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 […]
Some of you may be familiar with the Acord 146. This Acord form is used for Commercial Inland Marine policies. This form has been replaced with the Acord 152. To access the Acord 152 in Jenesis Open your Commercial Inland Marine Policy Choose Forms Choose Acord Library Search for the 152 Decide if you want […]
Check out our Reports Section. Jenesis Software’s Production Reports allow you to use your insurance agency management system to track business based on date range, company, line of business and alot more. We have even added a percentage of premium column to give you more data.
Jenesis Insurance Management Software just added a great new way to streamline your policy view. View Active policies, Pending Cancels, Renewals and more. Step 1: Choose your client Step 2: Click the dropdown in the filter area. Step 3: Choose the policy status you want to see
There are times when you need to include additional information on you invoice. Maybe you want to tell people who to make checks payable to or other important information. In Version 17.8.0 and higher of Jenesis Insurance Management Software you can create invoice footers to help with this very thing. Step 1: Open the client […]
If you are an independent insurance agent, you are probably familiar with the term Agency Management System or CRM. Today, most agencies are using a management system to help manage their day to day activity within the office, but there are some of you who have yet to jump on the agency management system train. […]