Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full. Step 1: From the Main Screen select Reports/Production Step 2: […]
You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System. This helps save time and gets you the critical data you need related to your business. To Save a Report to Favorites: Step 1: Choose the Report from the “Recently Reviewed” Section under Reports/Production Step […]
Jenesis Agency Management System is designed to help you organize you task items through our handy Suspense Feature. You can also create Suspenses when you enter notes. Check out the video to learn more. Step 1: Open the Client or Policy you need to make a note on Step 2: Hit Enter Notes Step 3: […]
Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how. Step 1: Access your client profile or policy Step 2: Click the Credit Card Info Button Step 3: Enter the Credit Card Information Note: You can also print out a […]
Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well. Step 1: Hit Add Client Step 2: Enter your basic Quote Information Step 3: Select Quote as you Status Step 4: Click Add Policy and enter your detailed information Step 5: Select […]
Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company. Step 1: Add the Finance Company in Company Setup Step 2: Go to J-Links and Add the Finance Company Step 3: Go to the Policy and in the Finance section […]
Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the details that matter when you need information quickly for your clients. We help make your service exceptional. To Track a Claim Step 1: Search and Click the customers profile Step 2: Click the Claims Tab […]
Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible. To Set Up the J-Link Step 1: From the Main Screen select Utilities and Company Setup Step 2: Add Heritage Insurance as a Company (make sure to select Insurance Company […]
Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working for your business. To track a Prospect and a Source Step […]
Jenesis Agency Management System lets your search for your clients through a number of quick and easy ways including the phone number. Whether its a cell phone, work phone, home phone or any other just type the phone number in the field and any profile with that number listed is right at your fingertips. Step […]