von Jenesis Software
Wer nutzt diese Software?
Jenesis is best for Independent Insurance Agencies who focus on personal & commercial lines. We offer 3 Agency Management System options, all designed by an Insurance Agent for Insurance Agencies.
Durchschnittliche Bewertung41 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Installiert - Mac
Cloud, SaaS, Web
Installiert - Windows
Mobile - iOS Native
Mobile - Android Native
Support während der Geschäftszeiten
Angaben zum Hersteller
- Jenesis Software
- Gegründet 1999
Über Jenesis Software
Jenesis is a cloud-based management system that is designed to help insurance agents manage existing Personal lines and Commercial lines clients as well as Life and Health customers. Build strong relationships with policyholders while automatically marketing to potential customers and increase efficiency with pre-fillable Acord forms. In addition to Jenesis management system, JenesisWeb website design services provide you the opportunity to have all of your agency needs in one place.
Jenesis Software Funktionen
- Abrechnung & Rechnungsstellung
- Makler- / Agenten-Portal
- Richtlinien Managemen-
- Leben & Gesundheit
- Richtlinien Managemen-
- Schaden- und Unfallversicherung
- Angebote / Schätzungen
- Ansprüche nachverfolgen
- Nachverfolgung von Stornierungen
- Wiederanstellung nachverfolgen
Die hilfreichsten Reviews für Jenesis Software
Bewertet am 5.6.2019
Kommentare: Preparing my E & O is very easy with this software. A couple of buttons and you know what you made from which company. It's so easy to work with. I'm not very computer literate, but Jenesis is easy for me. Of course, I love that.
Vorteile: We all love Jenesis at our office. The ease of looking up a customer, seeing all the notes about the customer let you know what has happened with them without having to go through all that again by mouth. You post the payments to Jenesis, and you make notes. One look and you know what's going on. You can see if they are canceled, pending cancelation or right on time.
Nachteile: The least thing I like about Jenesis is when you post a payment you get notes back, example The date paid field on this policy is empty. I'm not sure if we are properly putting the information in or it's just a hiccup.
Bewertet am 9.10.2017
Very good to work with. Constantly improving something that's already good.
Kommentare: 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.
Vorteile: 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.
Nachteile: 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.