Customizing your Main Screen in the Jenesis Agency Management system is easy and effective. Choose between your Calendar, Expiration lists and Renewal lists. And don’t forget you can still see your Suspenses, J-Mails and Quotes
Jenesis Agency Management System allows you to copy and paste a variety of information including VIN numbers.
Jenesis Agency Management System offers you easy and convenient ways to manage your clients credit card information, making it easy and simple for them to make payments without them even having to leave the convenience of their home. And now you can even search by their information.
Jenesis Insurance Agency Management System allows you to print and email a list of Certificate Holders for each client. It’s fast, easy and convenient.
The Acord 28 Commercial Evidence of Property form can be accessed from the Acord Library. The Acord Library is located off the main screen and on the Commercial Policy level. Look for it in version 17.2.0
We have added the ability to exchange the J-Calendar list box with a Pending Expiration List.
We have added the ability to filter Suspenses on the Jenesis Main Screen by user and by suspense due date and completed status.
We have added a search option to find reports by a partial name search. This is located on the Product Reports screen.
We have added the ability to export Invoices from Jenesis into QuickBooks. With the click of a few buttons, you are able to transfer invoices directly to QuickBooks without the need to export and import manually.
We have added the ability in Agency Setup on the the Quote Control tab if you click the Edit Letter button, to mail merge the Number of Payments, Total Premium and Down Payment. This will show when clicking the Print Letter button from Quote Control.