Paid in Full Renewal Report

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...

J-Linking from Quote Control

Jenesis Agency Management System lets you link to carriers even from the Quote Control Screens. This saves time, improves efficiency and helps you optimize your information. To Link: Step 1:  Open or Add your Quote Step 2:  Click Company Suggestions Step 3:  Highlight...

Searching by Vehicle Identification Number (VIN)

Jenesis Agency Management System lets your search for your insurance clients in a number of ways including by Vehicle Identification Number (VIN). Step 1:  Open Jenesis to Main Screen Step 2:  Find the Advanced Search and Choose Vehicle VIN Step 3:  Enter your...

Close and Suspense from Notes

Jenesis Agency Management System is designed to help you organize you task items through our handy Suspense Feature. You can also create Suspenses when you enter notes. Check out the video to learn more. Step 1:  Open the Client or Policy you need to make a note on...

Track Credit Card Information

Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how. Step 1:  Access your client profile or policy Step 2:  Click the Credit Card Info Button Step 3: ...

Track Quote Status from the Main Client Level

Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well. Step 1:  Hit Add Client Step 2:  Enter your basic Quote Information Step 3:  Select Quote as you Status Step 4:  Click Add Policy and enter...

Linking to Finance Companies

Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company. Step 1:  Add the Finance Company in Company Setup Step 2:  Go to J-Links and Add the Finance Company Step 3:  Go to...

Tracking Claims

Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the details that matter when you need information quickly for your clients. We help make your service exceptional. To Track a Claim Step...

J-Link to Heritage Insurance

Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible. To Set Up the J-Link Step 1:  From the Main Screen select Utilities and Company Setup...

Prospects by Source Report

Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working...

Searching by Phone Number

Jenesis Agency Management System lets your search for your clients through a number of quick and easy ways including the phone number. Whether its a cell phone, work phone, home phone or any other just type the phone number in the field and any profile with that...

Creating and Emailing Favorite Reports

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...

Processing Downloads by Location

Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter and choose the one you want to work with. Its that simple. To Process Downloads Step 1:  From the Main Screen click Upload/Download...

View Memo’s as PDF’s and Save to Images

Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client or the policy level.  We also give you the ability to email, text, save to images and view as PDF.  These options give you flexibility to...

Ivans Exchange and Ivans Market Appetite

Ivans and Jenesis are the perfect combination to help you connect with your carriers.  Jenesis features an Ivans button in our ribbon that allows you to connect easily. For information on how to use Exchange and Market Apetite check out these...

Marketing to Previous Customers

Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System.  Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects.  And why not? Setting them up...

Track why clients purchase from you and why clients leave

Jenesis Agency Management System gives you fields to track why clients purchased and why clients left. Step 1:  Access the policy Step 2:  Find the "Why Purchased" field and enter your information Step 3:  To track "Why Left" select the policy Step 4 :  Put in your...

Exporting Policy Information back to Quote Control

Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps Step 1: Access the Client Step 2: Double click on the Policy Step 3: Click Quote Control Step 4: Click Yes to Import the Policy information Step 5:...

Reviewing Receipts

Reviewing Receipts in Jenesis is easy. You can review them from the Client Level or the Policy Level. Step 1: Search for the Client Step 2: Click the Review Receipts button at the bottom of the screen. Step 3: You can also edit and view receipts by double clicking the...

Renewal Thank You Letter

That's right. We have a great way to generate thank you letters for people who renew their policies with you. Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers. Step 1: Go to...

Habit 1: Be Proactive by Jill Hasty

I was given an assignment for work to read a chapter from the book "The 7 Habits of Highly Effective People" and reflect on my chosen chapter via writing a blog. I chose habit 1, Be Proactive. So, here I am writing this blog the day before it's due. How is that for...

Merge Duplicate Clients Tool

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...

Processing Downloads by Location

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...

Create and Modify Agency Procedures

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...

