by Tim Caviness | Aug 4, 2017 | Features
Do you know how well your client referral program is working for you? Jenesis has added two convenient reports to help you track Client Referrals and Quote Referrals. Step 1: From the Main Screen select reports Step 2: Select Production Step 3: Select Marketing...
by Tim Caviness | Aug 4, 2017 | Features
You can easily create Acord forms in Jenesis Software. The also store in your Recently Created section allowing you not only a record of everything that has transpired but also easy access. It gets even better. You can also copy recently created forms to make quick...
by Tim Caviness | Aug 3, 2017 | Features
Some of you may be familiar with the Acord 146. This Acord form is used for Commercial Inland Marine policies. This form has been replaced with the Acord 152. To access the Acord 152 in Jenesis Open your Commercial Inland Marine Policy Choose Forms Choose...
by Tim Caviness | Aug 3, 2017 | Features
Check out our Reports Section. Jenesis Software’s Production Reports allow you to use your insurance agency management system to track business based on date range, company, line of business and alot more. We have even added a percentage of premium column to...
by Tim Caviness | Jul 24, 2017 | Features
Did you know that you can quickly and easily access certain features by hitting the Alt Key and a specific letter on your keyboard. Here are a few examples Alt-C – Close the screen Alt-E – Enter Notes Alt-V – View Notes Alt-K – Insta Check Its...
