BriteCore vs Jenesis

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Our analysts compared BriteCore vs Jenesis based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

BriteCore is a cloud-based agency management suite that supports the digital and data needs of modern insurers. It speeds up policy processing with automated verifications, renewals and cancellations while maintaining regular audit logs. The billing and accounting module provides multiple secure payment methods with configurable automatic billing schedules. Its purpose-built dashboard aims to streamline agent workflows with accelerated quotations and metrics. It improves the customer experience with intuitive self-service portals, e-Signatures and multi-device accessibility.

Provides access to end-to-end claims processing, data dictionary, industry-specific raters and standard reports library. Users can choose to incorporate third-party extensions, develop customized modules or simply use prebuilt integrations. It secures client and carrier identity and provides data security through Multi-Factor Authentication (MFA).
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Jenesis is a scalable agency management solution purpose-built for insurance firms and MGAs. It improves efficiency by automating business processes, documentation, daily tasks, commissions and accounting. Users can access customizable pre-filled ACORD forms for faster enrollment and renewal processing. Its imaging and scanning eliminate paper in favor of complete digitization. It continuously monitors customer information and sends timely notifications of critical touchpoints. It constantly updates policy information, renewals, endorsements and commission data with direct carrier downloads for both commercial and personal lines.

Its reporting modules automatically log all data to construct an all-inclusive picture of business health. It generates notes for policy approvals, transactions, customer activities, renewals, claims and endorsements. Its communication portals directly mail and call policyholders with relevant information while providing agents with consumer trends necessary to finalize sales. Businesses can offer clients real-time access to their data, e-signatures and multiple payment methods for a comprehensive customer experience.
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$5,000 Monthly
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$60/User, Monthly
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Mobile
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Product Assistance

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24/7 Live Support
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Product Insights

