by Tim Caviness | Nov 1, 2016
Pulling your book of business is easy. Step 1: Select Reports from the Ribbon at the top of the main screen Step 2: Select Production Step 3: Select the Personal or Commercial lines tab depending on which you need Step 4: Place a check mark next to active policies...
by Tim Caviness | Oct 13, 2016
To pull a Date of Birth Report Step 1: Go to Reports Step 2: Go to Production Step 3: Go to Misc Step 4: Place a check mark in the Date of Birth Report section Step 5: Enter a date range Step 6: Click Preview For instructions watch the video below View Video...
by Tim Caviness | Aug 11, 2016
Filtering for specific companies on the remittance report is easy. Step 1: Click Reports and Remittance Step 2: Select a Date Range and the Locations for your report Step 3: Make sure the box next to Remittance Report is checked Step 5: Click Export to Excel Step 6:...
by Tim Caviness | Aug 1, 2016
Sometimes an agency may need to pull a list of transactions performed by the agency or a specific user. Jenesis offers you this option. To pull it follow these simple steps: 1. From the Main Screen click on Reports 2. Choose Production Reports 3. Under the Misc...
by Tim Caviness | Dec 7, 2015
To find a customer when you can’t remember their name you can use the Production Reports. You access it from the Main Screen in Jenesis. Click on Reports at the top, and choose Production Then choose the Personal Lines Tab Place a check mark in the box next to...
