by Tim Caviness | Nov 6, 2017 | Features
Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working...
by Tim Caviness | Nov 2, 2017 | Features
Jenesis Agency Management System lets your search for your clients through a number of quick and easy ways including the phone number. Whether its a cell phone, work phone, home phone or any other just type the phone number in the field and any profile with that...
by Tim Caviness | Nov 1, 2017 | Features
You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System. This helps save time and gets you the critical data you need related to your business. To Save a Report to Favorites: Step 1: Choose the...
by Tim Caviness | Oct 26, 2017 | Features
Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter and choose the one you want to work with. Its that simple. To Process Downloads Step 1: From the Main Screen click Upload/Download...
by Tim Caviness | Oct 24, 2017 | Features
Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client or the policy level. We also give you the ability to email, text, save to images and view as PDF. These options give you flexibility to...
