by Phil Price | Jun 23, 2022
How to track and view absences in JenesisClassic. JenesisClassic – Absence Tracking The first step is to determine how much time off each user will be allotted. This is accomplished via the user’s profile and settings. To adjust your account settings, go...
by Phil Price | Jan 25, 2022
JenesisNow has new reports on marketing campaigns available! JenesisNow – Marketing Campaign Report There is a new Marketing Campaign Report in JenesisNow. To navigate to the automatic email and text marketing campaigns in JenesisNow: Click Agency from...
by Phil Price | Jan 25, 2022
How to track productivity in JenesisNow. JenesisNow – Using Productivity Reports How to track productivity in your JenesisNow system using the transaction log report. First, we’re going to explore the Time Clock report. Begin by going to the clock icon...
by Jenesis Software | Oct 19, 2021
Why should you require a source on every quote/policy? and How to set up source tracking. JenesisClassic – Manage And Track Your Sources Sources can be found in Quote Control, on the Client Main Screen, and inside your Policy View. Having a source for...
by Phil Price | Jul 13, 2020
It’s no surprise you want to know how to generate reports in JenesisNow. Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable insurance agency management system from...
