All-in-One Insurance Agency Management System

An insurance agency management system (AMS) is software that helps insurance agencies manage clients, policies, documents, communications, renewals, commissions, reporting, and other day-to-day operations from one centralized platform. Insurance agency management software helps reduce manual tasks, organize agency data, and give agents easier access to the information they need to serve clients efficiently.

Jenesis is built by agents for agents. Our web-based insurance agency management software brings client management, policy management, carrier downloads, communications, marketing, reporting, and other essential tools together in one platform. Designed specifically for independent insurance agencies, JenesisNow helps streamline everyday workflows so your team can work more efficiently and focus on serving clients and growing your agency.

JenesisNow includes tools designed to help independent insurance agencies manage clients, policies, communications, marketing, accounting, and everyday agency operations. Key features include:

• ACORD forms
• Carrier downloads
• Two-way emailing and texting
• Automated marketing campaigns
• Commission tracking
• Insurance rating
• Accounting and invoicing
• Customizable reports and dashboards
• Renewal reminders
• Electronic signatures
• VoIP phone integration
• Document and client file management

JenesisNow also includes additional tools for payments, employee productivity, data backup, task management, premium financing, and more.

Yes. JenesisNow includes a Client Portal that gives customers 24/7 online access to policy documents, certificates, payment history, and other important information. This self-service access helps independent insurance agencies reduce routine service requests while giving clients convenient access to their information when they need it.

Jenesis provides comprehensive onboarding, ongoing training, and responsive customer support to help your team get the most from JenesisNow. From implementation and learning key features to ongoing questions and guidance, our team is here to help your agency use the system confidently and efficiently.

Yes. JenesisNow is designed to be easy to learn and use, with an intuitive interface, customizable dashboards, and streamlined workflows that help agents quickly access the tools and information they need. Combined with onboarding, training, and ongoing support, JenesisNow helps agencies get their teams comfortable with the system and working efficiently.

Yes. JenesisNow integrates with a variety of tools and services used by insurance agencies, including QuickBooks, insurance rating solutions, carrier download services, email platforms, electronic signature tools, VoIP phone systems, payment solutions, and more. Integrations with services such as TurboRater, IVANS, Formstack, RingCentral, and others help agencies connect important workflows and reduce duplicate data entry.