When Eddie Price, the developer of Jenesis Agency Management Software first opened his independent insurance agency in the early 90’s, it didn’t take long for him to become immersed in paperwork as he tried to juggle multiple carriers who specialized in various types of business.  He quickly realized that his agency needed an agency management tool that could do two things.  First, it must be able to provide agency CSRs with the tools necessary to ensure excellence in the areas of quoting, policy inquiry and policy changes.   Being able to serve these areas are critical in the agency’s quest to provide excellent customer care. Secondly, the system must be able to provide the Agency Owner with reporting functionality that provided data in custom, selected increments for analysis ranging from daily transaction and accounting, to quote to sold percentages by company, by CSR. Upon researching the marketplace for a management system that met his needs, he found there were no practical, affordable programs that did the things he needed. Thus, Jenesis was born!

Take a look below at the many Features and Benefits currently provided by the Jenesis Software program.

• Multiple Policy Type Support with Acord® Form Library - Supports Auto, Home, Mobile Home, Commercial as well as Life Health customers with a full Acord library included!
• Automated Receipt / Remittance Management - Makes end of the day accounting tasks easier to manage and records better organized!
• Exclusive Quote Control® Feature - Allows agents to store all quotes in one storing house, regardless of type for easy access!
• Supports IVANS AL3 Downloads - Jenesis supports daily auto/home policy downloads designed to update your Jenesis customer records directly from carriers who subscribe to IVANS. See List of Download Partners
• Integrated Imaging - Do away with those paper files and filing cabinets by going paperless with our imaging feature. File by Customer or by transaction…it’s your choice!
• J – Link™ Real Time Connection  - Company web-site management has never been so easy!  J – Links provides automated web-login, a web-site management center and real time policy access via a button click! See List of J - Link Partners
• Management Reporting - Pull instant reports related to production, renewals, source of business, CSR efficiency, etc… on various lines of business from Auto to Life and Health.
• CSR Tools – Suspense, Calendar, Inter-Office Email - Supports a more effective, organized environment that is fully integrated within the Jenesis program!
• Automated Note Feature in Customer Profile - System creates an “electronic paper trail” for each transaction completed by agency personnel resulting in improved communications, better documentation and less E & O exposure.
• Effective Marketing Tools - These include System Letters, Referral Tools, Cross-Sell Reporting and Phone Tree® communications, all designed to reach both current customers as well as prospective customers!
• Bridge Integration with many Rating Vendors - We have bridge Integration from many rating vendors including Accu-Auto.  ITC Turbo-Rater is coming soon!