Author name: Tim Caviness

Viewing attachments from notes

Features

Let’s say you clicked the handy Email button in Jenesis Insurance Agency Management System.  Let’s say you attached a document […]

Paid in Full Renewal Report

Features

Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal

J-Linking from Quote Control

Features

Jenesis Agency Management System lets you link to carriers even from the Quote Control Screens. This saves time, improves efficiency

Track Credit Card Information

Features

Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store

Tracking Claims

Features

Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the

J-Link to Heritage Insurance

Features

Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information

Prospects by Source Report

Features

Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they

Searching by Phone Number

Features

Jenesis Agency Management System lets your search for your clients through a number of quick and easy ways including the