Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 22 Ratings

Total
ease
features
design
support

Description

A robust management system is essential for your agency as it serves as its foundation, necessitating a platform that can efficiently oversee your entire operations while adapting to your growth. Applied Epic® stands out as the most widely utilized management software globally, providing comprehensive oversight of your agency across various roles, locations, and lines of business, which includes both property and casualty as well as benefits. With our browser-native Applied Epic software, your team can effortlessly access vital data, reduce software maintenance demands, and swiftly harness the advantages of new features. Construct your agency on a platform that streamlines back-office functions, keeps your front office sales team in sync, and seamlessly integrates with customer service and insurer connectivity solutions. Ensure that your staff enjoys a user-friendly experience, allowing them to efficiently access account and policy information, generate quotes, submit claims, and handle renewals with just a few clicks. This efficiency not only enhances productivity but also boosts employee satisfaction as they navigate their tasks with ease.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Formstack Yes 
RenewalCompass Yes 
Applied Mobile Yes 
Clarity Wave Yes 
Docusign No 
Microsoft Outlook Yes 
MyCarePlan Yes 
Pathway Insurance Software Yes 
RingCentral Automatic Call Recording No 
Sonant Yes 
TurboRater No 
WeSignature No 
vBots Yes 

Integrations

Formstack Yes 
RenewalCompass Yes 
Applied Mobile No 
Clarity Wave No 
Docusign Yes 
Microsoft Outlook No 
MyCarePlan No 
Pathway Insurance Software No 
RingCentral Automatic Call Recording Yes 
Sonant No 
TurboRater Yes 
WeSignature Yes 
vBots No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$60/month/user
There are two different packages to choose from based on feature needs.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

Jenesis Software

Founded

1999

Country

United States

Website

www.jenesissoftware.com

Product Features

Insurance Agency Management

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

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

Product Features

Commercial Insurance

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

Insurance Agency Management

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

Insurance Claims Management

CRM Yes 
Claims tracking Yes 
Customer portal Yes 
Document management Yes 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting Yes 

Insurance Policy

Cancellation Tracking No 
Claims Tracking No 
Policy Generation No 
Policy Issuance No 
Policy Processing No 
Quotes / Estimates No 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management No 
Underwriting Management No 

Insurance Underwriting and Rating

Broker / Agent Portal No 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating No 
Customer Portal No 
For Casualty Insurance No 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance No 
Multi-State No 
Multiple Line Rating No 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Marketing Automation Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management No 

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