The office lights come on.
The insurance agency management software for quoting, renewals, and service.
Genaya keeps quote requests, policy reviews, carrier follow-ups, certificates, and billing on one client record - so producers and CSRs run the whole book without switching tools or re-keying risk data.
One agency day, from quote to bound
Follow a single Tuesday at an independent insurance agency that runs on Genaya. Every moment below is the same platform and the same account record - no tool switches, no re-keying risk data.
A quote request lands
A family two towns over fills out the get-a-quote form on your site before your first coffee. The request arrives structured - name, current carrier, renewal date, and coverage chips - and lands in the pipeline as a real lead, not a voicemail to chase back.
The review call books itself
A producer opens the request, picks Thursday at 1:30, and the prospect gets the invite with a video room link attached. No phone tag, no "what times work for you?" thread - the review exists before the second cup of coffee.
The pipeline moves
Carriers come back through the morning. The Castillo umbrella add-on slides from Quoting to Ready to bind, the producer gets pinged, and the whole desk sees the same pipeline - nobody asks "did the carrier come back on Castillo?" over the cubicle wall.
Coverage gets bound
On the review call, the proposal is already in the portal. Alicia walks the premiums line by line, taps approve, and signs the application with a finger - $3,614 of annual premium bound while everyone is still on the call.
The installment bills itself
The monthly agency-bill installment for Castillo Roofing goes out on schedule without anyone touching it - same amount, same account, pay link included. Nobody at the front desk opened a spreadsheet to make it happen.
Certificates without the scramble
Dana pulls a certificate of insurance for a new job site straight from the portal, then downloads fresh auto ID cards - no 4:55 PM "can you fax me a cert?" fire drill. Your CSRs see every touch without a single interruption.
The book, at a glance
The office winds down. The dashboard shows what the day actually produced - retention, renewals coming due, policies bound - across the entire book on one screen, with nothing left to reconcile.
Every quote, policy, and invoice on one record.
Quote requests, reviews, bound coverage, certificates, and billing share the same account record - so producers, CSRs, and the bookkeeper always see the same truth.
Genaya turns the agency workflow into one connected quote-to-renewal system.
Instead of splitting intake, quoting pipelines, e-sign, certificates, and invoicing across multiple products, Genaya keeps every client-facing and back-office step attached to the same account record.
See how it worksOne record per insured
Contacts, policies, quotes, certificates, notes, and every call stay visible to producers, CSRs, and the bookkeeper.
Renewals that surface early
Pipelines and reminders bring every expiring policy to the desk with time to remarket instead of react.
Billing tied to the book
Agency-bill invoices, installments, and payment follow-up pull from the same policy context the team already uses.
See an insurance account move from quote request to renewal inside one system.
The board below represents how agency teams can keep client context, quoting status, and billing aligned across the same operating surface.
The modules insurance agencies run on
Each capability ships inside Genaya - one login, one record, no integration project.
Client and policy records
Keep households, businesses, coverage lines, renewal dates, and account history connected in one client workspace.
Inside GenayaClients + CompaniesReviews, calls, and follow-ups
Book policy reviews with video links, log every call on the account, and run renewal task lists with owners and reminders.
Inside GenayaScheduling + Call CenterProposals, e-sign, and billing
Send premium breakdowns, capture signed applications, and convert bound coverage into agency-bill invoices and installments.
Inside GenayaEstimates + InvoicesBook-of-business reporting
Watch retention, renewals coming due, and premium bound across the whole book before the month closes.
Inside GenayaReports + AnalyticsRun tomorrow on Genaya.
Book a walkthrough to see how Genaya supports quote intake, pipelines, e-sign, certificates, renewals, and billing in one platform.