Jenesis Agency Management Integrations

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

The Automatic Call Recording function of RingCentral MVP allows for straightforward recording of both inbound and outbound calls. This feature is user-friendly and requires minimal setup, enabling calls to be recorded effortlessly from any device connected to your RingCentral account. By utilizing the Automatic Call Recording feature, users can download, playback, and send recorded calls via email, which is beneficial for monitoring customer service interactions or for training sessions; it also serves to document discussions and maintain precise legal and compliance records. Furthermore, this functionality enhances accountability and ensures that important conversations are preserved for future reference.

Enhance your signature collection and sales workflow with the top free electronic signature software, WeSignature, which is uniquely designed as the only e-Signature Sales Cloud. With WeSignature, you can conveniently send electronic signature requests to your clients via email or text, allowing them to sign documents effortlessly while they are on the move. The ability to collect payments simultaneously during contract signing is crucial for effective execution; now you can seamlessly request payment alongside document signatures. You can quickly generate templates for frequently used documents and apply necessary fields with a single click, streamlining your process. Furthermore, you can send e-signature requests to clients, enabling them to sign documents anytime and anywhere. To enhance your communication, you can incorporate a video introduction and conclusion into your signature requests, which can be utilized for marketing, upselling, providing instructions, or simply extending a friendly greeting. Additionally, WeSignature allows you to add team members to your account, enabling you to monitor their activities effectively using the WeSignature Team Builder feature, thus fostering collaboration and efficiency in your organization.

The most significant advantage you can provide to your clients is the ability to identify the necessary coverage at the most competitive price through a thorough analysis of various insurance carriers. TurboRater simplifies this process, allowing you to deliver this analysis in mere seconds upon the client's request. By inputting the quote information into TurboRater, you activate built-in underwriting rules automatically, which generates multiple, precise quotes without delay. Instead of wasting valuable time entering quote data across different carrier websites, you can minimize the chances of data entry mistakes. Reducing the quoting time for policies gives your producers and customer service representatives additional opportunities to concentrate on acquiring new clients and retaining existing ones. Utilizing TurboRater's comparative rater can significantly boost your agency's income while enhancing client satisfaction. Furthermore, the convenience of making a single data entry cuts down on errors and streamlines employee training and onboarding processes. There’s no valid reason for obtaining a quote to take longer than four seconds, so empower your clients to secure the optimal balance of coverage and cost in under that time frame. This efficiency not only benefits your clients but also strengthens the overall performance of your agency.