The insurance agency software for every call, review, and fee.
Genaya brings quote requests, the AI Receptionist, renewal call lists, video policy reviews, e-signed forms, and your agency's own fees onto one client record, so producers and CSRs stop juggling tools around the policy work.
It works with what you already use
Price every agency fee the same way
Keep review fees, contract reviews, broker fees, and retainers in one Price Book with a set price and a description, so every producer charges the same fee and every client sees the same terms. Premiums stay between your client and the carrier.
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Answer every quote request in seconds
When a quote request form comes in, the prospect gets a text right away and your producer gets a notification. Review reminders and estimate follow-ups go out on their own, so the desk stops chasing.
Learn moreCall every renewal before it comes due
Upload the month's renewals into a session and the power dialer rings your softphone with the next client the moment you are ready. Before every dial it checks your Do Not Call list, the client's local calling hours and state rules, and your attempt limits, and it skips the call when a rule says no. Every outcome - booked, call back, voicemail - lands in the call log.
Learn moreKeep every coverage conversation on file
Switch recording on for your agency's numbers, with a recording notice for callers, and the Call Intelligence add-on transcribes every recorded call, inbound and outbound. AI writes the summary, key updates, action items, and decisions onto the call record, so when a client asks next spring why there is no umbrella policy, the call where they declined it is on file - and searchable across every call you have recorded.
Learn moreEvery quote request in one table
Build a lead table for quote requests with your own columns and tabs - personal lines, commercial - and let requests arrive on their own from your website form, Meta and Google lead ads, and the callers the AI Receptionist captures. Assign each row to a producer, see where every request came from, and call back while the prospect is still shopping.
Learn moreReview coverage face to face, from anywhere
Hold policy and coverage reviews in a Genaya Room that clients join from a link, with nothing to install. Admit them from the waiting room, record the review when you choose (everyone sees that it is recording), and let Room Intelligence suggest the follow-ups - the estimate for your fee, the task to request loss runs, the next review on the calendar - to add with one tap.
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Every coverage review done to the same standard
Build your coverage review checklist and client authorization forms once in E-Sign Docs, attach them to the appointment, and required fields make sure no question gets skipped. The lease and current declarations pages go on the appointment's files, and the client signs the finished review, including any coverage they chose to decline.
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Put your agency fees in writing
When your agency charges for its own work - a commercial risk review, a contract review, a broker fee where you charge one - build the estimate from your Price Book and let the client approve and sign it on the spot or from the link you send. The approved estimate becomes the invoice without re-typing a line.
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Bill advisory retainers on autopilot
When a commercial client pays your agency a monthly fee for ongoing risk advisory work, put it on a plan - weekly to yearly. Each cycle creates its own invoice and charges the card or bank account on file, or sends the invoice with a pay link. It bills your fee only; the premium stays with the carrier.
Learn moreRun your operation on Genaya
Try Genaya free for 14 days
No credit card needed. Bring your clients over and run your first day on Genaya.
Forty renewals come due this month.
One agency day, from first call to paid fee
Follow a single late-September Tuesday at an independent agency that writes personal and small commercial lines on Genaya. Every moment below is the same platform and the same client record - no tool switches, no re-typing.
A new-location call comes in
A bakery owner about to open her second shop calls, worried her insurance stops at the first door. Genaya rings the desk with the caller on screen - and when nobody can pick up, the AI Receptionist answers, books a coverage review with Priya, and logs the lead.
The day's reviews line up
The calendar fills before the first coffee. The 7:42 call takes the 10:30 review, a household renewal review keeps its afternoon slot, and every producer and CSR sees the same day.
The review opens in a Genaya Room
Priya admits Rosa from the waiting room - the reminder text went out on its own at 10:00. They walk through four current policies and the new lease, and the gap shows up fast: catering runs go out in staff cars with no hired and non-owned auto coverage. The lease and declarations pages land on the appointment.
The fee estimate is signed
Priya builds the estimate for a full risk review from the Price Book and sends it before lunch. Rosa opens the link between batches, approves, and signs with a finger - the work is authorized before the afternoon rush.
Invoice out, paid in minutes
The approved estimate becomes the invoice with one tap - same record, same $1,200. The pay link lands by text and Rosa pays by card before the ovens cool. Only the agency's fee is on it; premiums go to the carrier.
The review lands
The paid invoice sends your review link on its own, while the help is still fresh. Five stars land on your profile before the office closes - nobody had to remember to ask.
The owner sees the whole agency
Phones quiet, door locked. The dashboard shows what the day produced - reviews held, fees collected, and the rating - on one screen, with tomorrow's renewal list already loaded in the power dialer.
Built for the agencies that keep clients covered
See your own day on Genaya
Book a demo and we will walk through your calls, schedule, estimates, and payments, or start free today.
Insurance agency questions, answered
The short version of what agency owners ask before they switch to Genaya.
Genaya runs the client side of the agency in one platform: calls, texts, and the AI Receptionist, quote request forms and lead tables, the calendar for reviews, video meetings, E-Sign Docs, estimates and invoices for your own fees, automations, and email and text campaigns. The first call, the review, the signed forms, and the payment all stay on the same client record.
No. Genaya does not rate, quote, bind, or administer policies, and it does not connect to carrier systems or comparative raters. Keep that work where it lives today; Genaya handles the calls, meetings, documents, follow-ups, and your agency's own fees around it.
Yes. It answers when your team cannot, checks real availability on your calendar, and books a review, or captures the caller's details as a lead for a producer to call back. The call lands on the client's record either way.
Yes. Upload a list to the power dialer and your team works it call after call. It skips numbers on your Do Not Call list, dials only inside each contact's allowed calling hours, and keeps a log of every call.
Yes. Build your coverage review sign-offs, authorization forms, and agreements once in E-Sign Docs with required fields and signatures. Your team fills in the fields, clients sign on your screen or from the link you send, and the signed copy stays on their record. A questionnaire the client fills in on their own, like a quote request, is an Engage Form whose answers land in your lead table.
Yes, for your agency's own fees. Put review fees, broker fees, and retainers in your Price Book, send an estimate the client approves and signs, and turn it into an invoice they pay by card or bank account. A monthly retainer can bill itself as a recurring plan. Premiums stay between your client and the carrier, and whether you charge a fee is up to you and your state's rules.
Yes. Genaya Rooms runs in the browser with nothing for the client to install. Admit clients from the waiting room, record the review when you choose (everyone sees that it is recording), and let Room Intelligence suggest follow-ups like a task, an estimate, or the next appointment.
Yes. Genaya imports clients from CSV or Excel files and from many other tools, so you do not start from an empty book. Once they are in, email and text campaigns can reach them, with opt-outs handled for you.
Your producers and CSRs do the work.Genaya handles the rest.
The AI Receptionist answers every quote request, renewal lists run on the power dialer, and your fee is invoiced the same afternoon as the review. One platform for the front desk, the producers, and everything in between.
