Digitally Transform Your Agency

Jenesis Software

Insurance Agency Management System

Our web-based software is designed to help you manage existing clients, market to potential prospects, increase efficiency and build strong relationships with your policyholders. Schedule a free demonstration and learn how our insurance agency management system can transform your agency.

Enhanced Features in Jenesis

Client Portal Icon
Client Portal

Gives insured customers access to policy documents, certificates of insurance and much more.

Email Integration icon

Email Integration

Features include the familiar Inbox, Sent, Drafts, Trash & folders. Sent and received emails are logged in a customer’s profile.

Automated Email Marketing

Save time & money and increase revenue with marketing campaigns.

Acord Library

Acord Forms Library

Many commonly used blank and pre-filled Acord forms to give you flexibility.

Invoicing

Invoices can be printed or emailed directly to your customers.

Additional JenesisNow Features

End of Day Manager

Close out your cash drawer at the end of the day with the End of Day Manager.

Rater

Begin by recording the customer’s name and information and then simply complete …

Carrier Downloads

Download Personal Lines and Commercial Lines from most insurance carriers in the US.

Media Files

We offer several options for you to attach media of many different kinds.

Commission Manager

Commission Tracking and Downloads is a critically important feature.

Suspense

The Suspense Feature helps you keep track of all your to-dos and reminders.

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Notes

Notes option is like having a searchable notepad available per client.

Customizable Reports

Pull instant reports related to production, renewals, source of business, etc.

Receipts & Payments

Easily generate receipts for payments to send to your customer or save for future reference.

Text & Email Directly from Jenesis

Send a text or an email automatically from within your agency software.

Import Customers/Prospects

The import tool allows you to import a list of customers or prospects from a .csv file.

Training & Implementation

Using an Agency Management System is one thing. Using all its features and shortcuts…

Customizable Dashboard

Configure your dashboard to match your agency’s business and your personal working style.

Renewal Reminders

Reminders offer a number of filters and options including Status, Effective Date Range, line of business and Policy Owner.

Unlimited Data Backup

Backup data safely knowing you’re not going to run out of space.

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Electronic Signature

Get important documents signed remotely and electronically for convenience and security.

Credit Card Integration

Allow customers to pay with a credit card using Simply Easier Payments (SEP) or Sprucebooks.

Premium Finance Integration

Integration with Imperial PFS offers many benefits to agencies.

Employee Time Clock

Track time and productivity by allowing staff to clock in and out during working hours.

Employee Transaction & Productivity Log

Know how productive your employees are performing and track their transactions.

Contact our sales team to discuss all available options!

Accounting & Quickbooks

Keep accounting aligned with your accounts and the ability to integrate Quickbooks.

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InstaCheck

Print a check for your customer directly from the receipting feature.

Quote Control

Keep all of your quotes organized and in one place.

NC Rater

Get a fast rate with our North Carolina Rater.

Real-Time Carrier Logins

Go directly from Jenesis and log in to the carrier website with one click. 

System Requirements for JenesisNow

Minimum requirements for running JenesisNow:

 

Browser Recommendation:

  • Google Chrome is recommended

High Speed Internet Connection:

  • Jenesis recommends the fastest speed offered in your area. It provides the best experience and is key to efficiency, productivity and happiness of your agents.

Printer/Scanner:

  • If you scan directly into Jenesis: You must have a twain driver compatible scanner.We can help you determine whether or not what you have in your office will work.
  • If you attach scanned images from your computer into Jenesis: You can use the scanner of your choice.

Monitors:

  • Jenesis highly recommends investing in dual monitors for each agency workstation.  It’s one of the least expensive things you can do to promote efficiency and happiness of your staff.  It allows the agent to have Jenesis open on one monitor and other applications like email, carrier sites, etc. up on the second monitor.

Data Security:

  • Your data on JenesisNow is stored on servers that are located in a data server facility in the US. These facilities are extremely secure and provide electronic and physical security, two-factor authentication, and CCTV surveillance. We also secure your data from end-to-end with a PCI-compliant SSL certificate that’s updated every 90 days and store critical data in our system using a modified proprietary 256-bit encryption algorithm.

System Requirements for JenesisClassic

Minimum requirements for running JenesisClassic cloud version:

 

Processor (CPU):

  • i3 2.00 GHz processor

RAM:

  • 4 GB (32-bit Windows) or 6GB (64-bit Windows)

Operating Systems:

  • Windows 7 Pro with Service Pack 1
  • Any higher version of Windows
  • Mac, Intel, 64-bit processor
  • OS X 10.11 or later

Third Party Software:

  • Microsoft.NET Framework 4.6.1
  • Microsoft MFC 14.13

Browser Recommendation:

  • Google Chrome is recommended
  • Internet Explorer 11.0 or higher is acceptable

High Speed Internet Connection:

  • Jenesis recommends the fastest speed offered in your area. It provides the best experience and is key to efficiency, productivity and happiness of your agents.
  • We strongly recommend an ethernet connection, rather than wifi. This gives you the most stable connection as well as a fast user experience. Wireless networks are not recommended due to the unstable nature of the connection type.
  • Minimum requirement – 20 mbps down & 5 mbps up

Printer/Scanner:

  • If you scan directly into Jenesis: You must have a twain driver compatible scanner. We recommend Brother printer/scanner combos, as our customers have had the best experience with Jenesis scanning and printing while using this brand, although others will work.  We can help you determine whether or not what you have in your office will work.
  • If you attach scanned images from your computer into Jenesis: You can use the scanner of your choice.

Monitors:

  • Jenesis highly recommends investing in dual monitors for each agency workstation.  It’s one of the least expensive things you can do to promote efficiency and happiness of your staff.  It allows the agent to have Jenesis open on one monitor and other applications like email, carrier sites, etc. up on the second monitor.

Data Security:

  • Your data on JenesisClassic is stored on servers that are located in a data server facility in the US. These facilities are extremely secure and provide electronic and physical security, two-factor authentication, and CCTV surveillance. We also secure your data from end-to-end with a PCI-compliant SSL certificate that’s updated every 90 days.

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