Be Proactive by Jenna Price

Being in a sales role for an insurance software company, some days are very draining. People can be rude and let's face it, I am tenderhearted. We all know that most of the time you can't choose your circumstances, but you always have the power of choosing the way you...

Exporting Production Reports to Excel

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...

Reports – Client Referrals and Quote Referrals

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...

Copying Acord Forms

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...

Acord 152

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...

Reports – Percentage of Premium

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...

Using the Alt Key in Jenesis

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...

Filtering by Policy Status

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...

Adding Invoice Footers

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...

Searching your Suspenses

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...

Erie J-Link

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...

Filtering Quote Control

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...

Why Agencies Should Use a Hosted Agency Management System

If you are an independent insurance agent, you are probably familiar with the term Agency Management System or CRM. Today, most agencies are using a management system to help manage their day to day activity within the office, but there are some of you who have yet to...

Why Visits are So Important for Agency Sales & Marketing

As a sales and marketing representative for a software company that markets to independent insurance agencies, it's easy for me to know who I should be visiting (insurance agents) and why that's so important (build rapport with current customers and introduce my...

Why I Love Trade Shows and Why You Should Too

As an Independent Insurance Agent, I am almost positive you have heard the term "Trade Show" or "Convention". This is referring to a large gathering of Insurance Companies, Agency Management Systems, Brokers, and Independent Insurance Agents all looking to gain more...

Saving the Statement of no other Drivers to Images

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 Lines – Sending to Multiple Certificate Holders

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...

Full Coverage and Liability Auto Reports

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...

What You Should Do for Your Best Customers

Your Best Insurance Customers may deserve the red carpet treatment so it may be time to come up with a plan. This is important because good customers are the ones you want to stay with you and they know other good potential customers.   How do you identify who...

Success in Your Insurance Agency: Hiring the Best People

Hiring the best people is the goal in any business. We cannot always prevent a bad hire, but we can take steps to minimize it.  I am not perfect at hiring and have had my share of success stories and lessons learned.  I want to share with you what we do at Jenesis...

Why Customers Don’t Buy Insurance From You

Why People 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...

Acord 36 (Agent/Broker Record of Change) is Pre-filled

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...

Commercial Lines Proposal Feature

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...

Preview Marketing Emails

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 allow...

Emailing Insurance Receipts

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...

Reviewing Commercial Endorsements

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...

Customizing your Main Screen New Business Options

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...

Automatic Text Message Campaign

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...

Cloning Users in Jenesis

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...

Adding Payee Addresses in JBooks

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...

All Active Accounts/Highest Premium Report

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...

Jenesis Acord Library

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...

Customize your Main Screen – Version 17.3.0

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...

Advanced Search Options – Credit Card

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...

Copy and Paste VIN Numbers

Jenesis Insurance Agency Management system allows you to copy and paste in a variety of areas including the VIN fields. All you need to do is right click and a box will pop up and allow you to Undo, Cut, Copy and Paste.  Jenesis also makes a note in certain...

Acord 28- Commercial Evidence of Property

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...

Suspense Filters

We have added the ability to filter Suspenses on the Jenesis Main Screen by user and by suspense due date and completed...

Exporting Invoices from Jenesis to QuickBooks

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...

Quote Control Letter Improvements

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...

Searching by Business Name

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...

Bank Account Reconciliation Feature

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...

Viewing Suspenses from the Policy Level

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...

Direct Mail Only if No Email

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...

Emailing Attachments

Agents can now attach an image to the Jenesis email feature from outside of Jenesis and not only those images in the Jenesis image...

Drip Email Marketing Campaign Report

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...

Acord 25 Certificate of Insurance Other Coverage

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...

How to Apply an Invoice Payment

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...

Changing the Garage Address

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...

Searching J-Books

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...

Repeating Suspenses

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...

Faster Jenesis Sign-In

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...

Open Suspense Management

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...

Direct Mail and Email Campaign Sample Content

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...

Manage Renewal Premium Differences

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...

Independent Insurance Agents have Choices

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...

Commercial Acord Forms

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...