by Phil Price | Nov 21, 2019 | Features
Have you ever wished you could link profiles? As an example, maybe you have a husband and wife or mom and dad with separate policies and wish you could link these related accounts together. Well, wish no longer… this feature is here! JenesisClassic Linking...
by Phil Price | Nov 3, 2019 | Features
Have you ever wished you could integrate Gmail with JenesisClassic? Well, now you can! This quick video shows you how to set up JenesisClassic to pull in your Gmail messages and make your client communication even easier! JenesisClassic Gmail Integration Gmail...
by Phil Price | Jul 24, 2019 | Features
Have you thought about using the J-Mail feature in JenesisNow? Do you know what J-Mail is? This quick video provides you a useful overview of J-Mails. Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and...
by Phil Price | Jul 24, 2019 | Features
Have you been wondering how to create customized receipts in Jenesis Classic? Did you know you can provide a message for your customer right on their receipt? This quick video teaches you how to create and edit a customized note on your customers’ receipts. For more...
by Phil Price | Jun 5, 2019 | Features
This tutorial walks you through the steps of showing you how to add, delete, or assign J-Links for Discovery Insurance Company. How to make sure your Jenesis Agency Management system is set up properly to use your Discovery Rater and for Discovery J Links. From...
