2021 Jenesis User Retreat – We Can’t Wait To See You

Jenesis User Retreat Hilton Myrtle Beach Oceanfront Resort  October 8-9, 2021 3 Reasons You Should Attend the 2021 Jenesis User Retreat… Learn about workflows. Look forward to a better understanding of how Jenesis is designed to be used, from the creators themselves, to ensure you are being the most efficient throughout your day. Team Communication. […]

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JenesisClassic – Manage And Track Your Sources

Why should you require a source on every quote/policy? and How to set up source tracking. Jenesis insurance software for agents was thoughtfully designed to help insurance agents serve more clients better, and source tracking will help your agency know where to spend marketing dollars. We’re so happy to announce that this affordable insurance agency […]

Formstack logo

Formstack (formerly InsureSign)

Have you been wondering how to integrate and make the best use of InsureSign in combination with JenesisClassic?

Tabs Feature

The Tabs Feature

Introducing one of the best new features in JenesisClassic – the Tabs feature.

Customize Suspense Box

Customize Your Suspense Box

Introducing the option to rename the Suspense box in JenesisClassic – one way Jenesis is making your life easier.

Outlook Integration

Outlook Integration

Our newest feature in JenesisClassic – email integration with Gmail and Outlook is now available.

GMail Integration for JenesisClassic!

Have you ever wished you could integrate Gmail with JenesisClassic? Well, now you can! This quick video shows you how to set up JenesisClassic to pull in your Gmail messages and make your client communication even easier!

Setting up JLinks

Setting up JLinks

Do you know how to properly set up JLinks? Find out here.

Why most agencies use Jenesis in the Cloud

100% of agencies who sign up with Jenesis, currently choose the cloud option and 90% of the long-time Jenesis users have moved to the cloud option. None of them have ever moved back to Desktop. Here are a few reasons agents tell us they prefer the cloud … Access from Anywhere Access from tablet and […]

Admins! Tell your staff why their JLinks aren’t working!

You can now leave notes on your agents JLink about why the JLink isn’t working!