JenesisClassic – Prior Generations & Policy List

JenesisClassic – Prior Generations & Policy List

Previous policies (generations) can contain useful information for insurance agents. Flip easily through clients’ current and past insurance policies using Jenesis insurance CRM software. This affordable insurance agency management system from jenesissoftware.com is...
JenesisClassic – Clients Last Viewed

JenesisClassic – Clients Last Viewed

We’re happy to introduce you to one of our favorite features of Jenesis Classic, the Clients Last Viewed list. Jenesis insurance software for agents is full of quick and easy options to make insurance agents’ days run more smoothly. The list of most recently viewed...
JenesisClassic – Progressive Download Setup

JenesisClassic – Progressive Download Setup

Have you been wondering how to request downloads from Progressive? This quick video provides instructions on agent master codes, agency codes, pins, and other details you’ll need to gather, plus the websites to visit and the phone numbers to call in order to request a...
JLink Notes in JenesisClassic

JLink Notes in JenesisClassic

J-Links are an excellent feature, but now they’re more admin-friendly! Using the new J-Link notes column, administrative staff can easily communicate about errors with non-working J-Links & problems logging in.   JenesisClassic J-Link Notes Beginning from the...
JenesisNow Dashboard Configuration

JenesisNow Dashboard Configuration

Have you been wondering how to customize your dashboard in JenesisNow? Here are instructions to adjust the layout, add options, and even reveal the names of the icons.   JenesisNow Dashboard Configuration Notice the blue and white boxes that make up your dashboard...