JenesisNow

Overview

JenesisNow is a cloud-based agency management system from Jenesis Software, built for independent insurance agencies. It keeps client and policy records, carrier downloads for personal and commercial lines, commissions, agency accounting and a client portal in one system, and connects to outside raters, phone systems and e-signature services. Prices are not published; the vendor asks agencies to request a demo, and states that some integrated products are charged on top of the standard monthly fee.

Key Facts

Features

Clients and policies

Client and policy records in one system, with policy documents, certificates, photos, licences and contracts kept as media files per client, and a library of blank and pre-filled ACORD forms

Lines of business and markets

Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned

Comparative rating and quoting

Integrations with third-party comparative raters, named as PL Rater and ITC TurboRater, for comparing personal lines quotes across carriers; agencies in North Carolina also get a built-in comparative rater with direct access to named carriers. The vendor states that a product on this page carries additional charges outside the standard monthly fee

Carrier downloads and connectivity

Downloads of personal and commercial lines policy data, renewals, endorsements and commissions, with IVANS, Ebix and Brovada named as carrier data integrations; the number of carriers is not stated

Sales pipeline and renewals

Renewal reminders that can be filtered by status and effective date, and import of customer and prospect lists from a CSV file

Commissions and agency accounting

Commission Manager for tracking commissions, setting user and company commission percentages and receiving commission downloads, plus accounting tools with invoicing, receipts and a QuickBooks export

Client portal and certificates

Client portal where insured customers view coverages, policy documents, certificates of insurance and payment history, and print and share documents, plus e-signature for applications, receipts and statements of no loss

Compliance records and audit trail

Agency-wide and location-specific user permissions, a separate permission for access to policy-level commission values, and a note and agency log entry whenever the company, term or term date of a policy is changed

Reports and exports

Customizable reports for production, renewals, source of business, CSR efficiency and lines of business, with dashboards

Integrations and API

Integrations with PL Rating, TurboRater, QuickBooks, IVANS, Ebix, DocuSign, Formstack Sign, RingCentral, Twilio, Zapier and others; a public API is not mentioned on the vendor site

Integrations

• PL Rating
• TurboRater
• QuickBooks
• IVANS
• Ebix
• Brovada
• DocuSign
• Formstack Sign
• RingCentral
• Twilio
• Zapier
• Imperial PFS

Deployment and Support

Deployment

• Cloud (SaaS)

Support

• Email helpdesk
• Phone

Pros and Cons

Pricing

Alternatives and Comparisons

What users say

Reviews

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