by Eddie Price | May 12, 2017 | Agency Management Systems, Book Reviews, General
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...
by Eddie Price | Apr 24, 2017 | Features
Why Customers Don’t Buy … Do you know why the people you have quoted in the past did not purchase insurance from your agency? At Jenesis, we think your Insurance Agency Management System should answer questions like this. How To Know Why … The...
by Eddie Price | Mar 24, 2017 | Accounting, Features
Emailing Insurance Receipts is easy in the Jenesis Insurance Agency Management System! Agents can easily email a receipt without first saving to images by clicking the more options on the receipt. Watch the video below to see how it works. Why This Is Useful Emailing...
by Eddie Price | Feb 27, 2017 | Agency Management Systems
There are so many reasons why an agency would need a good insurance agency management system, below we dive into the 5 top reasons. 1) Customer Experience: With a couple clicks, you will have all the client policies info, notes, images, company immediately. You will...
by Eddie Price | Dec 29, 2016 | Features
We have added the ability to exchange the J-Calendar list box with a Pending Expiration List.