Average Ratings 22 Ratings
Average Ratings 0 Ratings
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.
Description
Introducing the comprehensive agency management platform tailored for your insurance enterprise. As you expand either through organic growth or acquisitions, the requirements for a large organization like yours significantly differ from those of smaller, independent agencies. Sagitta offers a specialized insurance solution that accommodates your enterprise demands, facilitating swift growth whether through acquisitions or conventional avenues. Additionally, it caters to your intricate and specialty lines of business, ensuring seamless operations. Experience flexibility at both the user and departmental levels, empowering your agency to operate in a manner that aligns with your unique business model. With advanced accounting and financial features, you can effectively address the specific needs of your agency, ultimately saving valuable time. Furthermore, you can manage access to sensitive information on a user-by-user basis, guaranteeing the security of your data while promoting a culture of accountability. This robust system not only enhances productivity but also positions your agency for future success.
API Access
Has API
API Access
Has API
Integrations
Docusign
Formstack
RingCentral Automatic Call Recording
TurboRater
WeSignature
WorkSmart
Integrations
Docusign
Formstack
RingCentral Automatic Call Recording
TurboRater
WeSignature
WorkSmart
Pricing Details
$60/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Jenesis Software
Founded
1999
Country
United States
Website
www.jenesissoftware.com
Vendor Details
Company Name
Vertafore
Founded
1969
Country
United States
Website
www.vertafore.com/products/sagitta
Product Features
Commercial Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Claims Management
CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management