Introducing one of the best new features in JenesisClassic – the Tabs feature.
Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this feature makes the system even more user friendly. We’re so happy to announce that this affordable insurance agency management system from jenesissoftware.com just got better!
This video tutorial provides a quick overview of the new Tabs feature in your JenesisClassic system.
JenesisClassic – Tabs Feature
JenesisClassic windows now open as tabs instead of maintaining all navigation inside one window.
Now you can navigate from the Dashboard window into a customer profile and into a customer policy, all without having to click back or navigate away from your original dashboard window.
Each navigation selection opens a new tab at the top of your screen, so you can quickly move between tabs to perform tasks and never lose track of where you began.
Close the tabs at the top when you’re complete with that task and return to your Dashboard window. This reduces the time between addressing an interruption and getting back on task.
Check out this other helpful video about Reviewing a Client’s Quotes in JenesisClassic: https://youtu.be/9CUPuixXEfE
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