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. […]
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.