This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow.

Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses!

JenesisClassic is more secure than ever, displaying only the last 4 digits of the clients’ social security number. This video tutorial will show you how to adjust the social security number display feature. https://youtu.be/ywUCuUce3Nw   JenesisClassic - Setting...

Introducing one of the best new features in JenesisClassic – the Tabs feature.

Introducing the option to rename the Suspense box in JenesisClassic – one way Jenesis is making your life easier.

Our newest feature in JenesisClassic – email integration with Gmail and Outlook is now available.

Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable insurance agency management system from jenesissoftware.com is as functional as it is robust.

Need to print a form or certificate in JenesisNow? Learn how to create and print certificates in JenesisNow.

If you’ve been receiving paper renewal documents in the mail, you probably need to know how to renew policies in JenesisNow manually.

Have you been wondering how to Add a policy in JenesisNow?

Have you been wondering how to do Endorsements in JenesisNow?

Have you been wondering how and where you can attach an image or document in JenesisNow?

Have you been wondering how to use Tags in JenesisNow?

Have you been wondering how to merge clients in JenesisNow?

Have you been wondering how to use add an email signature in JenesisNow?

Have you been wondering how to properly set up and use J-Links in JenesisClassic?

How to access Imperial Premium Finance in Jenesis Agency Management system to get a finance quote for your customer.

Have you been wondering how to adjust the color scheme in JenesisClassic?

Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisClassic?

Have you been wondering how to integrate and make the best use of Formstack (formerly InsureSign) in combination with JenesisClassic?

Are you looking for an easy, efficient way to keep track of email verification?

Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisNow?

Have you been wondering how to integrate and make the best use of Sprucebooks in combination with JenesisNow?

Have you been wondering how to integrate and make the best use of Formstack in combination with JenesisNow?

This video tutorial shows you how to view prior policies.

This video tutorial teaches you how navigate from a clients’ policy to the home screen, and back again.

Have you been wondering what options Jenesis provides for storing details of Life and Health policies?

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.

Have you ever wished you could link profiles?

As an example, maybe you have a husband and wife or mom and dad with separate policies and wish you could link these related accounts together. Well, wish no longer… this feature is here!

Have you ever wished you could integrate Gmail with JenesisClassic?

Well, now you can! This quick video shows you how to set up JenesisClassic to pull in your Gmail messages and make your client communication even easier!

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 Client View provides a single location with comprehensive information about your client that’s easy to access and simple to navigate....

Have you ever been frustrated entering the same information over and over to get multiple auto quotes for your clients? JenesisClassic provides a time-saving feature for getting rates from multiple companies for your auto quotes in North Carolina. Using our...

Do you want to know the quickest way to generate a quote for a potential customer? This quick video shows you how to collect the client’s information so that a quote can be generated efficiently. https://www.youtube.com/watch?v=fWA2bB20sRM&feature=youtu.be Getting...

Have you ever needed to know details about a policy quickly, and wished you didn’t have to go all the way into the policy to find them? Tags are your solution! This quick video shows you how to create tags on active policies - the perfect way to increase efficiency by...

Have you thought about using the J-Mail feature in JenesisNow? Do you know what J-Mail is? This quick video provides you a useful overview of J-Mails. Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and...

Have you been wondering how to create customized receipts in Jenesis Classic? Did you know you can provide a message for your customer right on their receipt? This quick video teaches you how to create and edit a customized note on your customers’ receipts. For more...

This tutorial walks you through the steps of showing you how to add, delete, or assign J-Links for Discovery Insurance Company. https://www.youtube.com/watch?v=D6QjWvzWFUk&feature=youtu.be   How to make sure your Jenesis Agency Management system is set up...

Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and commercial clients while building strong relationships with policyholders.   The Best Agencies The best agencies strive to establish a relationship...

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

Let's say you clicked the handy Email button in Jenesis Insurance Agency Management System.  Let's say you attached a document you had saved to your desktop.  Then you hit send email and it's on its way. After the fact, you need to go find that image and view it.  But...

You can now determine the sort order for your payment types. From The Jenesis Main Screen / Dashboard, go to Utilities in the top navigation and choose Payment Types/Fees. Enter a number in the Sort column to determine the order of each payment type. You can use who...

Jenesis Insurance Management System Users can now add custom tabs to the Commercial Lines policy screen to better manage Commercial Lines Insurance Custom Data. These custom tabs will be specific to that policy so there can be completely different custom tabs on other...

The JenesisClassic Insurance Agency Management System's built-in Chat Feature allows agents to instantly chat with their entire team or one-on-one, even with those team members who are not at the same location.

Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full. Step...

Jenesis Agency Management System lets you link to carriers even from the Quote Control Screens. This saves time, improves efficiency and helps you optimize your information. To Link: Step 1:  Open or Add your Quote Step 2:  Click Company Suggestions Step 3:  Highlight...

Jenesis Agency Management System lets your search for your insurance clients in a number of ways including by Vehicle Identification Number (VIN). Step 1:  Open Jenesis to Main Screen Step 2:  Find the Advanced Search and Choose Vehicle VIN Step 3:  Enter your...

Jenesis Agency Management System is designed to help you organize you task items through our handy Suspense Feature. You can also create Suspenses when you enter notes. Check out the video to learn more. Step 1:  Open the Client or Policy you need to make a note on...

Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how. Step 1:  Access your client profile or policy Step 2:  Click the Credit Card Info Button Step 3: ...

Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well. Step 1:  Hit Add Client Step 2:  Enter your basic Quote Information Step 3:  Select Quote as you Status Step 4:  Click Add Policy and enter...

Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company. Step 1:  Add the Finance Company in Company Setup Step 2:  Go to J-Links and Add the Finance Company Step 3:  Go to...

Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the details that matter when you need information quickly for your clients. We help make your service exceptional. To Track a Claim Step...

Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible. To Set Up the J-Link Step 1:  From the Main Screen select Utilities and Company Setup...

Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working...

Jenesis Agency Management System lets your search for your clients through a number of quick and easy ways including the phone number. Whether its a cell phone, work phone, home phone or any other just type the phone number in the field and any profile with that...

You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System.  This helps save time and gets you the critical data you need related to your business. To Save a Report to Favorites: Step 1:  Choose the...

Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter and choose the one you want to work with. Its that simple. To Process Downloads Step 1:  From the Main Screen click Upload/Download...

Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client or the policy level.  We also give you the ability to email, text, save to images and view as PDF.  These options give you flexibility to...

Ivans and Jenesis are the perfect combination to help you connect with your carriers.  Jenesis features an Ivans button in our ribbon that allows you to connect easily. For information on how to use Exchange and Market Apetite check out these videos

Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System.  Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects.  And why not? Setting them up...

Jenesis Agency Management System gives you fields to track why clients purchased and why clients left. Step 1:  Access the policy Step 2:  Find the "Why Purchased" field and enter your information Step 3:  To track "Why Left" select the policy Step 4 :  Put in your...

Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps Step 1: Access the Client Step 2: Double click on the Policy Step 3: Click Quote Control Step 4: Click Yes to Import the Policy information Step 5:...

Reviewing Receipts in Jenesis is easy. You can review them from the Client Level or the Policy Level. Step 1: Search for the Client Step 2: Click the Review Receipts button at the bottom of the screen. Step 3: You can also edit and view receipts by double clicking the...

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...

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...

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

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...

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...

Do you know how well your client referral program is working for you?  Jenesis has added two convenient reports to help you track Client Referrals and Quote Referrals. Step 1:  From the Main Screen select reports Step 2:  Select Production Step 3:  Select Marketing...