by Eddie Price | Nov 21, 2016 | Features
We have added a way to make a Suspense automatically repeat for those task items that are not just a one time thing. For example, if it’s your job to process downloads every day, you can create a suspense to remind yourself to process the downloads and then set...
by Eddie Price | Nov 19, 2016 | Features
When signing into your Jenesis Agency Management System, the location you choose will become your default location in the future. You can manually change it at any time to another location and that new location will become your new default in the future. Subscribe to...
by Eddie Price | Nov 18, 2016 | Features
We have added an Open Suspense report on the Production Report screen of Jenesis. Go to Reports from the Jenesis Main Screen Choose Production Go to the Misc tab Select the Open Suspense report from the list This is a very useful “work-flow” type report to...
by Eddie Price | Nov 18, 2016 | Features
We have added sample content for the Jenesis Direct Mail Campaign and Drip Email Marketing Campaign features. We know that sometimes getting started is the hard part. Our suggestions are intended to be something to start with and your agency can customize and edit as...
by Eddie Price | Nov 18, 2016 | Features
Agents are now able to indicate on the report that a policy was shopped/reviewed. You can select to show or hide renewals that have already been reviewed and you can sort the list by premium differences/changes in assending or descending order as well as by effective...
