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,...

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...

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...

Are you using the Suspense Feature in Jenesis?

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...

Adding Clients and Value with Jenesis Coupons

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...