The Jenesis Built-in Email Marketing Feature
Insurance agencies talk about the built-in Jenesis Agency Management System’s automated email & text marketing feature.
This is why Benny, Adam, and Derek get 10’s across the board!
Insurance agencies talk about the support they receive from the Jenesis Agency Management Software team.
Jenesis Commercial Certificates of Insurance Comments
Agencies talk about the Jenesis Commercial Certificate of Insurance feature.
Jenesis – August Agency Connection
Don’t keep waiting for the perfect moment to start using new Jenesis features. The perfect moment doesn’t come along often enough! See our August news for the most recent things Jenesis can do. Come on… just click here for more
Take a look inside the 2018 User Conference
The Jenesis 2018 User Conference last April was a huge success. We had a full house and many things were discussed, including our new Web version, JenesisNow. A couple other topics included: Marketing opportunities in Jenesis Commercial lines, including auto-filled Certificates of Insurance & other Acord Forms. Here’s a little peek inside the Conference. We […]
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Downloads – Using Ivans Exchange
Ivans Exchange lets you have direct access to your download information Find out quickly what your carriers are sending to your Jenesis Insurance Management System
Merge Clients Tool
Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager. Not only can you merge individual clients through our search option but now you can mass merge client profiles with our Merge Duplicate Clients Tool Step 1: From the Main Screen click Tools Step 2: Go to […]
Searching by Vehicle Number VIN
Jenesis Agency Management System lets your search for your insurance clients in a number of ways including by Vehicle Identification Number (VIN). Step 1: Open Jenesis to Main Screen Step 2: Find the Advanced Search and Choose Vehicle VIN Step 3: Enter your criteria and hit the search icon