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Jenesis Software
Description de Jenesis Software
Jenesis est un système de gestion sur le cloud conçu pour aider les agents d'assurance à gérer les comptes particuliers et professionnels existants, ainsi que les clients du secteur des soins de santé. Établissez de solides relations avec les assurés tout en envoyant des communications marketing automatiques à vos clients potentiels et augmentez votre efficacité avec des formulaires d'accord préremplis. En plus du système de gestion Jenesis, les services de conception de sites web JenesisWeb vous permettent de gérer tous les aspects de votre agence en un seul endroit.
Qui utilise Jenesis Software ?
Jenesis est idéal pour les organismes d'assurance indépendants axés sur les particuliers et les entreprises. L'éditeur propose trois systèmes de gestion d'agence conçus par un agent d'assurance pour les compagnies d'assurance.
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Jenesis Software
Avis sur Jenesis Software
Very good to work with. Constantly improving something that's already good.
Commentaires : I just put all this in a few pages back. So hey let's review. It makes keeping up with customers and their forms much easier.
Avantages :
Functional. The buttons aren't a mystery to find. I use this software daily at three locations. It has streamlined my procedures for keeping up with forms and files. If I get a call from an adjuster wanting a copy of forms all I have to do is pull up the name of the customer and efax it right out.
Inconvénients :
Lack of name recognition. I'm sure this won't last long. The only other downside is that it can be a little fussy with downloads. If everything doesn't match up you have to do a manual override. Good and bad in that.
Alternatives envisagées précédemment :
Fantastic Insurance Management System
Commentaires : We are so grateful we put this into place well ahead of the pandemic! It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
Avantages :
This software is easy to use and helps us have the ability to quickly see what our clients need. Since we are an independent agency, we have multiple companies to coordinate. JenesisNow brings it all together in one place. We also appreciate customer service - emails, chat feature, phone calls..... they are always there to help when we need it.
Inconvénients :
There is a slight learning curve that can only improve from daily use even after certifying in the software system.
Réponse de l'équipe de Jenesis Software
il y a 4 ans
Wow, Shawna! Thank you so much for the awesome review! We appreciate it more than you know!
OK
Commentaires : its ok but I've used better
Avantages :
I like that we can put detailed information in
Inconvénients :
That we can't email directly from it or how we have to go through 10 different steps just to put something in images.
Agency Owner
Commentaires : Very Good experience, our agency have used your company since 2000
Avantages :
Client's information at your finger tip, easy to use, very professional
Inconvénients :
Clean up Certificate of Insurance so numbers will be Millions not Billions
Réponse de l'équipe de Jenesis Software
il y a 2 mois
Thank you for your review, George! We value your feedback - both praise and criticism - to be a better system for you and your agency!
Satified Cutomer
Commentaires : 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.
Avantages :
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.
Inconvénients :
If the system could calculate the total loss ratio per insurance company that we write for, that would be amazing.