We are excited to introduce the new JenesisNow integration with Lightspeed, a Fully Featured Phone and Communications Platform + Automated Sales Performance Tools that let you be amazing. When a customer calls your agency, JenesisNow will automatically open the customer’s profile for you. Pretty awesome! Any questions? Email us at support@jenesissoftware.com!
Go to Amazon and pick up Jenesis Software Founder Eddie Price’s book The Perfect Insurance Agency: Simple Changes to Ensure Success! If you feel as if you don’t get your money’s worth with this book, email Eddie at eddie@jenesissoftware.com for your money back guarantee! Did you enjoy the book? Email Eddie and tell him […]
The user now has the option to hide the side cards for Actions, Receipts and Invoices on the Client and Policy screens and can be easliy changed in the user’s profile. This feature will make navigating on those screens easier by removing the cards they do not use. Any questions? Email us at support@jenesissoftware.com!
We have made enhancements to the letter templates in JenesisNow. Improvements have been made to the letterhead and Logo when you email/text or print the letters. Any questions? Email us at support@jenesissoftware.com!
We have added the ability to make a Personal Auto policy a Non-owner policy. Also, Non-owner rating has been added to J-Rate for those carriers that will allow non-owner quoting. Any questions? Email us at support@jenesissoftware.com!
Brian fell in love with computers at age 9 and they’ve been part of his life ever since.
We have added the ability to text agents (users) from the Send Text screen. Any questions? Email us at support@jenesissoftware.com!
https://www.youtube.com/watch?v=hI_dYI6soJk We added an agency option “Prefer Business Name”. When turned on only the Business Name will show on the dashboard card for last view clients and in the client view screen the Business card is at the top. This makes viewing your Business clients a lot easier. Any questions? Email us at […]
Stacy J. Reb is a licensed insurance agent seeking a remote or North Carolina agency opportunity. Her resume is provided below. Please email Stacy at Stacyreb30@gmail.com.
An “All” option has been added for sending Jmails, allowing a message to easily be sent to all system users. Any questions? Email us at support@jenesissoftware.com!