Jenesis Features
What are the features of Jenesis?
Administration
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management
Insurance Documentation
- Claims Management
- Policy Management
- Invoicing & Receipts
- Electronic Signatures
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Administration
Accounting | Based on 73 Jenesis reviews. Tracking and reporting various financials | 81% (Based on 73 reviews) | |
Contact Management | Storing and organizing client contact information 80 reviewers of Jenesis have provided feedback on this feature. | 91% (Based on 80 reviews) | |
Commissions | Based on 69 Jenesis reviews. Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal | 79% (Based on 69 reviews) | |
Sales Tools | Organizing sales representatives' pipelines and tracking the sales process 73 reviewers of Jenesis have provided feedback on this feature. | 86% (Based on 73 reviews) | |
Reporting & Dashboards | Compiling visual representations of various types of data 83 reviewers of Jenesis have provided feedback on this feature. | 92% (Based on 83 reviews) | |
Payment Processing | Based on 76 Jenesis reviews. Processing credit card and bank payments | 87% (Based on 76 reviews) | |
Email Integration | Accessing and sending emails via the platform This feature was mentioned in 83 Jenesis reviews. | 83% (Based on 83 reviews) | |
Task Management | Assigning tasks to employees in order to organize and track productivity This feature was mentioned in 87 Jenesis reviews. | 93% (Based on 87 reviews) |
Insurance Documentation
Claims Management | As reported in 68 Jenesis reviews. Organizing and processing customers' insurance claims | 82% (Based on 68 reviews) | |
Policy Management | Maintaining policy and customer information This feature was mentioned in 86 Jenesis reviews. | 93% (Based on 86 reviews) | |
Invoicing & Receipts | Creating and organizing insurance invoices and payment receipts 83 reviewers of Jenesis have provided feedback on this feature. | 87% (Based on 83 reviews) | |
Electronic Signatures | As reported in 74 Jenesis reviews. Sending electronic documents to clients to sign and return electronically | 80% (Based on 74 reviews) |