Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
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About

Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

About

tigerlab makes cloud-native, API-first insurance software. The tigerlab Broker Management System (BMS) runs insurance brokerages, and the tiger suite (formerly i2go) gives insurers, MGAs and embedded insurance providers their core systems. The BMS keeps every client, policy, document and renewal in one record. It automates commission calculations, invoicing and reconciliation, runs compliance checks such as sanctions screening for each jurisdiction, and uses AI for document extraction and email summaries. It connects to BiPRO in Germany and EcoHub in Switzerland, and runs several countries and branches on one platform. The tiger suite has four systems that run alone or together: Policy Management, Billing, Claims Management and Distribution Management. tigerlab has SOC 2 Type II attestation and ISO 27001 certification, and supports GDPR and DORA. Both product lines deploy in the cloud or on-premises and connect through open APIs. Book a demo at tigerlab.com!

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Jenesis Agency Management System works best for independent insurance agencies that focus on personal and commercial lines insurance.

Audience

Insurance brokerages that want one system for clients, policies and accounting, from retail and commercial to marine, specialty and multi-branch firms. Also insurers, MGAs and embedded insurance providers that need modern policy, billing, claims and distribution systems.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$60/month/user
There are two different packages to choose from based on feature needs.
Free Version Not Supported
Free Trial Not Supported

Pricing

- One-time setup fee
- Monthly license fee
- Transaction fee
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.6 / 5
support 4.9 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Very easy to use once you're trained to work on it. We switched to this new system and so far no glitches or crashes since I started using it.
  • Filing my policies electronically is a plus. No more shelves of endless paper files. Great time saver.
  • This system has streamlined our management processes. It's easy to navigate and their customer service has been ideal!
  • Easy to work with. Excellent Customer Service at Jenesis. Always willing to help and train if necessary. Highly would recommend.
  • Jenesis software is easy to use for our insurance agency. All your information you need is in one place and easy to access.

Cons

  • Had some trouble looking up features for clients who we previously worked with.
  • Sometimes there are glitches and updates don't appear.
  • Sometimes the policies that download show up as a different type of policy. But it's easy enough to switch them.
  • Would like to learn more about printing receipts from the customers file. That part is a little confusing. Wish downloading from other insurance companies was included and not required to be paid for.
  • I have not found anything I don't like about Jenesis.

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Jenesis Software
Founded: 1999
United States
www.jenesissoftware.com

Company Information

tigerlab
Founded: 2008
Switzerland
www.tigerlab.com/en

Alternatives

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Macaw AMS

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Verity

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Go-Insur

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iNube

iNube

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iNube

iNube

iNube Software Solutions
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Categories

Categories

Commercial Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Supported
Claims Management Supported
Commission Management Supported
Customer Portal Supported
Document Management Supported
Insurance Rating Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Supported
Risk Assessment Supported
Underwriting Management Supported

Insurance Agency Management Features

Claims Management Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Insurance Claims Management Features

Claims tracking Supported
CRM Supported
Customer portal Supported
Document management Supported
EDI data exchange integrations Not Supported
Electronic claims Not Supported
Fraud management Not Supported
Reporting Supported

P&C Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Supported
Claims Management Supported
Commission Management Supported
Customer Portal Supported
Document Management Supported
Insurance Rating Supported
Marketing Automation Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported

Commercial Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Supported
Claims Management Supported
Commission Management Supported
Customer Portal Supported
Document Management Supported
Insurance Rating Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Supported
Risk Assessment Supported
Underwriting Management Supported

Insurance Agency Management Features

Claims Management Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Not Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Insurance Claims Management Features

Claims tracking Supported
CRM Supported
Customer portal Supported
Document management Supported
EDI data exchange integrations Supported
Electronic claims Supported
Fraud management Supported
Reporting Supported

Insurance Policy Features

Cancellation Tracking Supported
Claims Tracking Supported
Policy Generation Supported
Policy Issuance Supported
Policy Processing Supported
Quotes / Estimates Supported
Rating Engine Supported
Reinstatement Tracking Supported
Reinsurance Administration Supported
Renewal Management Supported
Underwriting Management Supported

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Supported
Commercial Lines Supported
Comparative Insurance Rating Supported
Customer Portal Supported
For Casualty Insurance Supported
For Health / Medical Insurance Not Supported
For Life Insurance Not Supported
For Personal Insurance Supported
Multi-State Supported
Multiple Line Rating Supported

P&C Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Supported
Claims Management Supported
Commission Management Supported
Customer Portal Supported
Document Management Supported
Insurance Rating Supported
Marketing Automation Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Supported
Underwriting Management Supported

Integrations

AWS Cloud9 Not Supported
Damoov Not Supported
Docusign Supported
Formstack Supported
MongoDB Not Supported
Postman Not Supported
QuickBooks Accountants Not Supported
RenewalCompass Supported
RingCentral Automatic Call Recording Supported
Sage 500 Not Supported
Salesforce Not Supported
Stripe Not Supported
TurboRater Supported
Twilio Not Supported
WeSignature Supported
Xero Not Supported
Zoho Analytics Not Supported

Integrations

AWS Cloud9 Supported
Damoov Supported
Docusign Not Supported
Formstack Not Supported
MongoDB Supported
Postman Supported
QuickBooks Accountants Supported
RenewalCompass Not Supported
RingCentral Automatic Call Recording Not Supported
Sage 500 Supported
Salesforce Supported
Stripe Supported
TurboRater Not Supported
Twilio Supported
WeSignature Not Supported
Xero Supported
Zoho Analytics Supported
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information
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