Author name: Tim Caviness

You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System.  […]

Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter

Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client

Ivans and Jenesis are the perfect combination to help you connect with your carriers.  Jenesis features an Ivans button in

Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System.  Along with all the amazing

Jenesis Agency Management System gives you fields to track why clients purchased and why clients left. Step 1:  Access the

Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps Step 1:

Reviewing Receipts in Jenesis is easy. You can review them from the Client Level or the Policy Level. Step 1:

That’s right. We have a great way to generate thank you letters for people who renew their policies with you.

Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager.   Not only

In Jenesis Version 17.9.0 and higher your agency management system allows you to process downloads by Location. Step 1:  From

Jenesis Agency Management System gives you an easy way to create and modify agency procedures.   You can even create