Author name: Jenesis Software

Have you been wanting to create an email blast or an email campaign to specific groups of target clients?

This video tutorial teaches you how find blank and prefilled Acord Forms from the user Dashboard – easily and quickly.

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 Progressive Insurance product/ policy download.

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.

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.

Wouldn’t you love to send a text or an email automatically from within your agency software?

JenesisNow has this feature, plus the ability to create templates to promote consistent client communication.

Are you a note-taker? Maybe you like to keep a record of certain conversations or things needed for or by your client?

JenesisNow’s Notes option is like having a searchable notepad available per client.

Have you been wishing there was a spot where you could see all your client’s important information at once? JenesisNow’s

Have you ever been frustrated entering the same information over and over to get multiple auto quotes for your clients?

Do you want to know the quickest way to generate a quote for a potential customer? This quick video shows

You have a new carrier & coverage to offer in your agency, but how do you set them up in your JenesisNow system?