Commercial Lines and Personal Lines Insurance

98% Customer Satisfaction from Insurance Agencies

Insurance Agency Management System

Insurance agency management

Save Time

Time is valuable.  We help you maximize your time.  Check out some ways we help you and your data through your client management system.

  • Automation: Pre-filled Acord Forms and Company Downloads. Get information like renewal offers quickly into your system. And link directly from the software to multiple carriers.
  • Suspenses: Easily track your follow up tasks. Never spend time again sorting through those pesky post it notes.
  • Automated notes:  Let us do the work for you. Jenesis makes automated notes throughout the day anytime you take action.
Insurance agency management

Make Money

As we make money, we also need ways to manage it.  Jenesis Agency Management can help.  Track payments and manage money easily.

  • Tracking: Integrated Receipting and Reporting features that track your daily payments.
  • Payment Options: Easy to use features like Insta-check and Simply Easier payments giving you and your customers options.
  • Accounting and Quickbooks: integrations also help you manage your daily, weekly and monthly payment transactions.
  • Reports: Have clients that have home without auto? Easily pull reports that pull that information to increase cross-selling.
Insurance agency management

Grow Revenue

Use the insurance software as a way to grow your business.  We help you manage potential leads and much more.

  • Quote Control: Generate your own lead database with Jenesis Quote Control.  You can easily pull reports and track information for anyone you have entered in to your database.
  • Email and Direct Mail Campaigns: Use your information to your benefit. Jenesis offers both direct mail and email campaigns that can automatically market to your clients.
  • Surveying Tools: Built in Survey to target existing potential for growing your business. Jenesis gives you the tools to work angles and provide better service for your clients.

Facilitating Growth for Insurance Agencies

We offer well-priced services to grow your insurance agency faster, easier, and more efficiently.

“The nice thing about Jenesis is that it allows us to take care of our daily tasks and it’s affordable. You control the features you want. By having everything at our fingertips we are able to provide service to our customers more efficiently, so they spend less time in the office.”

Johnson Insurance Management, Monroe, NC

Our team of trainers and support staff works with you and your agency.  We make sure you are successful.

“Jenesis Software was made by an agent for an agent, and I wouldn’t use anything else. I’ve been using Jenesis agency management system for around 12 years now. It has helped my agency’s productivity. And it has helped us stay on top of things for our customers.”

Mike Dixon, Dixon Insurance

Our business is to make growing

your insurance agency easier

Our business is to make growing

your insurance agency easier

Fast, Efficient and Affordable.  Our Agency Management Solution gives you everything you need at your fingertips.  From managing your clients to marketing efforts. We provide everything you need in one simple solution.  Built by an agent for an agent.
“The nice thing about Jenesis is that it allows us to take care of our daily tasks. And it’s affordable. By having everything at our fingertips we are able to provide service to our customers more efficiently.  They spend less time in the office and more time doing the things they enjoy.”

Johnson Insurance Management

“Jenesis Software was made by an agent for an agent. I wouldn’t use anything else.” Mike Dixon

Dixon Insurance

Our cloud backup solutions are simple and affordable.  We provide a backup of your Jenesis data.  And we can also back up personal items. None of your personal electronic documents will ever get lost in the shuffle.  Protection that’s priceless.
Don’t let your agency go unnoticed.  Simple easy and stylish insurance websites. We provide beauty and functionality.  We know what insurance agents need to be seen.
“The new website has helped our agency to obtain a contract with a major standard insurance carrier. We’ve used their agency management system for 11 years.  it has worked well for our agency and now, so does JenesisWeb.” Cleo Blue

Blue Associates LLC