Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter and choose the one you want to work with. Its that simple. To Process Downloads Step 1: From the Main Screen click Upload/Download in the ribbon Step 2: Select Process Download Step 3: Find the […]
Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client or the policy level. We also give you the ability to email, text, save to images and view as PDF. These options give you flexibility to send documents and store them for later use. To […]
On the Client Main Screen, go to the Commercial tab. Click on the Certificate button at the bottom of the policy list. Add a new certificate or open an existing certificate. Click on the Add/Change Certificate Holder button in the top left section of the screen. Select the Certificate Holder you would like to edit. […]
LinkedIn is a Business to Business social media platform that can help you increase your business in many ways. It is a great place to network and increase contacts. It can be linked to your website increasing your Google presence. You can create posts and link to other sources to increase your audience and your […]
Jenesis Software offers a variety of helpful tools including the ability for your clients to chat directly from your website with an agent. This allows quick conversion rates and can help you grow the revenue for your business with immediate response to quote requests and more. To learn more about our chat options check out […]
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 […]