Jenesis Software

Insurance agency management solution
(140 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

US$100,00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Accounting Integration Accounting Integration
Accounting Management Accounting Management
Ad hoc Reporting Ad hoc Reporting
Appointment Management Appointment Management
Automated Billing Automated Billing
Billing & Invoicing Billing & Invoicing
CRM Integration CRM Integration
Calendar Management Calendar Management
Check Processing Check Processing
Claims Management Claims Management
Commission Management Commission Management
Contact Management Contact Management
Credit Card Integration Credit Card Integration
Custom Forms Custom Forms
Customizable Templates Customizable Templates
Data Import/Export Data Import/Export
Digital Signature Digital Signature
Document Imaging Document Imaging
Document Management Document Management
Document Storage Document Storage
Drip Marketing Drip Marketing
Electronic Signature Capture Electronic Signature Capture
Email Integration Email Integration
Email Marketing Management Email Marketing Management
Forms Management Forms Management
History Tracking History Tracking
Multiple User Accounts Multiple User Accounts
Policy Management Policy Management
Project Notes Project Notes
Quote Management Quote Management
Real Time Reporting Real Time Reporting
Receipt Management Receipt Management
Reminders Reminders
Reporting & Statistics Reporting & Statistics
SMS Integration SMS Integration
Website Management Website Management

Integrations

Integrations

Formstack Sign Formstack Sign
QuickBooks Online Advanced QuickBooks Online Advanced

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