  • Save Time and Money: Completely automate daily maintenance and bookkeeping tasks with web-based tools and optimized workflows. 
  • All-in-one Solution: Avoid expensive third-party integrations with comprehensive core, digital and data management components connected via APIs. 
  • Accelerate Product Rollout: Produce insurance products faster with preset templates and rating modification tools. 
  • Improve Client Relations: Leverage digital experiences to provide more autonomy to both employees and customers with client portals, agent portals and mobile apps. Also supports custom tool development via API. 
  • Remote Access: Cloud-based platform ensures remote access from any authorized device with an internet connection and minimum disruptions via server downtime. 
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  • Save Time and Money: Boost efficiency, provide client service and manage marketing efforts using automated workflows, saving time lost on repetitive tasks. 
  • Improve Client Relations: Increase client engagement levels with a client portal and self-service tools. 
  • Amplify Brand Awareness: Expand the agency’s reach and attract more clients by creating personalized and simple insurance websites. 
  • Remote Access: Selectively allow agents to access client records, quotes and products while on the go. 
  • Maximize ROI: Spend less time training and reskilling employees with an intuitive UI. 
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  • Policy Management: Leverage best practice interface tools, flexible workflows and automated strategies to manage property and casualty (P&C) insurance products. Automatically process applications, renewals and cancellations with built-in business rules. Automatically populate forms and analyze risk data for underwriting. 
    • Endorsements: Identify out-of-sequence, future-dated and backdated endorsements. Edit coverage information, associated agency data and policyholder contacts. 
    • Audit Log: Automatically log transactions and review actions on policy issues. Create notes, reminders, external notifications and more for policy actions. 
  • Claims Management: Manage the entire claims lifecycle from first notice of loss (FNOL) to settlement. Provide client-specific portals for filing of FNOL. Automatically populate claims data with existing policy and contact information. Upload files and reports, track losses and dictate notes. 
    • Reserves and Payments: Tally reserves and payments after every individual claim. Drill deeper into payments and loss with additional data fields, including adjusting expenses and legal expenses. Track losses after every transaction. 
  • Billing: Digitize the agency’s billing and accounting processes with automated payment processing, document generation, premium accounting and reporting. Includes support for combined billing, agency billing and hybrid billing. Optimize workflows for processing invoices, renewal invoices, cancellations, insufficient funds, non-pay notices, reinstatements and more. 
    • Billing Schedules: Set up tailored billing schedules and payment methods for individual insureds. Determine who gets paid when, and how. 
    • Payment Methods: Accept payments via cash, card, check, credit card, ACH and money order. Set up automated withdrawals from trust accounts on a per-installment schedule. 
  • Product Definition: Define and rate insurance products in a no-code interface, Edit existing products and build entirely new coverages, rate quotes, underwriting rules, endorsements and forms. Create custom fees to accommodate state-specific regulations. 
    • Configuration Tools: Bulk-edit product definitions and issue updates seamlessly with built-in configuration tools. Review past versions and configurations and schedule dates for new rates. 
  • Rating: Supports manual and automated rating variables, factor-based rates, flat rates and table-based rates. Copy rules and rates directly from Excel documents. 
  • Agent Portal: Generate rate quotes tied in with the agency’s underwriting standards. Supports pre-integrations, data lookup and prefill for streamlined processing. Initiate endorsements to update coverages, limits and contact information. 
    • Agent Dashboard: Visualize agent activity, commissions and performance with the interactive dashboard. Track metrics such as policy count, claims count, premium written vs. losses paid, and more. 
  • Insurer Portal: Customize security and permissions, appearance, branding, messaging and system preferences. Access intuitive workflows and interfaces for everyday processes. Review and implement updates in real time for continued scalability. 
    • Decoupled UI: Provide access to an insurer portal wholly decoupled from the backend with a RESTful API-based architecture. Create personalized integrations for a better user experience. 
  • Policyholder Portal: Allows insureds to view policy, billing and claims information, update account details, edit billing information and pay bills via a self-service portal, accessible from any web browser or mobile device with an internet connection. Go paperless with 24/7 access to policy documents, including ID cards, invoices and declarations. 
    • Claims: Submit FNOL along with related photos and videos. Track the status of existing claims. 
  • BI and Analytics: Leverage self-service tools to generate preconfigured reports and data tables compatible with third-party analytics and BI applications. 
    • Reporting: Use a simple drag-and-drop interface to apply filters conditionally and select, group and sort data for in-depth reporting. 
    • Data Dictionary: Access a purpose-built data dictionary with over 1,500 data points for generating reports on policies, claims, contacts, rates and bills. 
  • Financial and Regulatory Reporting: Use a comprehensive risk library to run over 30 predefined reports, including claims, underwriting and financial reports. 
  • Integrations: Facilitate custom integrations with a fully published API and multiple pre-built integrations with partners. 
  • Identity Management and Security: Simplify the login procedure for insureds with multi-factor authentication (MFA) and single sign-on. Safeguard agency information with dedicated password management and federated identities. 
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  • ACORD Forms: Choose from a range of empty and pre-filled ACORD forms. Edit, print and email forms per requirements. Maintain detailed records of costs of insurance (COI) for every client. 
  • Document Storage: Digitally store documents, attachments and transaction records; scan and import them directly into the platform. Organize documents by category, clients or transactions.
  • Carrier Downloads: Facilitates direct carrier downloads for personal and commercial lines of business. Get a direct feed of the latest policy information, endorsements, renewals offers, commission downloads and more. 
  • Suspense: Get timely reminders about pending tasks, activities, expirations, renewals, events and more. 
  • Automated Notes: Automatically records notes for processed policies, receipts and endorsements. 
  • Reports: Generate reports on production, renewals, productivity, profitability, CSR efficiency and more. 
  • Receipts and Payments: Automate data entries for remittance and receipts. 
  • Comparative Rating: Leverage a built-in insurance comparative rater for best-in-class rate quotes. 
  • Marketing Campaigns: Maximize return on investment with drip marketing campaigns. Automate calls, determine selling opportunities and send direct mails, referral letters and remarketing quotes. Prepare email campaigns with the email list builder tool and generate marketing reports. 
  • Electronic Signature: Subscribe to Formstack to enable clients to electronically sign applications, receipts, statements, first notice of loss and more. Requires additional charges. 
  • Payments: Facilitate credit card payments via integrations with Simply Easier Payments and Sprucebooks. Offer online check payments through Instacheck — agents can print a physical copy of actual checks from images sent by clients. 
  • Integrations: Supports integrations with third-party applications such as Gmail, Microsoft Outlook, QuickBooks, Premium Finance and more. 
  • Quote Control: Thank referrals and send greetings and letters for every successful quote. 
  • Carrier Logins: Provides automated logins, website management tools and policy access in real time. 
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Product Ranking

#22

among all
Insurance Software

#25

among all
Insurance Software

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Analyst Rating Summary

86
71
95
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54
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71
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Dashboards and Reporting
Billing Management
Claims Management
Policy Management
Billing Management
Policy Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

BriteCore
Jenesis
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 95 89 74 100 83 85 80 81 96 54 71 83 76 91 80 75 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

75%
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User Sentiment Summary

Great User Sentiment 28 reviews
Excellent User Sentiment 172 reviews
88%
of users recommend this product

BriteCore has a 'great' User Satisfaction Rating of 88% when considering 28 user reviews from 2 recognized software review sites.

90%
of users recommend this product

Jenesis has a 'excellent' User Satisfaction Rating of 90% when considering 172 user reviews from 2 recognized software review sites.

n/a
4.6 (27)
4.1 (16)
4.5 (145)
4.8 (12)
n/a

Awards

SelectHub research analysts have evaluated BriteCore and concluded it deserves the award for the Best Overall Insurance Software available today and earns best-in-class honors for Dashboards and Reporting.

