Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.
Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. Users can create custom workflows to assign tasks, track progress, and streamline staff activities.
AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.7 /5
(283)

Ease of Use

4.7/ 5

Features

4.6/ 5

Customer Service

4.9/ 5

Value for Money

4.7/ 5

Overall rating

3.6 /5
(59)

Ease of Use

3.2/ 5

Features

3.5/ 5

Customer Service

3.3/ 5

Value for Money

3.2/ 5

Total features 73

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Commercial
  • Commission Calculations
  • Commission Management
  • Configurable Workflow
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Email Marketing
  • For Auto Insurance
  • Forms Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Pipeline Management
  • Policy Issuance
  • Policy Management
  • Project Workflow
  • Property & Casualty
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinstatement Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Rules-Based Workflow
  • SSL Security
  • Sales Reports
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Configuration
  • Workflow Management

Total features 19

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Commercial
  • Commission Calculations
  • Commission Management
  • Configurable Workflow
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Email Marketing
  • For Auto Insurance
  • Forms Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Pipeline Management
  • Policy Issuance
  • Policy Management
  • Project Workflow
  • Property & Casualty
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinstatement Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Rules-Based Workflow
  • SSL Security
  • Sales Reports
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Configuration
  • Workflow Management
  • AgencyZoom
  • Agentero
  • Formstack Sign
  • Gmail
  • IPFS
  • Microsoft Outlook
  • Prophix
  • QuickBooks Online Advanced
  • Sprucebooks
  • TurboRater
  • WeSignature
  • ePayPolicy
  • AgencyZoom
  • Agentero
  • Formstack Sign
  • Gmail
  • IPFS
  • Microsoft Outlook
  • Prophix
  • QuickBooks Online Advanced
  • Sprucebooks
  • TurboRater
  • WeSignature
  • ePayPolicy