by Tim Caviness | Aug 31, 2017 | Features
That’s right. We have a great way to generate thank you letters for people who renew their policies with you. Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers. Step 1: Go to...
by Tim Caviness | Aug 16, 2017 | Features
Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager. Not only can you merge individual clients through our search option but now you can mass merge client profiles with our Merge Duplicate Clients Tool...
by Tim Caviness | Aug 15, 2017 | Features
In Jenesis Version 17.9.0 and higher your agency management system allows you to process downloads by Location. Step 1: From the Main Screen Select Upload Download Step 2: Click Process Download Step 3: Filter for your location
by Tim Caviness | Aug 15, 2017 | Features
Jenesis Agency Management System gives you an easy way to create and modify agency procedures. You can even create action steps and assign them to specific agents. Step 1: Click Tools and Procedures Step 2: Click the Add New Procedure Button Step 3; Create a...
by Tim Caviness | Aug 4, 2017 | Features
Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel. Step 1: From the Main Screen select Reports and Production Step 2: Place a check mark next to the Report you want to export Step 3: Click Export...
