by Mac Matza | 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 Mac Matza | 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...
by Mac Matza | May 16, 2024 | blog, Features
Cool features We have added the ability to have multiple commission tiers for a given carrier. https://youtu.be/omjZhpgtGj0 We have added notifications of how many unread messages to the email option on the left main right sidebar as well as an unread emails...
by Mac Matza | May 16, 2024 | blog, General
In the bustling world of insurance, finding the right insurance agency management system for small agencies can be a game-changer for elevated efficiency and growth. Jenesis leads the industry with streamlined functionality and personalized support tailored...
