Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager. Not only can you merge individual clients through our search option but now you can mass merge client profiles with our Merge Duplicate Clients Tool...
In Jenesis Version 17.9.0 and higher your agency management system allows you to process downloads by Location. Step 1: From the Main Screen Select Upload Download Step 2: Click Process Download Step 3: Filter for your location
Jenesis Agency Management System gives you an easy way to create and modify agency procedures. You can even create action steps and assign them to specific agents. Step 1: Click Tools and Procedures Step 2: Click the Add New Procedure Button Step 3; Create a...
Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel. Step 1: From the Main Screen select Reports and Production Step 2: Place a check mark next to the Report you want to export Step 3: Click Export...
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...
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...
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...
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 give you...
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 easy. Just check the...
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
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...
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...
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...
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.
Yes you can!!! Email Multiple Certificate Holders all with a few key strokes. Check out the video to see how
Agency Workflow from Jenesis Software If you write P&C Insurance you will most likely write Auto Insurance during your daily agency workflow. The statement of no other drivers is a standard form. You use it over and over again, sometimes daily. Before renewal,...
Commercial insurance is a great way to service a new insurance industry. Its also and a key component to growing insurance agencies. The in's and out's can be different than Property and Casualty lines of business. Commercial Business often comes with higher...
Insurance Sales Tips from Jenesis Software Knowing your business is half the battle. What you do with that information is the other. In the day to day world of P&C you write numerous auto policies. Some are full coverage and some are liability only. Using this...
As I thought about the intro to our Jenesis Software newsletter this month, I considered what feature of our insurance agency management system I could talk about that I believe is crazy silly to ignore. It took me only a few seconds to decide on the automated text...
Why Customers Don't Buy ... Do you know why the people you have quoted in the past did not purchase insurance from your agency? At Jenesis, we think your Insurance Agency Management System should answer questions like this. How To Know Why ... The Jenesis Insurance...
Jenesis Insurance Agency Management System offers you the ease and convenience of a pre-filled Acord 36 Agent/Broker Record of Change form. Acord 36 is one of many forms you can print, email or fax that is pre-filled in Jenesis Insurance Agency Management System. It's...
Jenesis Insurance Agency Management System allows you to email an invoice, statement of coverage, ID card or receipts and use email templates.
Jenesis Insurance Agency Management System customers can easily create commercial proposals from Quote Control send to their prospects. Its also customized to the particular policy type. Driver and Vehicle information will reflect for your clients as well as General...
Jenesis Insurance Agency Management System offers you several Credit Card Payment options including Simply Easier Payments and our newest addition of SpruceBooks. This provides multiple insurance software solutions for you and your agency.
Jenesis Agency Management System continually looks for Insurance Software Solutions to help you grow your business and save time. We include an email marketing campaign with every version. We also provide easy ways to preview those emails prior to sending them to...
There are many ways to grow your insurance agency using your insurance agency management system. Cross-selling to a target group is just one of the many ways. Below is a video of how Jenesis Agency Management System can do this for you. Jenesis provides a report that...
Emailing Insurance Receipts is easy in the Jenesis Insurance Agency Management System! Agents can easily email a receipt without first saving to images by clicking the more options on the receipt. Watch the video below to see how it works. Why This Is Useful Emailing...
Jenesis Insurance Agency Management system makes doing commercial endsorsements easy. When you complete a commercial endorsement it saves the record in the endorsement review screen. This makes reviewing your business auto endorsements like drivers and vehicles easy...
Jenesis Insurance Agency Management System lets you customize your main screen to include the information you want to see. Our latest addition are some New Business Options that allow you to see policies written today or month to date.
Communicating effectively in the insurance business is so important. Whether its snail mails, emails or text messaging your management system needs to make automatically generating these communications easy. Jenesis allows you to do all these things. Our latest...
Time Saving Tip Time is money in the insurance business right? And saving time is critical to maximizing your efficiency. As an administrator of Insurance Software when you are in the process of on-boarding a new agent every second counts. We take that in to...
Jenesis Insurance Agency Management System lets you enter a Payee Address directly from the JBooks Feature. All you have to do is click Show Address and you can quickly and easily enter the information. It also reflects in the memo area making sending those payments...
Jenesis Agency Management System offers a comprehensive Acord Library that includes Fillable PDF's and a variety of pre-filled forms. You can also easily print, save to images and email them, reducing time and increasing efficiency.
Jenesis Insurance Agency Management System lets you easily search by Certificate Holder allowing you to find your commercial clients quickly and easily.
Customizing your Main Screen in the Jenesis Agency Management system is easy and effective. Choose between your Calendar, Expiration lists and Renewal lists. And don't forget you can still see your Suspenses, J-Mails and Quotes
Jenesis Agency Management System offers you easy and convenient ways to manage your clients credit card information, making it easy and simple for them to make payments without them even having to leave the convenience of their home. And now you can even search by...
Jenesis Insurance Agency Management System allows you to print and email a list of Certificate Holders for each client. It's fast, easy and convenient.
The Acord 28 Commercial Evidence of Property form can be accessed from the Acord Library in the Jenesis Agency Management System. The Acord Library is located off the main screen and on the Commercial Policy level. Look for it in Version 17.2.0
We have added the ability to exchange the J-Calendar list box with a Pending Expiration List.
We have added the ability to filter Suspenses on the Jenesis Main Screen by user and by suspense due date and completed status.
We have added a search option to find reports by a partial name search. This is located on the Product Reports screen.
We have added the ability to export Invoices from Jenesis into QuickBooks. With the click of a few buttons, you are able to transfer invoices directly to QuickBooks without the need to export and import manually.
Jenesis Insurance Agency Management Systems has added the ability in Agency Setup on the the Quote Control tab if you click the Edit Letter button, to mail merge the Number of Payments, Total Premium and Down Payment. This will show when clicking the Print Letter...
Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the Jenesis Main Screen with a search option for business name. Agents are still able to use the Advanced Search for both second insured and for business...
Added features and reports to the Jenesis Insurance Agency Management System's reconciliation process in our J-Books accounting feature, including the ability to start a reconciliation, leave, and resume at a later time; reverse a reconciliation; and print a...
Jenesis Agency Management System has added a View Suspense button to the bottom of both the Personal Lines and Commercial Lines screens to have the ability to look at open and completed suspenses for a specific policy.
Added a new check box to Communication Advanced Options form, Email if Possible, which will send email only and will not send a paper document even if checked. Added a new check box to the Client Activity form which will disable all client emails.
When double clicking on a receipt form the Review Receipt list, Receipt screen now opens to the specific receipt selected but have all the other receipts for that policy available to move backwards and forwards through each receipt.
We have added a Payment Posted at Company check box to the receipt screen and the remittance report. This will allow agents to have a check list work flow to ensure all the payments they take from customers get submitted to every company.
Agents can now import the day's deposit into J-Books along with the transaction that will be send to each company.
Agents can now attach an image to the Jenesis email feature from outside of Jenesis and not only those images in the Jenesis image screen.
We moved the Email Drip Email Campaign report from the Communications tab of Agency Setup to the Marketing tab of Production Reports. This will allow for a date range. We have also enabled the report with the ability to delete an email entry which will reset the...
When creating an Acord 25, the Certificate of Insurance, you can now easily select an address other than the one that defaults from the Client Main Screen, from the Commercial Lines, Client General tab, Premises Address.
We have added the ability to enter a coverage description and limit on the "other" section of the Acord 25 (Certificate of Insurance) for the GL and Umbrella sections when creating a new certificate.. The other sections already had this ability.
When changing the name of a policy type on the Policy Type Screen, Jenesis will now automatically update every occurrence of the old policy type to the new policy type. For example, if you currently are using Homeowners as a policy type but you prefer to change it to...
We have added the ability to apply an invoice payment for a customer directly from the Invoice Report screen. 1. From the Jenesis Main Screen, go to Reports at the top then choose Invoice Report to the far right of your screen. You will now see an area labeled Apply...
From Policy screen when selecting Endorsement, Mailing address change, we have now added a Change Garaging Address check box. Upon saving the endorsement the change will not only update the mailing address on the client profile but also the garaging address on the...
We have added a search box to the reconcile form. The checks form can be searched by payee and check number. Simply start typing in the search box and the checks form will automatically filter. Press the clear button to clear out the search box.
We have added a way to make a Suspense automatically repeat for those task items that are not just a one time thing. For example, if it's your job to process downloads every day, you can create a suspense to remind yourself to process the downloads and then set the...
When signing into your Jenesis Agency Management System, the location you choose will become your default location in the future. You can manually change it at any time to another location and that new location will become your new default in the future. Subscribe to...
We have added an Open Suspense report on the Production Report screen of Jenesis. Go to Reports from the Jenesis Main Screen Choose Production Go to the Misc tab Select the Open Suspense report from the list This is a very useful "work-flow" type report to make it...
We have added sample content for the Jenesis Direct Mail Campaign and Drip Email Marketing Campaign features. We know that sometimes getting started is the hard part. Our suggestions are intended to be something to start with and your agency can customize and edit as...
Agents are now able to indicate on the report that a policy was shopped/reviewed. You can select to show or hide renewals that have already been reviewed and you can sort the list by premium differences/changes in assending or descending order as well as by effective...
Added a button on the Quote Control screen called Company Suggestions. Also added this button on the Quote Grid screen. When you click this button, it will open a form that will list the companies you represent that will write the type of risk you have entered into...
In User Setup, if you click the More Settings button, you can indicate if you want to receive a suspense automatically about any upcoming commercial renewals or you can indicate you only want to get a suspense for renewals where you are the producer. You can also...
Jenesis will automatically fill the commercial Acord forms with data you have in Jenesis as well as allow you to edit, email, print and save for future use.
You can now add automatic drip email marketing campaigns into Jenesis for things like wishing a customer a happy birthday, thanking a new customer for becoming a new customer, thanking a customer for referring someone to you, thanking prospects for getting a quote...
We have added a button to the Images screen called Drag from Local Folders which allows Hosted user to drag and drop a document or images from their local computer into the Jenesis Hosted Version.
Jenesis will now keep track of recent reports viewed and give the option to save any report as a favorite.
We have added Commission Downloads to Jenesis. Commission downloads allows the agency to better manage commission from companies that offer commission downloads and will easily split out commission due to each producer based on policies assigned to each producer in...
Are you using the Suspense Feature in Jenesis? If not, you should really start now. A suspense item is a to-do item that can be: Associated with a Policy in Jenesis, Associated with a Client in Jenesis, A personal to-do item, or A professional to-do item Creating a...
Hi everybody - Today, we are going to talk about a feature that you may not be familiar with in Jenesis, and it is called Coupons. Let’s talk about how coupons work inside the software. There is a certain amount of setup that’s required for coupons, and your...
Why does it keep happening? Every year, there are a few agents nationally who commit fraud. It harms the integrity of those agents who conduct good business with morals and integrity. I never have understood why an agent would think they could get by with it. Well,...
Paperless can benefit you in many ways. It can make you more efficient by simply putting all of your documents in one place so that when you need to refer to them, they are easy to find. It also helps by eliminating rows and rows of filing cabinets that you don’t have...
For Jenesis Agency Management System customers who have not tried it, Live Chat is one method of communication we use when working in Technical Support. Our customers generally use the phone as the key means of communication and voicemails are handy for any we miss,...