Joined April 2024 | Last Updated February 2025

JenesisNow is our web-based software that’s designed to help you manage existing clients, market to potential prospects, increase efficiency, and build strong relationships with your policyholders.

Features & Quick Stats

Key Features

  • Acord Forms Library
  • 2-way Emailing & Texting
  • Automated Marketing Campaigns
  • Accounting
  • VoIP Integration

How JenesisNow Helps Independent Agents & Brokers

JenesisNow is designed to help manage existing clients, market to potential prospects, increase efficiency and build strong relationships with policyholders.

Integrations

Two-way integrations – RingCentral, Lightspeed, USIP One-way integrations – Docusign, Formstack, WeSignature, IPFS, Simply Easier Acord, Forms, IVANs, TurboRater

Certifications & Awards

ISO/IEC 27001 (2022) Information Security Compliance, California Consumer Privacy Act