by Jenna Kleiber | Aug 12, 2024 | blog, General
Here at Jenesis, we understand that learning a new insurance agency management system can be overwhelming and stressful. Our team is here to walk you through all the different stages of learning, ensuring that you feel supported every step of the way. The Three...
by Jenna Kleiber | Jul 29, 2024 | blog, Features
Cool features Users are now able to use an existing email/letter/text template into any email campaign. https://youtu.be/6KLT_pSDo6Y When adding a new client into JenesisNow, if there is already another client with the same email address, the user will be notified...
by Jenna Kleiber | Jul 15, 2024 | blog, General
In today’s digital landscape, your insurance agency website is often the first point of contact for potential clients. Ensuring that your website is both user-friendly and optimized for mobile devices is crucial for attracting and retaining customers. Here’s why it...
by Jenna Kleiber | Jun 18, 2024 | blog, Features
Cool features We have added the ability for a user to filter a client’s policy list to show only personal lines policies or only commercial policies or all. The default will be all. https://youtu.be/Ys_mjxjcwek We have added an option on the policy screen to...
by Jenna Kleiber | Jun 12, 2024 | blog, General
In the ever-evolving digital landscape, standing out from the competition is essential for independent insurance agents. Traditional marketing methods, while still valuable, are no longer enough to ensure a steady stream of clients. This is where search engine...
