ProTracker
Jenesis
Transfer contacts, activities, and more from ProTracker to Jenesis. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Jenesis migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM built by financial planners for financial planners
ProTracker Advantage is a cloud-based client relationship and practice management software designed for financial planners and wealth managers. It enables tracking communications, tasks, documents, workflows, RMD calculations, and marketing campaigns while syncing with Microsoft Outlook and mobile devices.
Purpose-built for financial planning industry since 1997
Insurance agency management system made simple
Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.
Built specifically for independent insurance agencies
"Insurance agency management system made simple"
Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.
Ideal for: Small to mid-size independent insurance agencies seeking an affordable, all-in-one management system with CRM, policy management, and marketing tools.
Built specifically for independent insurance agencies
Integrated ACORD forms library
Carrier downloads and real-time policy inquiry
Commission tracking and credit card processing
Learn more at
jenesissoftware.com
See exactly which data objects transfer from ProTracker to Jenesis
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Jenesis.
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