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 an insurance receipt out of the Agency Management System can be useful when taking a payment from a customer by phone. It may also be useful when the customer is in the office because you can offer to email rather than print. This saves paper, time, and is more convenient for the customer. Now they do not have to wait for the receipt and they do not have to keep up with it in paper form.
Want To Learn More?
To learn more about the receipt process in Jenesis, check out the links below.