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
Customizing your Main Screen New Business Options
Agents can now select whether they want to see New Business written today or New Business Month to Date on the Jenesis Main Dashboard.
Text Message Campaign
The Jenesis Agency Management System Text Message campaign allows you to customize communications sent to your clients and automatically generates responses and sends them to your clients upon sign in. All you need to do is set up the ones you want to send. Capture a cellphone number and carrier for your clients and we […]
Cloning Users
In User Setup, we have added a button in the bottom right portion of the screen called Clone User Setting. When you click this button while viewing a specific user’s profile, you will be asked the name of the new user you would like to add with the same settings and permissions as the user […]
Batch Scanning in Jenesis
Jenesis Insurance Agency Management System allows you to easily scan in multiple documents for a variety of customers at once and transfer those images to the appropriate client or policy through our Transfer Images feature.
Southern General J-Links and Bridging from Jenesis
We believe Southern General has changed their URL for their website. This may affect J-Linking and bridging from Quote Control We are researching the issue and will make an necessary changes as quickly as possible. Thanks for your understanding.
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 […]