Jenesis Software

“As an industry specific accounting firm, we work with insurance agencies across NC and SC who utilize Jenesis Software for their agency management system. This system has always been and continues to be very easy to learn and use. The management system streamlines the transactional processes and saves the agency and our staff significant time in processing daily data. Most impressive is the Jenesis management and staff, as they are always responsive to new ideas as the needs for agency management and accounting change.”

“It’s phenomenal to be able to let the phone system use the data in Jenesis agency management system to keep your clients informed about their policies. The integration between Jenesis and PhoneTree allows us to process cancellations during the day in Jenesis, and that evening, and the PhoneTree system will call and remind our customers with a personal message from our agency that their policies are cancelled or pending cancellation. This kind of service just makes our clients feel like they are important and that our agency really pays attention.”

“Wow why did I wait so long to get on board with scanning in Jenesis? What a great feature! It’s wonderful and my people really love it! A huge improvement over the Paper-port system we used in the past.”