You can now determine the sort order for your payment types. From The Jenesis Main Screen / Dashboard, go to Utilities in the top navigation and choose Payment Types/Fees. Enter a number in the Sort column to determine the order of each payment type. You can use who numbers like 1, 2, and 3 and […]
Jenesis Tech Support is now available at 8:15 am EST Monday – Friday! That’s 30 minutes earlier. Hope you like this change! Just a reminder, we are also open 1/2 day Saturday. Our hours are (EST): M – F 8:15 am – 5:15 pm Saturday 9:00 am – 12:00 pm
We hope all of you have an enjoyable weekend planned with family and friends! Jenesis Technical Support will be unavailable on Monday, September 7.
Garrett joined Jenesis in August and has hit the ground running. He joins Benny Kiser and Adam Tessener in Technical Support. He replaces Derek Honeycutt, who has moved full-time into a JenesisNow Developer role. Don’t worry, you haven’t lost him completely. Derek will still fill in from time to time in Tech Support as needed. […]
There is a lot that goes into optimizing your website for search engines. If you would like an SEO Checklist for Insurance Agencies, I hope this is helpful. Here are a few easy to understand and verify things that improve SEO and help your website rank well and give you the results you are looking […]
Jenesis User can now add custom tabs to the Commercial Lines policy screen. These custom tabs will be specific to that policy so there can be completely different custom tabs on other policies.
Top Reasons to Use Imperial Premium Finance Competitive rates & terms! Automation – important documents shared electronically using eForms & eSignature! IPFS connect Mobile App – make payments, view detailed policy information, check account status and more! Finance most policies as low as $250 in premium! and More! Again, these are just a few. If you’re […]
For the Agencies that are wanting to send mass emails to their clients, here is a video to show how to use the Email List Builder in Jenesis. Currently, Jenesis is not programmed to send out mass emails, so we recommend using Mail Chimp or Constant Contact for sending these emails.
We had a call about this a few days ago and wanted to share with others. Please let us know if you any questions and we will be happy to assist.
Adding Tags to Media Items Users are now able to add tags to media items to help with future searches and categorization. JenesisNow is Now Offering Automated Marketing for Four Highly Used Campaigns Agencies are now able to set up automated email marketing campaigns for the following categories: Happy Birthday, New Customer Welcome, No Automobile […]