Jenesis Software
Insurance Agency Management System
Our web-based software is designed to help you manage existing clients, market to potential prospects, increase efficiency and build strong relationships with your policyholders. Schedule a free demonstration and learn how our insurance agency management system can transform your agency.
Enhanced Features in Jenesis
Acord Forms Library
Many commonly used blank and pre-filled Acord forms to give you flexibility.
2-way Emailing and Texting
Send a text or an email automatically from within your agency software.
Automated Marketing Campaigns
Save time & money and increase revenue with marketing campaigns.
Accounting
Keep accounting aligned with Quickbooks export, receipting/invoices and payment detail reports.
VoIP Integration
Efficiently receive and make calls from your computer. Automatically recognize client phone numbers.
Additional JenesisNow Features
End of Day Manager
Close out your cash drawer at the end of the day with the End of Day Manager.
Rater
Begin by recording the customer’s name and information and then simply complete …
Carrier Downloads
Download Personal Lines and Commercial Lines from most insurance carriers in the US.
Media Files
Commission Manager
Commission Tracking and Downloads is a critically important feature.
Suspense
The Suspense Feature helps you keep track of all your to-dos and reminders.
Notes
Notes option is like having a searchable notepad available per client.
Customizable Reports
Pull instant reports related to production, renewals, source of business, etc.
Receipts & Payments
Easily generate receipts for payments to send to your customer or save for future reference.
Email Integration
Features include the familiar Inbox, Sent, Drafts, Trash & folders. Sent and received emails are logged in a customer’s profile.
Import Customers/Prospects
The import tool allows you to import a list of customers or prospects from a .csv file.
Training & Implementation
Using an Agency Management System is one thing. Using all its features and shortcuts…
Customizable Dashboard
Configure your dashboard to match your agency’s business and your personal working style.
Renewal Reminders
Reminders offer a number of filters and options including Status, Effective Date Range, line of business and Policy Owner.
Unlimited Data Backup
Backup data safely knowing you’re not going to run out of space.
Electronic Signature
Get important documents signed remotely and electronically for convenience and security.
Credit Card Integration
Allow customers to pay with a credit card using Simply Easier Payments (SEP) or WeSignature Payments
.
Premium Finance Integration
Integration with Imperial PFS offers many benefits to agencies.
Employee Time Clock
Track time and productivity by allowing staff to clock in and out during working hours.
Employee Transaction & Productivity Log
Know how productive your employees are performing and track their transactions.
Contact our sales team to discuss all available options!
Invoicing
Invoices can be printed or emailed directly to your customers.
InstaCheck
Print a check for your customer directly from the receipting feature.
Quote Control
Keep all of your quotes organized and in one place.
NC Rater
Get a fast rate with our North Carolina Rater.
Real-Time Carrier Logins
System Requirements for JenesisNow
Minimum requirements for running JenesisNow:
Browser Recommendation:
- Google Chrome is recommended
High Speed Internet Connection:
- Jenesis recommends the fastest speed offered in your area. It provides the best experience and is key to efficiency, productivity and happiness of your agents.
Printer/Scanner:
- If you scan directly into Jenesis: You must have a twain driver compatible scanner. We can help you determine whether or not what you have in your office will work.
- If you attach scanned images from your computer into Jenesis: You can use the scanner of your choice.
Monitors:
- Jenesis highly recommends investing in dual monitors for each agency workstation. It’s one of the least expensive things you can do to promote efficiency and happiness of your staff. It allows the agent to have Jenesis open on one monitor and other applications like email, carrier sites, etc. up on the second monitor.
Data Security:
- Your data on JenesisNow is stored on servers that are located in a data server facility in the US. These facilities are extremely secure and provide electronic and physical security, two-factor authentication, and CCTV surveillance. We also secure your data from end-to-end with a PCI-compliant SSL certificate that’s updated every 90 days and store critical data in our system using a modified proprietary 256-bit encryption algorithm.
System Requirements for JenesisClassic
Minimum requirements for running JenesisClassic cloud version:
Processor (CPU):
- i3 2.00 GHz processor
RAM:
- 4 GB (32-bit Windows) or 6GB (64-bit Windows)
Operating Systems:
- Windows 7 Pro with Service Pack 1
- Any higher version of Windows
- Mac, Intel, 64-bit processor
- OS X 10.11 or later
Third Party Software:
- Microsoft.NET Framework 4.6.1
- Microsoft MFC 14.13
Browser Recommendation:
- Google Chrome is recommended
- Internet Explorer 11.0 or higher is acceptable
High Speed Internet Connection:
- Jenesis recommends the fastest speed offered in your area. It provides the best experience and is key to efficiency, productivity and happiness of your agents.
- We strongly recommend an ethernet connection, rather than wifi. This gives you the most stable connection as well as a fast user experience. Wireless networks are not recommended due to the unstable nature of the connection type.
- Minimum requirement – 20 mbps down & 5 mbps up
Printer/Scanner:
- If you scan directly into Jenesis: You must have a twain driver compatible scanner. We recommend Brother printer/scanner combos, as our customers have had the best experience with Jenesis scanning and printing while using this brand, although others will work. We can help you determine whether or not what you have in your office will work.
- If you attach scanned images from your computer into Jenesis: You can use the scanner of your choice.
Monitors:
- Jenesis highly recommends investing in dual monitors for each agency workstation. It’s one of the least expensive things you can do to promote efficiency and happiness of your staff. It allows the agent to have Jenesis open on one monitor and other applications like email, carrier sites, etc. up on the second monitor.
Data Security:
- Your data on JenesisClassic is stored on servers that are located in a data server facility in the US. These facilities are extremely secure and provide electronic and physical security, two-factor authentication, and CCTV surveillance. We also secure your data from end-to-end with a PCI-compliant SSL certificate that’s updated every 90 days.