by Tim Caviness | Nov 22, 2017
Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full. Step...
by Tim Caviness | Nov 1, 2017
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 | Aug 4, 2017
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...
by Tim Caviness | May 18, 2017
Jenesis gives you the ease of viewing Full Coverage and Liability Reports either in Summary, Company or User views. To pull a report follow these easy instructions. From the Jenesis Main Screen Click Reports and Production Choose the Auto Tab Place a check mark in...
by Tim Caviness | Jan 23, 2017
Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double...
