies grow their digital presence. Its web-based interface allows agents to work remotely, manage suspenses and reminders, and access real-time data for decision-making. With modules for commission tracking, lead management, and client portals, Jenesis empowers agencies to improve efficiency, retain clients, and scale their operations with confidence.
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المميزات1
الفئات4.5
تقييم المستخدم الذي تم التحقق منه
Credit card processing integrationInstaCheck for remote check paymentsElectronic signature integrationSuspense management systemReceipt and payment trackingCarrier downloads via IVANSAutomated notes and remindersACORD forms libraryClient portal accessCustomizable dashboard and reportsTwo-way email and SMS communicationCommission managementAutomated logins with J-LinksQuickBooks accounting syncZapier and VoIP integrationsWebsite design and SEO servicesLead and referral trackingPolicy and claims managementDocument imaging and storageEmailDesktop - WindowsCloud, SaaS, Web-Based
