Based on 83 Jenesis reviews. Tracking and reporting various financials
Contact Management
As reported in 90 Jenesis reviews. Storing and organizing client contact information
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal This feature was mentioned in 78 Jenesis reviews.
Sales Tools
Based on 81 Jenesis reviews. Organizing sales representatives' pipelines and tracking the sales process
Reporting & Dashboards
Based on 91 Jenesis reviews. Compiling visual representations of various types of data
Payment Processing
As reported in 85 Jenesis reviews. Processing credit card and bank payments
Email Integration
As reported in 93 Jenesis reviews. Accessing and sending emails via the platform
Task Management
As reported in 97 Jenesis reviews. Assigning tasks to employees in order to organize and track productivity
Insurance Documentation (4)
Claims Management
Organizing and processing customers' insurance claims This feature was mentioned in 78 Jenesis reviews.
Policy Management
Based on 96 Jenesis reviews. Maintaining policy and customer information
Invoicing & Receipts
As reported in 93 Jenesis reviews. Creating and organizing insurance invoices and payment receipts
Electronic Signatures
Sending electronic documents to clients to sign and return electronically 84 reviewers of Jenesis have provided feedback on this feature.
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