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Average Ratings 22 Ratings

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ease
features
design
support

Description

AGENCYMATE serves as your ultimate companion, designed to assist Agents in every facet of their business, and we envision ourselves as an integral part of your agency, functioning as your personal virtual AGENCYMATE. This robust, fully integrated, and automated agency management platform empowers Agents to deliver exceptional service across the entire customer journey, from lead generation to sales and ongoing service, every single day. In a marketplace saturated with various agencies and insurance offerings, selecting a platform that helps you stay ahead and attract clients is crucial! With AGENCYMATE, your agency can begin operations in just a few minutes, thanks to straightforward guides that enable you to dive right into lead management. Impress your potential clients with quick, personalized responses while equipping your team with a seamless lead nurturing process, ensuring no sales opportunity is overlooked! Rather than merely managing your operations, experience the confidence to excel with AGENCYMATE, the comprehensive mobile agency platform crafted by agents specifically for agents, enabling you to reach new heights in your business.

Description

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Formstack
Microsoft Azure
RingCentral Automatic Call Recording
TurboRater
WeSignature

Integrations

Docusign
Formstack
Microsoft Azure
RingCentral Automatic Call Recording
TurboRater
WeSignature

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$60/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AGENCYMATE

Country

Australia

Website

agencymate.com

Vendor Details

Company Name

Jenesis Software

Founded

1999

Country

United States

Website

www.jenesissoftware.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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