Jenesis Software vs Agency Suites
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Overview
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
EZLynx delivers cutting-edge insurance software designed to transform your agency's workflow and seamlessly manage the entire policy lifecycle.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
No images available
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.7/ 5Features
4.6/ 5Customer Service
4.9/ 5Value for Money
4.7/ 5Ease of Use
4/ 5Features
4/ 5Customer Service
4.5/ 5Value for Money
4.5/ 5Features
Total features 73
- 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 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
- Monitoring
- Pipeline Management
- Policy Issuance
- Policy Management
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinstatement Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Risk Assessment
- SSL Security
- Sales Reports
- Search/Filter
- Secure Login
- Self Service Portal
- Status Tracking
- Task Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Workflow Management
Total features 3
- 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 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
- Monitoring
- Pipeline Management
- Policy Issuance
- Policy Management
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinstatement Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Risk Assessment
- SSL Security
- Sales Reports
- Search/Filter
- Secure Login
- Self Service Portal
- Status Tracking
- Task Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Workflow Management
Integrations
- Formstack Sign
- Gmail
- IPFS
- Microsoft Outlook
- QuickBooks Online Advanced
- Sprucebooks
- TurboRater
- WeSignature
Not provided by vendor