by Tim Caviness | Jul 3, 2017 | Features
Jenesis Insurance Management Software just added a great new way to streamline your policy view. Step 1: Choose your client Step 2: Click the dropdown in the filter area. Step 3: Choose the policy status you want to see
by Tim Caviness | Jul 3, 2017 | Features
There are times when you need to include additional information on you invoice. Maybe you want to tell people who to make checks payable to or other important information. In Version 17.8.0 and higher of Jenesis Insurance Management Software you can create invoice...
by Tim Caviness | Jun 30, 2017 | Features
Did you know that all of a clients suspenses are tracked on the Client Main Screen in the Jenesis Insurance Management System. Did you know that you can even search those suspenses to save time and find the information you need quickly and easily? Its all true. Step...
by Tim Caviness | Jun 30, 2017 | Features
In version 17.8.0 and higher you can J-Link easily to any Erie policy. Step 1: Set up Erie in Company Setup Step 2: Hit Ctrl-W and create the J-Links. You will need a link for each user. Step 3: Find your policy and click the globe Like magic you can access your...
by Tim Caviness | Jun 29, 2017 | Features
Version 17.8.0 and higher allows you to filter Quote Control on your main screen. You can easily see the quotes of all of your users or just filter for a specific one. You can also filter by location.