Analysts' Pick Award
Dashboards and Reporting Award

Jenesis stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Streamlined Policy Management: BriteCore receives praise for its ability to efficiently manage policies, from quoting and issuance to renewals and endorsements. Users appreciate the intuitive interface and automation features that reduce manual tasks and improve accuracy.
Configurable and Flexible: The platform's configurability allows insurers to tailor workflows, data fields, and user interfaces to their specific needs. This adaptability is particularly beneficial for companies with unique or evolving business processes.
API Integrations: BriteCore's robust API capabilities enable seamless integration with third-party systems, such as CRM, payment gateways, and data analytics tools. This connectivity fosters a more connected and efficient insurance ecosystem.
Cloud-Based Architecture: As a cloud-native solution, BriteCore offers scalability, accessibility, and disaster recovery advantages. Users can access the platform from anywhere with an internet connection, and the system automatically scales to accommodate changing demands.
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Easy to Use Interface: Many users praise the platform for its intuitive design and ease of navigation, making it simple to manage insurance needs.
Comprehensive Coverage Options: Jenesis offers a wide array of insurance products, allowing users to find coverage tailored to their specific requirements, from home and auto to life and health insurance.
Competitive Pricing: Users frequently cite Jenesis's ability to provide cost-effective insurance solutions as a major advantage, enabling them to secure necessary coverage without breaking the bank.
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Steep Learning Curve: BriteCore's interface can be overwhelming for new users due to its extensive features and functionalities. The complexity often necessitates comprehensive training, leading to a longer onboarding process for insurance companies adopting the platform.
Customization Challenges: While BriteCore offers configuration options, tailoring the system to specific workflows or unique insurance products can be intricate. This may require significant development effort or reliance on BriteCore's professional services, potentially increasing implementation costs and timelines.
Reporting Limitations: Some users find BriteCore's built-in reporting tools to be somewhat restrictive, particularly for generating highly customized or ad-hoc reports. This can necessitate exporting data to external systems for further analysis, adding an extra step to the reporting process.
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Difficult to Use: Some users have reported that the system can be difficult to navigate and find the information they need.
Limited Functionality: Users have expressed frustration over the system's limited functionality, noting that it lacks some features they would expect in a modern insurance platform.
System Errors: Some users have reported encountering system errors and glitches, which can be disruptive to their workflow.
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BriteCore appears to be most suitable for small to mid-sized insurance companies seeking a comprehensive and customizable solution. Its scalability allows it to adapt to the evolving needs of growing businesses, while its user-friendly interface makes it accessible to users with varying levels of technical expertise. The system's open API facilitates seamless integration with existing workflows and third-party applications, further enhancing its adaptability and value for businesses with unique requirements. Additionally, BriteCore's cloud-based architecture eliminates the need for extensive on-premises infrastructure, making it a cost-effective option for organizations looking to optimize their IT spending. Feedback from users over the past year suggests BriteCore offers a robust set of features that streamline insurance operations, including policy administration, claims management, billing, and reporting. Users appreciate the platform's flexibility, which allows for customization to meet specific business needs and workflows. The ability to create custom fields, workflows, and reports empowers insurers to tailor the system to their unique requirements, enhancing efficiency and productivity. BriteCore's automation capabilities further contribute to streamlining processes, reducing manual tasks and minimizing the risk of errors. For instance, automated policy renewals and claims processing expedite operations and free up staff to focus on more complex tasks. While BriteCore receives praise for its comprehensive functionality and customization options, some users note that the initial setup and configuration process can be complex and time-consuming. Implementing the system effectively may require significant training and support, particularly for organizations transitioning from legacy systems. Additionally, while BriteCore's reporting capabilities are generally well-regarded, some users express a desire for more advanced analytics and data visualization tools. Integrating with third-party business intelligence platforms can address this need, but it may introduce additional complexity and costs.

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Is Jenesis the genesis of a new era in insurance management software? Jenesis has garnered attention for its comprehensive suite of features designed to streamline the often-cumbersome world of insurance agency operations. Users praise its ease of use, highlighting its intuitive interface and well-structured workflows as major advantages. They particularly appreciate the platform's robust policy management, quoting, and customer relationship management (CRM) capabilities, which allow them to efficiently handle client interactions, track policy details, and generate accurate quotes. However, some users have reported that Jenesis can be slow at times, impacting their productivity and efficiency. Despite this drawback, Jenesis stands out for its cloud-based accessibility, making it a convenient option for businesses of all sizes. Its affordability, compared to competitors like Hawksoft and EZLynx, is another significant draw for many users. Ultimately, Jenesis is best suited for businesses seeking a comprehensive and user-friendly insurance management solution, particularly those prioritizing ease of use and affordability over processing speed. However, businesses that require a fast-paced software solution may need to explore alternative options.

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