Email ID Cards, Statements of Coverage, Invoices and Receipts
Jenesis Insurance Agency Management System allows you to email an invoice, statement of coverage, ID card or receipts and use email templates
Commercial Lines Proposal Feature
Insurance Solutions that help. Did you know that you can create Commercial Insurance Proposals from Jenesis Software.
Sending Certificates to Multiple Holders
Sending Commercial Insurance Certificates to multiple holders just got easier in Jenesis Software. Just hit the Ctrl key when you are adding a cert holder and choose as many as you need.
What do you do for your best customers?
Consider using the Jenesis Agency Management System report to show you who has been insured with you the longest and which customers have the largest premiums to determine who to send a few selects gifts to from time to time. If you have cool ideas like this we would love to hear them and if […]
Credit Card Payment Options – SpruceBooks
Jenesis now gives you multiple ways to take credit card payments. Introducing SpruceBooks
Previewing Marketing Emails
Preview the emails Jenesis sends quickly and easily
Cross Selling to Renters
Insurance Marketing is easy with Jenesis. Are you familiar with the field in Jenesis that allows you to indicate if the customer is a Homeowner? Just fill that out and your current client base instantly becomes a source of revenue generation and cross selling opportunities http://www.jenesissoftware.com/agency-management-systems/cross-selling-renters-without-renters-insurance/
New Receipt Email Method
Agent can now email a receipt without saving to images first by clicking the more options on the receipt.
Reviewing Commercial Endorsements
When you endorse a business auto policy by adding, changing or deleting vehicles and drivers in Jenesis Insurance Agency Management System you can easily go back and review those at any time
Viewing Images from Notes
You can now view image attachments from notes in Jenesis Agency Management System