Did you know that all of a clients suspenses are tracked on the Client Main Screen in the Jenesis Insurance Management System. Did you know that you can even search those suspenses to save time and find the information you need quickly and easily? Its all true. Step 1: Open the client profile Step 2: […]
In version 17.8.0 and higher you can J-Link easily to any Erie policy. Step 1: Set up Erie in Company Setup Step 2: Hit Ctrl-W and create the J-Links. You will need a link for each user. Step 3: Find your policy and click the globe Like magic you can access your clients easily to […]
Filtering your quotes has never been easier. Just look for the handy filters on the blue menu bar where you see Quote Control on your main screen. Choose all or specify your location or your user. The changes will automatically save and remain that way until you change them again.
Jenesis is pleased to announce it’s integration with Sprucebooks, giving agencies another option for credit card processing and much more! For a limited time, the first 50 Jenesis users get Sprucebooks FREE for the first 90 days. Sprucebooks has also announced it’s integration and partnership with Assuresign in this Press Release. Visit Sprucebooks.com for more information OR email info@sprucebooks.com OR […]
You heard it. Emailing Multiple Certificate Holder is super easy. Coming to version 17.7.0. Look for the Beta if you want to try it early. Check out the video for the “how to”
As a sales and marketing representative for a software company that markets to independent insurance agencies, it’s easy for me to know who I should be visiting (insurance agents) and why that’s so important (build rapport with current customers and introduce my product to potential clients). I wanted to take a moment to talk about who you should […]
Mobilize your Insurance Agency You can now easily extend your agency to mobile with your Jenesis Agency Management System. Create your agency’s customized Mobile Agent App with Jenesis and transform your insurance servicing and marketing model. Get advanced sales, marketing & customer service strategy with customized mobile app for your agency. Try it, it’s awesome! […]
As an Independent Insurance Agent, I am almost positive you have heard the term “Trade Show” or “Convention”. This is referring to a large gathering of Insurance Companies, Agency Management Systems, Brokers, and Independent Insurance Agents all looking to gain more knowledge and even new business. I am writing this blog to talk about why […]
Your Best Insurance Customers may deserve the red carpet treatment so it may be time to come up with a plan. This is important because good customers are the ones you want to stay with you and they know other good potential customers. How do you identify who they are? The Jenesis Agency Management System has […]
Insurance Sales Tips from Jenesis Software Knowing your business is half the battle. What you do with that information is the other. In the day to day world of P&C you write numerous auto policies, some full coverage and some liability only. Using this information to your benefit is invaluable. Jenesis gives you a way […]