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Jenesis Software

Insurance Agency Management Made Easy.

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Overview

Jenesis Software is a cloud-based agency management system designed to be easy to use and affordable for independent insurance agencies. It offers a range of features to help agencies manage their business, including policy management, customer relationship management, and reporting.

✨ Key Features

  • Policy management
  • Customer relationship management (CRM)
  • Document management
  • Reporting and analytics
  • ACORD forms

🎯 Key Differentiators

  • Focus on ease of use and a simple, intuitive interface.
  • Affordable, transparent pricing.
  • Integrated marketing and rating tools.

Unique Value: Provides a simple, affordable, and effective all-in-one platform for independent agencies to manage their business and marketing efforts without the complexity of larger systems.

🎯 Use Cases (3)

Managing an independent insurance agency Streamlining workflows Improving customer service

✅ Best For

  • Helping a small agency get organized and become more efficient
  • Providing a user-friendly platform for agents who are not tech-savvy

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large, multi-location insurance agencies

🏆 Alternatives

EZLynx AgencyBloc NowCerts

Offers a more user-friendly experience and more straightforward pricing than many larger AMS competitors, making it an accessible choice for smaller agencies.

💻 Platforms

Web

🔌 Integrations

QuickBooks ePayPolicy Various insurance carriers

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (NA tier)

🔒 Compliance & Security

✓ GDPR

💰 Pricing

$79.00/mo

✓ 30-day free trial

Free tier: NA

Visit Jenesis Software Website →