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By Jenesis
How would you rate your experience with Jenesis?
Accounting
This feature was mentioned in 83 Jenesis reviews.
Tracking and reporting various financials
Contact Management
90 reviewers of Jenesis have provided feedback on this feature.
Storing and organizing client contact information
Commissions
This feature was mentioned in 78 Jenesis reviews.
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal
Sales Tools
81 reviewers of Jenesis have provided feedback on this feature.
Organizing sales representatives' pipelines and tracking the sales process
Reporting & Dashboards
92 reviewers of Jenesis have provided feedback on this feature.
Compiling visual representations of various types of data
Payment Processing
As reported in 86 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
97 reviewers of Jenesis have provided feedback on this feature.
Assigning tasks to employees in order to organize and track productivity
Claims Management
Organizing and processing customers' insurance claims
Policy Management
As reported in 97 Jenesis reviews.
Maintaining policy and customer information
Invoicing & Receipts
Based on 93 Jenesis reviews.
Creating and organizing insurance invoices and payment receipts
Electronic Signatures
Based on 84 Jenesis reviews.
Sending electronic documents to clients to sign and return electronically
