It’s easy. Simply go to the Jenesis Main Screen and click on Utilities, then Company Setup.
• Enter Basic Information.
Complete all basic information fields such as Company Name, Address, etc.  Be sure to complete Parent Company and list NAIC code if applicable
• Enter Down Payment Information for Quote Control.
There is a down payment percentage field for auto where you enter your default down payment percentage with a decimal point so that 20% would be .20 for example. There is also down payment percentage fields where you enter the percentage using a normal format where 20% would be 20% for example. You have the choice of entering the down payment percentage for new six month policies, renewal six month policies, new twelve month policies and renewal twelve month policies. 
• Enter Commission Amounts for Production Commission Reports.
You can enter a commission percentage using a decimal point before where 10% would be .10 for example. You can enter a percentage for auto, home and commercial. This percentage is used in calculating total commissions on reports found off the Jenesis Main Screen under Reports then Production Reports. 
• Choose Remittance Method.
This is where you choose the method of remittance for this company. You can either choose “Check” if you normally print a check to mail for premiums you collect on behalf of the company or “Draft” if this company drafts the money from your account.

Go to the Jenesis Main Screen and click on Utilities, then User Setup
• Show Notes First
Turning this feature on will display the notes screen each time you go into a client’s main screen.
• Additional Premium Notice
Turning this feature on will display the Additional Premium message box each time you enter a policy screen where an additional premium is due. 
• Backup Prompt
You can choose to have Jenesis remind you to backup your data in your local C:\Jenesis\Backup directory.
• Login Password (recommended)
This is where you choose to require a password to log into Jenesis using your name. 
• Receipt Password (recommended)
This is where you choose if you want Jenesis to require a password to process a receipt.
• Receipt Editing/Voiding
This security right can only be set by a System Administrator. This will allow the user to void and edit receipts.
• Accounting Access
Accounting access is secure and is controlled by the System Administrator. This allows the user to access the Jenesis accounting module called J-Books. 
• Account Locking
Account locking access is secure and is controlled by the System Administrator. This allows the user to lock a client account. An example of why an account would be locked would be to prevent another user from taking a receipt on an insured who had an outstanding bad check with the agency.
• System Administrator
By clicking System Administrator, the user has access to all controls and functions of the Jenesis System.
• Disable Add Client Button
This security right can only be assigned by a System Administrator. If checked, this will not allow this user to click the Add Client button on the Jenesis Main Screen. This could be used to force the user to add a client using Quote Control.
• Absence Tracking
This can only be accessed by a System Administrator. This is where management can keep track of a users work absence.
• Suspense Options
The user can view future suspense or all suspense’s.
• Notes
Only a System Administrator can view User Notes. This can be used by management to make notes concerning a user regarding work performance.