Jenesis Agency Management


Logotipo de Jenesis Agency Management

 

124 reseñas (4.5/5)
 

Jenesis is a cloud-based solution that helps insurance agents manage personal and commercial lines and obtain new potential customers. Key features include claims management, rating engine, policy processing and reinstatement tracking.

Designed for independent insurance agencies, Jenesis comes with an Association for Cooperative Operations Research and Development (ACORD) library, which includes both prefilled and fillable PDF forms. Its drag-and-drop interface allows users to create, edit and import image attachments from client profiles and share them across the team. Additionally, the solution enables enterprises to automate accounting tasks and manage remittances for customers.

Jenesis allows integration with third-party applications such as QuickBooks and J-Books. It is available on a monthly subscription and support is extended via documentation, phone, email and other online measures.  

 

Jenesis Agency Management - Dashboard
 
  • Jenesis Agency Management - Dashboard
    Dashboard
  • Jenesis Agency Management - Images
    Images
  • Jenesis Agency Management - Interactions
    Interactions
  • Jenesis Agency Management - Certificate of liability insurance
    Certificate of liability insurance
  • Jenesis Agency Management - Suspense
    Suspense
  • Jenesis Agency Management - Client main screen
    Client main screen
Sistemas operativos compatibles:
Windows XP, Mac OS, Navegador web (independiente de SO), Windows 8, Windows 10

124 reseñas sobre Jenesis Agency Management

 

Johnny E.

9/10/2017

9/10/2017

Fuente de la reseña: Capterra

Very good to work with. Constantly improving something that's already good.

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I just put all this in a few pages back. So hey let's review. It makes keeping up with customers and their forms much easier.

Puntos a favor

Functional. The buttons aren't a mystery to find. I use this software daily at three locations. It has streamlined my procedures for keeping up with forms and files. If I get a call from an adjuster wanting a copy of forms all I have to do is pull up the name of the customer and efax it right out.

Puntos en contra

Lack of name recognition. I'm sure this won't last long. The only other downside is that it can be a little fussy with downloads. If everything doesn't match up you have to do a manual override. Good and bad in that.

Mike B. Especialidad: Seguros Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

25/7/2019

25/7/2019

Fuente de la reseña: Capterra

Good Software Great Technical Support Team!

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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.

Puntos a favor

This software does a lot from agency management and employee management, to quoting, to policy servicing. Works with IVANS. The technical support team does a great job about helping with any questions or making changes to software to better serve agencies. They actually take suggestions and implement them much more than other softwares.

Puntos en contra

Software lacks in commercial functionality. They continue to improve commercial account servicing though and are on their way to making it a great system for commercial. Life and Health is a challenge in the software but bare basic functionalities are there.

Brittany B. Especialidad: Seguros Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

8/12/2019

8/12/2019

Fuente de la reseña: Capterra

Mediocre Agency Management System

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They have great webinars & the training is live online, which we really liked as well.

Puntos a favor

I like that it handles claims, customer management, the insurance rating and most importantly with our agents - commission management.

Puntos en contra

I don't like that they don't have 24/7 support. The support system is only avaiable during regular business hours, which is hard within our agency when we have had minor problems with freezing up.

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Respuesta: Jenesis Software 12/12/2019

Thank you so much for the kind review, Brittany! We would love for support to be offered 24/7 as well. Hopefully, we get there very soon!

Johnny E. Especialidad: Seguros Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

1/11/2019

1/11/2019

Fuente de la reseña: Capterra

The best organizer for the unorganized agent

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Very professional and nice.

Puntos a favor

It simply makes my job easier. Once I upload the file I don't have to hunt it in the file room. I can email documents without having to print.

Puntos en contra

Search for customers gets off to putting the wrong things on top with some. On some last name will not show up if you enter first name it will show.

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Respuesta: Jenesis Software 4/11/2019

Johnny,

Thank you, thank you, thank you for the amazing review! We've enjoyed working with you!

Jennifer J. Especialidad: Seguros Número de empleados:  13-50 empleados Número de empleados:  13-50 empleados

12/8/2019

12/8/2019

Fuente de la reseña: Capterra

Jenesis Software

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Puntos a favor

When working at its best I think it is great. The best feature is the group quoting feature.

Puntos en contra

lots of problems with commercial imports , items disappearing (aka: quotes,note,etc) when system I guess has not had a compact and repair so not sure whos end this falls on.