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
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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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
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 […]
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
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: […]