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   Agency Management System Options

Desktop Version

Our Desktop Version consists of loading the Agency Management System directly to your Server and workstations so that it can be accessed by multiple users simultaneously. Policyholder data stored will reside on your network and will require you to back it up when needed. This option is perfect for the agency who:

  • Wishes to manage, protect and backup their customer data.
  • Rarely needs access to customer data from outside the Agency.
  • Has other network data stored that requires back-up.

Cloud Version

The Cloud Hosted Version is accessible via the internet 24/7. Agents using this version will be able to access their Agency Management System from anywhere on the internet. We handle the updates, backups, security, and virus protection. This option is perfect for the agency who:

  • Needs regular access to customer information away from the office.
  • Does not have adequate back-up processes in place in the Agency.
  • Has little or no need to back-up other data on agency server.

Web Version

Aptly named, the Web Version (JenesisNow.com) delivers your data to you anywhere, anytime, using only a modern web browser. While this version is in its infancy, it will grow to offer the same integrations and power of our other versions. This version will be available with a-la-carte modules so you can tailor it exactly to your needs. This option is perfect for the agency who:

  • Needs regular access to customer information away from the office.
  • Doesn’t want to worry with back-ups.
  • Is just starting but still understands the need to keep their agency organized and efficient.

For Instructions on How to Sign Up click here.

Desktop Features

Demo Video

Desktop Requirements

  • Operating System: Windows XP or higher.
  • Processor: 2.0 GHz or higher
  • Ram: 4 GB recommended – 1 GB or higher minimum
  • Network: 1 gigabit ethernet

For Instructions on How to Sign Up click here.

Cloud Features

Demo Video

Cloud Hosted Requirements

  • Operating System: Windows XP or higher
  • Internet Speed: Broadband of 1.5mbps down or higher

For Instructions on How to Sign Up click here.

Web Features

Demo Video

Web Requirements

  • Operating System: Windows XP or higher?, Mac, Tablet, Smartphone
  • Browser: HTML5 compliant (Chrome or Firefox is recommended)
  • Internet Speed: Broadband is recommended

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Pricing

Desktop Version

Cloud Version

Web Version

Monthly Fees Per Location

$75  – Base Fee

$25  – User Fee (Per User)

$50  – NC Rater +

$50  – Downloads +

$50  – Marketing Automation +

$10  – QuickBooks +

Monthly Fees Per Location

$75  – Base Fee

$50  – User Fee (Per User)

$50  – NC Rater +

$50  – Downloads +

$50  – Marketing Automation +

Monthly Fees Per Location

$75  – Base Fee

$10  – User Fee (Per User)

$50  – Downloads +

 Optional One Time Services

$Free – Setup/License/Install

$250 – Download Request Assistance +

$150 – User Certification  (per User  and 1/2 back if completed in 30 days) +

$250 – Marketing Automation  (New User Price – Existing users please contact Jenesis) +

$50  – QuickBooks Tool+

$750 – Conversion Fee

 Optional One Time Services

$250 – Download Request Assistance +

$150 – User Certification  (per User  and 1/2 back if completed in 30 days) +

$250 – Marketing Automation  (New User Price – Existing users please contact Jenesis) +

$750 – Conversion Fee

 Optional One Time Services 

$250 – Download Request Assistance +

$150 – User Certification  (per User  and 1/2 back if completed in 30 days) +

* $10 per month Multiple Location discount applies on Desktop and Cloud Version
* 1/2 back on User Certification is not valid with any other promotions
+ Optional Features