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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

Filter for Features

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)