by Tim Caviness | Nov 15, 2017 | Features
Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how. Step 1: Access your client profile or policy Step 2: Click the Credit Card Info Button Step 3: ...
by Tim Caviness | Nov 8, 2017 | Features
Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well. Step 1: Hit Add Client Step 2: Enter your basic Quote Information Step 3: Select Quote as you Status Step 4: Click Add Policy and enter...
by Tim Caviness | Nov 7, 2017 | Features
Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company. Step 1: Add the Finance Company in Company Setup Step 2: Go to J-Links and Add the Finance Company Step 3: Go to...
by Tim Caviness | Nov 6, 2017 | Features
Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the details that matter when you need information quickly for your clients. We help make your service exceptional. To Track a Claim Step...
by Tim Caviness | Nov 6, 2017 | Features
Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible. To Set Up the J-Link Step 1: From the Main Screen select Utilities and Company Setup...
