Applied Epic

Applied Epic

Applied Systems
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
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About

The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal.

About

Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is 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. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies in need of an insurance agency management software

Audience

Jenesis Agency Management System works best for independent insurance agencies that focus on personal and commercial lines insurance.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$60/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.6 / 5
support 4.9 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Systems
Founded: 1983
United States
www.appliedsystems.com

Company Information

Jenesis Software
Founded: 1999
United States
www.jenesissoftware.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions
Verity

Verity

VRC Insurance Systems
iNube

iNube

iNube Software Solutions

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management Features

Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Commercial Insurance Features

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

P&C Insurance Features

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

Integrations

Formstack
Applied Mobile
Clarity Wave
Docusign
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
RingCentral Automatic Call Recording
Sonant
TurboRater
WeSignature
vBots

Integrations

Formstack
Applied Mobile
Clarity Wave
Docusign
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
RingCentral Automatic Call Recording
Sonant
TurboRater
WeSignature
vBots
Claim Applied Epic and update features and information
Claim Applied Epic and update features and information
Claim Jenesis Agency Management and update features and information
Claim Jenesis Agency Management and update features and information