how to

How to set up your J-Links for Discovery Insurance Company

Do you need to know how to set up your J-Links for Discovery Insurance Company? This tutorial will walk you through the steps and show you how to add, delete, or assign J-Links for Discovery Insurance Company. Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and commercial clients, by […]

Learn how to become healthy and fit even with a busy work schedule.

Learn how any busy professional can increase their fitness levels, regain mobility and reduce stress in less than 30 minutes without the need for a gym! WorkFit is a step-by-step course designed to introduce you to the fundamentals of exercise, nutrition and other important principles you need to live a healthy, active life. The course […]

Need Equipment and/or Software Financing or Leasing?

If you need money to purchase equipment for your agency, we recommend GSG Capital. They will lend 100% of the cost of most equipment and even software you may need to run your agency. We have used them for the last ten years here at Jenesis. Send Todd Greenberg an email at for more information: […]

Custom Receipt Message

When processing a Personal Lines or Commercial Lines receipt in Jenesis, your default receipt message from Agency Setup will display on your receipt screen. You will have the option to either leave it as it is or edit in any way for a custom message appropriate for the customer you are processing a receipt for.

Congrats to Suggs Insurance Agency!

Congratulations to Celia & Shannon at Suggs Insurance Agency for winning two FREE tickets to the OutBound Conference in Atlanta. We hope you had a wonderful time! What? “OutBound is the biggest, baddest conference in the Sales Profession and the only conference focused exclusively on sales prospecting, pipeline, and productivity. Attracting more than 1200 attendees […]

Safeco is now available for NC auto rating in Quote Control!

We are so excited to announce the introduction of Safeco auto rating to Quote Control!  This is only available in the Beta version at this time.  We’d love for your agency to try it! Once you have updated to the current version (19.4.0), there are 3 simple steps to follow which are included in this […]

How does your current website score?

Websites, like people, are not always perfect. However, just like with people, it’s always good to keep trying. At JenesisWeb, 83% of the sites we build and manage for our customers score in the 90s and 17% in the 80s. If you would like to know how your site scores and would like us to […]

Improved how carriers are copied to other locations

We have replaced the two buttons on the Company Setup screen that were used to copy a carrier to other locations and replaced it with one button called Copy to Other Location(s). This will open a small form where you can choose to copy just the carrier whose screen you are on, or all the […]

The 7 Habits of Highly Effective Insurance Agents

The 7 Habits of Highly Effective People, by Stephen R. Covey, can apply to the work we do in the insurance business and also here at Jenesis. As you read this summary, you may not learn a single new concept. However, please don’t be too quick to dismiss a concept just because you have “heard that one before.” […]

Meet Christy Alaimo! Our newest Jenesis team member in Sales & Marketing

Christy is a licensed Property & Casualty agent and who better to show you all the features of Jenesis than a licensed agent! Before coming to Jenesis, Christy spent over 20 years using JenesisClassic as an independent insurance agent. Christy wears two hats at Jenesis….. she is a part of our Sales Team and she […]