Jenesis Agency Management Integrations

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

The RingCentral MVP Automatic Call Recording feature enables easy recording of your outbound inbound calls. Simple to use and easy to setup with just a few clicks, this robust feature seamlessly records calls from any device on your RingCentral system. With the RingCentral MVP Automatic Call Recording feature, you can download, play, and forward recorded conversations as email attachments; easily access and review recorded calls for customer service or training purposes; and document conversations as well as keep accurate legal and compliance records.

Speed up your signature collection and sales process with the best free electronic signature software and the only e-Signature Sales Cloud – WeSignature. With WeSignature you can send your clients a electronic signature request by email or text for them to sign while on the go. Payment collection is an important part of contract execution and now you can request payment at the same time your client signs a document. Quickly create templates for documents that you use on a regualar basis and apply fields with just one click. Send e-signature request to your clients so they can sign documents while on the go. Add a video intro and outro to your signature request to market, upsell, give directions, or simply say hello. Add teams members to your account and manage those members activity with WeSignature Team Builder.

The most valuable service you can offer your customers is finding the coverage needed for the best price by analyzing several carriers. TurboRater makes it easy to provide this analysis within seconds of the customer’s request. Type the quote information into TurboRater, and built-in underwriting rules are applied automatically, so you receive multiple, accurate quotes instantly. Stop spending time entering quote information into multiple carrier websites, and decrease the opportunity for data entry errors. Decreasing the time to quote a policy enables your producers and CSRs more time to focus on new sales and retention. With TurboRater’s comparative rater, you will increase your agency’s revenue and improve client satisfaction. Plus, the ease of one-time data entry helps reduce errors and employee training and onboarding time. Why should getting a quote take any longer than 4 seconds? Help your clients find the best combination of coverage and price in under 4 seconds.