Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System. Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects. And why not? Setting them up is easy Step 1: Click Utilities from the Main Screen Step 2: Go to Agency Setup […]
Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps Step 1: Access the Client Step 2: Double click on the Policy Step 3: Click Quote Control Step 4: Click Yes to Import the Policy information Step 5: Answer a few simple questions Step 6: Rate the […]
Jenesis Agency Management System gives you fields to track why clients purchased and why clients left. Step 1: Access the policy Step 2: Find the “Why Purchased” field and enter your information Step 3: To track “Why Left” select the policy Step 4 : Put in your cancel date and select Insured Request Step 5: […]
That’s right. We have a great way to generate thank you letters for people who renew their policies with you. Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers. Step 1: Go to Utilities from the Main Screen Step 2: […]
Reviewing Receipts in Jenesis is easy. You can review them from the Client Level or the Policy Level. Step 1: Search for the Client Step 2: Click the Review Receipts button at the bottom of the screen. Step 3: You can also edit and view receipts by double clicking the policy Step 4: Click Review […]
Being in a sales role for an insurance software company, some days are very draining. People can be rude and let’s face it, I am tenderhearted. We all know that most of the time you can’t choose your circumstances, but you always have the power of choosing the way you react to your circumstances. For […]
Good news! Jenesis will be exhibiting at the PIANC 2017 Annual Conference in Clemmons, NC on August 16th & 17th. Here is the link if you would like to register. We hope to see you there!
Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel. Step 1: From the Main Screen select Reports and Production Step 2: Place a check mark next to the Report you want to export Step 3: Click Export Step 4: View your Report and use Excel […]
Do you know how well your client referral program is working for you? Jenesis has added two convenient reports to help you track Client Referrals and Quote Referrals. Step 1: From the Main Screen select reports Step 2: Select Production Step 3: Select Marketing Step 4: Select Client Referrals or Quote Referrals Step 5: Put […]
You can easily create Acord forms in Jenesis Software. The also store in your Recently Created section allowing you not only a record of everything that has transpired but also easy access. It gets even better. You can also copy recently created forms to make quick edits and changes. Step 1: Open the Policy Step […]