Insurance Agency Management Systems and Independent Insurance Agencies can learn from Fish! Imagine a workplace where everyone chooses to bring energy, passion and a positive attitude to the job every day. In this engrossing parable, a fictional manager has the responsibility of turning a chronically unenthusiastic and unhelpful department into an effective team. Seattle’s Pike […]
The Jenesis Insurance Agency Management System has added an option in Quote Control to allow the user to indicate why someone does not purchase the coverage and we have also added a report in Production Reports for this.
Jenesis Insurance Agency Management System offers you the ease and convenience of a prefilled Acord 36 Agent Record of Change form.
Jenesis Software will be Closed on Saturday, September 2nd and Monday, September 4th to observe Labor Day. We wish you all a Happy Holiday from the Jenesis Team.
Jenesis Insurance Agency Management System allows you to email an invoice, statement of coverage, ID card or receipts and use email templates
Insurance Solutions that help. Did you know that you can create Commercial Insurance Proposals from Jenesis Software.
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.
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 […]
Jenesis now gives you multiple ways to take credit card payments. Introducing SpruceBooks
