Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 22 Ratings

Total
ease
features
design
support

Description

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chase Merchant Services Yes 
Checkout.com Yes 
Cybersource Yes 
Docusign No 
Formstack No 
Google Analytics Yes 
Google Maps Yes 
Google Tag Manager Yes 
Mastercard Payment Gateway Services Yes 
Mercado Pago Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft SharePoint Yes 
Qlik Sense Yes 
RenewalCompass No 
RingCentral Automatic Call Recording No 
Salesforce Yes 
Stripe Yes 
TurboRater No 

Integrations

Chase Merchant Services No 
Checkout.com No 
Cybersource No 
Docusign Yes 
Formstack Yes 
Google Analytics No 
Google Maps No 
Google Tag Manager No 
Mastercard Payment Gateway Services No 
Mercado Pago No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft SharePoint No 
Qlik Sense No 
RenewalCompass Yes 
RingCentral Automatic Call Recording Yes 
Salesforce No 
Stripe No 
TurboRater Yes 

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 Yes 
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) Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Innoveo

Founded

2007

Country

Switzerland

Website

www.innoveo.com

Vendor Details

Company Name

Jenesis Software

Founded

1999

Country

United States

Website

www.jenesissoftware.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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 No 
Risk Assessment Yes 
Underwriting Management Yes 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Hospitality Property Management

Built-in Accounting No 
CRM No 
Catering No 
Employee Management No 
Extended Stay No 
Front Office Management No 
GDS / OTA Integration No 
Group Management No 
Guest Experience (GEM) No 
Housekeeping Management No 
Loyalty Program No 
Maintenance Management No 
Marketing Automation No 
Marketing Management No 
Multi-Property No 
Online Booking No 
Point of Sale (POS) No 
Reservations Management No 
Reviews Management No 
Single Property No 
Vacation Rental No 

Insurance Claims Management

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

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

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 No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

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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