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Jenesis Software
¿Qué es Jenesis Software?
Jenesis es un sistema de administración basado en la nube que está diseñado para ayudar a los agentes de seguros a administrar las líneas personales existentes y las líneas comerciales, así como a los clientes de vida y salud. Establece relaciones sólidas con los asegurados al mismo tiempo que promocionas automáticamente a clientes potenciales y aumentas la eficiencia con los formularios de Acord que se pueden rellenar previamente. Además del sistema de gestión Jenesis, los servicios de diseño de sitios web de JenesisWeb te brindan la oportunidad de tener todas las necesidades de tu agencia en un solo lugar.
¿Quién usa Jenesis Software?
Jenesis es ideal para corredurías de seguros independientes que se centran en personal y líneas comerciales. Ofrece 3 opciones de sistema de gestión de agencias, todas diseñadas por un agente de seguros para corredurías de seguros.
¿Tienes dudas sobre Jenesis Software?
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Jenesis Software
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Opinones de Jenesis Software
Alternativas consideradas:
Great Value and Easy To Use
Comentarios: Absolutely fantastic. Easy to use and understand. The JenesisNow GUI is pleasant and customizable without being overly complex. I did not feel like I was needing to re-invent the wheel.
Puntos a favor:
The ability to store documents related to an individual policy is very important for our agency. We have a number of clients that have multiple properties and other solutions did not allow this feature. We can also "tag" each policy with its address and simply hover over the record to see which property the policy relates to. I also have to mention the ACORD forms are spectacular.
Contras:
New and renewal commissions reports are not available unless the underwriting company is downloading comp through IVANS. There is a work around with manual calculations but an automatic process would be better. However, my understanding is that this is in process and may be resolved in the next few months.
Satified Cutomer
Comentarios: Overall, we have been able to maintain our book of business through the easy storage of information for each of our customers, and being able view their information in real time.
Puntos a favor:
This software offers an ease of information needed for our customer's all in one place. For example, forms such as Certificates of Insurance or Evidence of Property are available to be printed for each customer listed in the system as well as policy downloads that automatically update on a daily basis.
Contras:
If the system could calculate the total loss ratio per insurance company that we write for, that would be amazing.
Why Jenesis won my AMS search
Comentarios: I love the platform, and Gia my trainer was awesome, very helpful and fun, we had a good time. You guys gave a great set up.
Puntos a favor:
The functionality and ease of the platform along with the integrations of other software I use daily. Let's not forget the help and understanding of the Jenesis staff.
Contras:
I am looking forward to being able to integrate my Office 365 calendar to the platform calendar.
Jenesis Software
Puntos a favor:
When working at its best I think it is great. The best feature is the group quoting feature.
Contras:
lots of problems with commercial imports , items disappearing (aka: quotes,note,etc) when system I guess has not had a compact and repair so not sure whos end this falls on.
Jenesis Conversion
Puntos a favor:
Our conversion from EZ Lynx to Jenesis has been fantastic. The communication and response time from Jenesis has been second to none. Everyone has been so nice and patient. Definitely a 10!
Contras:
I would like to be able to add custom fields on some of the screens.
