by Jenesis Software | Oct 14, 2019 | Features
Are you a note-taker? Maybe you like to keep a record of certain conversations or things needed for or by your client? JenesisNow’s Notes option is like having a searchable notepad available per client. Entering and Reviewing Notes in JenesisNow To add or view...
by Jenesis Software | Oct 14, 2019 | Features
Have you been wishing there was a spot where you could see all your client’s important information at once? JenesisNow’s Client View provides a single location with comprehensive information about your client that’s easy to access and simple to navigate. Client...
by Jenesis Software | Aug 27, 2019 | Features
Have you ever been frustrated entering the same information over and over to get multiple auto quotes for your clients? JenesisClassic provides a time-saving feature for getting rates from multiple companies for your auto quotes in North Carolina. Using our...
by Jenesis Software | Aug 12, 2019 | Features
Do you want to know the quickest way to generate a quote for a potential customer? This quick video shows you how to collect the client’s information so that a quote can be generated efficiently. Getting Info for a Quote When a client requests a quote, navigate to...
by Jenesis Software | Apr 3, 2019 | Features
You have a new carrier & coverage to offer in your agency, but how do you set them up in your JenesisNow system? JenesisNow – Company Setup From the JenesisNow dashboard once you log in, select the “hamburger” menu indicator in the top left corner to...
