Our company requires us to use Jenesis in order to help them attract new customers and create basically an insurance agent network.

Such a huge improvement from our basic system we were using before, it finally feels like we can trust the information that's in our customers electronic file.

I started in the insurance business on jenesis and now all other systems are ruined for me.

The integration their software uses to interface with our providers is a HUGE help.

Sometimes it will work, and sometimes there is a time delay on the message to show. At times, my typed message just doesn't show up at all.

Our experience with Jenesis has been wonderful. The staff is quick to respond, solve, and address any issues or concerns we may have.

Easy to use, user friendly, it makes policy management a whole lot less complicated. The Technical support team is friendly and eager to help.

Very easy to use and friendly. Integrated email and system letters.

Great reports available quickly and accurately. By far the best value for the money in the industry today.

I love that I have a clinet list that will remind me of who I visited during the day.

What I like most about this software is that it is really easy to use and navigate.

I like the most about Jenesis that the system is very easy to work. Also if we have an issue we call Jenesis and do their best to fix.

I enjoy the ease of Jenesis. It lets me make certificates of insurance which is very helpful.

The lack of on hands training done by the company as all is on computer and no hands on and the one sent to do it had to refer to the book all the time.

Easy to navigate through the system with good training.

Some of the algorithms can be annoying but I know it's due to our administrator requested it.

My over all experience with Jenesis has always been good. They have a great customer service team that is always there.

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.

The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.

We like the cost and that it is user friendly for the most part. The people at Jenesis are great and VERY HELPFUL.

Overall, Jenesis is a great software. Their team is fantastic and we have used them for 12 years.

Right now we are trying to fix all the errors we are obtaining such as receipts, printing cancellations.

Customer service is great. We are provided us with website data on a monthly basis and get suggestions on improving our presence on the internet when needed.

It has been easy, the customer service has been great at helping us resolve our problems in the office.

I hate doing the updates, because then things go wrong.

Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.

My overall experience with the Jenesis Software has been wonderful. Very user friendly and I feel more productive and efficient since everything is in one place.

Nothing, and I can't stress this enough, NOTHING works.

Every single piece of information that I need can be found on this software thanks to my company and the developers.

Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Amazing product with customer service that is above and beyond.

The software is versatile, easy to use, and evolves with your business needs. The team behind the product is a huge asset.

Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.

Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.

Very difficult to get into at first, once you get the hang of it then it is very easy. Until  then, it can be frustrating.

Easy to use Google & Integrated Perfect For Insurance Sales.

Very easy to navigate around in. Easy to locate customers.

Easy to manipulate account information to better fit our enrollment workflow.

Very User Friendly and Support is Outstanding.

User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc.

Truly excellent software that has streamlined our process and increased productivity substantially.

Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.

It's easy to learn, quick and easy to navigate and awesome to use.

I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.

US Dollar

Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.


LongDescription

Real Time Analytics

Document Templates

Cancellation Tracking

User Management

Electronic Payments

Insurance Policy Management

Status Tracking

Claims Tracking

Insurance Rating

Customizable Reports

Document Storage

Document Imaging

Access Controls/Permissions

Data Storage Management

Activity Tracking

SMS Messaging

Digital Signature

General Ledger

Referral Tracking

SSL Security

Policy Management

Secure Login

Invoice Management

Risk Assessment

Project Management

Risk Analytics

Pipeline Management

Customer Accounts

Disaster Recovery

Customer Database

Calendar Management

Customizable Fields

Customer Portal

Insurance Policy Processing

Property & Casualty

Data Import/Export

Accounting

For Auto Insurance

Self Service Portal

Contact Management

Audit Trail

Configurable Workflow

Lead Management

Email Marketing

Broker/Agent Portal

Sales Reports

Real Time Data

Commission Calculations

Rating Engine

Marketing Automation

Client Portal

Forms Management

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Customizable Templates

Billing & Invoicing

Accounting Integration

Renewal Management

Real Time Reporting

Customizable Branding

Commission Management

Monitoring

Claims Management

Life & Health

Customizable Forms

Client Management

Quotes/Estimates

Policy Issuance

Reinstatement Tracking

Third-Party Integrations

Task Management

Underwriting Management

Campaign Management

Document Management

Policy Generation

Search/Filter

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

Jenesis Software

In Person

Live Online

Webinars

Videos

Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.


Key features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.


The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.


Surefyre is available on per user per month subscription that includes support via phone and email.



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