Jenesis Software

Jenesis Software

Designed for the insurance industry, this web-based agency management system enhances efficiency and fosters strong client relationships. Users can manage clients, streamline marketing efforts, and access features like a client portal and integrated payment solutions from any device. Ongoing support and training ensure agents maximize their potential and revenue.

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Top Jenesis Software Features

  • Web-based access
  • Client portal
  • 24/7 document access
  • Email integration
  • ACORD forms support
  • Carrier downloads
  • Credit card integration
  • Sales and retention management
  • Comprehensive training program
  • Ongoing customer support
  • Customizable agency packages
  • Efficient client management
  • Marketing automation tools
  • Invoicing and receipt generation
  • Mobile device compatibility
  • User-friendly interface
  • Business efficiency improvement
  • Policyholder relationship building
  • Remote staff collaboration
  • Revenue stream maximization