Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

At first it was confusing to navigate the site.

I love the ability to send an application to a client that is tailored to their organization. It is great to be able to make certain questions required.

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

It was helpful and saved us time an money with sending applications and forms by mail.

Although I've only used the technology a handful of times it has been great. The training received when I expressed that i needed a bit more help was awesome.

I wished the software was compatible with internet explorer & Microsoft edge. Some of my clients do not know what browser they are using & this gets confusing for them.

The idea of this program is great, the ease of apps being able to share information will make a step in our process more efficient and effective.

My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.

But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

It has been a very easy transition for me. I love the ability to complete apps on line and save information. The only obstacle has been educating my clients.

The Applications are clean and precise and very presentable. Overall, this is a wonderful product to help us prepare for our Account Renewals.

It is a bit confusing when our clients go to sign one of our documents. It is confusing and it can appear that they have completed the document before it was actually signed.

Indio is a great Software to use with great customer service.

I also love that information rolls over to the following term, keeping record of signed applications. It is user friendly for our clients, which in turns makes doing business simple and easy.

The service and support team has been outstanding.

We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.

The ease of use and integration of our customers information when filling certain apps.

It was super easy to use. I was an absolute skeptic - didn't want to learn new tricks but here I am in love with the ease of using this.

The renewal process can be a very in-depth and disruptive process for our insureds.

Indio is pretty easy to use and figure out. Helps me save time and the clients must like it because they are responding pretty quickly.

Client access capabilities are great, our clients love being able to view the documents we upload.

Customer Service and Implementation teams have been wonderful with training and support.

Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.

I like the ease of use as well as the simplicity of it from the insured's point of view.

I love the ease of doing business. I find this user friendly to use.

Perhaps there are some guidelines they are following on this, but it seems a bit odd and to me.

Ease of use and fast integration at out agency.

My only complaint is that we didn't implement this sooner.

I love the ease of uploading documents and then customers can come back and upload their own. It's like a little database of client information all in one place.

It is very easy to Pick up and the integration was easy to understand.

I have found that Indio is very user friendly. I have received very positive feedback from my clients, with how easy it is to navigate the website.

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.

US Dollar

Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display conditional questions to gain client responses on specific fields. 


Key features of Indio include notes creation, automated data population, digital signature, file import and data security. Clients can leave notes for agents on unsure questions or share forms with different departments to collaborate on relevant fields by adding multiple contacts on the platform. Additionally, it allows users to upload and store all insurance documents and files in a secure digital repository.


Indio enables clients to create, edit and manage schedule workbooks and import or export them for future reference. Pricing is available on request and support is provided online.






LongDescription

Access Controls/Permissions

Data Storage Management

Activity Tracking

Digital Signature

SSL Security

Customer Database

Customer Portal

Property & Casualty

Data Import/Export

Self Service Portal

Contact Management

Broker/Agent Portal

Client Portal

Forms Management

Customizable Branding

Customizable Forms

Document Management

Web browser (OS agnostic)

Contact Indio Technologies for pricing details.

Email/Help Desk

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Indio

In Person

Live Online

Webinars

Documentation

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.


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