Need a Jenesis Mouse Pad?
If you need us to send you a Jenesis mouse pad, just email Michael at michael@jenesissoftware.com and he will be happy to send you as many as you need.
Adding Addresses to Payees In JBooks – Version 17.3.0
Jenesis Insurance Agency Management System lets you enter a Payee Address directly from the JBooks Feature. All you have to do is click Show Address and you can quickly and easily enter the information. It also reflects in the memo area making sending those payments convenient.
All Active Accounts/Highest Premium – Version 17.3.0
Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double clicking the header for easy use. The report drills down to […]
Check out our Acord Library – Version 17.3.0
Jenesis Agency Management System offers a comprehensive Acord Library that includes Fillable PDF’s and a variety of pre-filled forms. You can also easily print, save to images and email them, reducing time and increasing efficiency.
Search by Certificate Holder – Version 17.3.0
Jenesis Insurance Agency Management System lets you easily search by Certificate Holder allowing you to find your commercial clients quickly and easily.
Customize your Main Screen
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
Copy and Paste VIN Numbers
Jenesis Agency Management System allows you to copy and paste a variety of information including VIN numbers.
Advanced Search Options – Credit Card
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.
Certificate Holder List
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.
Commercial Evidence of Property – Acord 28
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