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...

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...

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...

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...

You can easily create Acord forms in Jenesis Software.  The also store in your Recently Created section allowing you not only a record of everything that has transpired but also easy access.  It gets even better.  You can also copy recently created forms to make quick...

Some of you may be familiar with the Acord 146.  This Acord form is used for Commercial Inland Marine policies. This form has been replaced with the Acord 152.  To access the Acord 152 in Jenesis Open your Commercial Inland Marine Policy Choose Forms Choose Acord...

Check out our Reports Section. Jenesis Software's Production Reports allow you to use your insurance agency management system to track business based on date range, company, line of business and alot more. We have even added a percentage of premium column to give you...

Did you know that you can quickly and easily access certain features by hitting the Alt Key and a specific letter on your keyboard. Here are a few examples Alt-C - Close the screen Alt-E - Enter Notes Alt-V - View Notes Alt-K -  Insta Check Its easy.  Just check the...

There are times when you need to include additional information on you invoice. Maybe you want to tell people who to make checks payable to or other important information. In Version 17.8.0 and higher of Jenesis Insurance Management Software you can create invoice...

Did you know that all of a clients suspenses are tracked on the Client Main Screen in the Jenesis Insurance Management System. Did you know that you can even search those suspenses to save time and find the information you need quickly and easily? Its all true. Step...

In version 17.8.0 and higher you can J-Link easily to any Erie policy. Step 1:  Set up Erie in Company Setup Step 2:  Hit Ctrl-W and create the J-Links.  You will need a link for each user. Step 3:  Find your policy and click the globe Like magic you can access your...

Version 17.8.0 and higher allows you to filter Quote Control on your main screen. You can easily see the quotes of all of your users or just filter for a specific one.  You can also filter by...

Yes you can!!!  Email Multiple Certificate Holders all with a few key strokes. Check out the video to see how

Agency Workflow from Jenesis Software If you write P&C Insurance you will most likely write Auto Insurance during your daily agency workflow.  The statement of no other drivers is a standard form.  You use it over and over again, sometimes daily. Before renewal, when...

Commercial insurance is a great way to service a new insurance industry.  Its also and a key component to growing insurance agencies.  The in's and out's can be different than Property and Casualty lines of business.  Commercial Business often comes with higher...

Why People Don't Buy ... Do you know why the people you have quoted in the past did not purchase insurance from your agency? At Jenesis, we think your Insurance Agency Management System should answer questions like this. How To Know Why ... The Jenesis Insurance...

Jenesis Insurance Agency Management System offers you the ease and convenience of a pre-filled Acord 36 Agent/Broker Record of Change form. Acord 36 is one of many forms you can print, email or fax that is pre-filled in Jenesis Insurance Agency Management System. It's...

Jenesis Insurance Agency Management System customers can easily create commercial proposals from Quote Control send to their prospects.  Its also customized to the particular policy type.  Driver and Vehicle information will reflect for your clients as well as General...

Jenesis Insurance Agency Management System offers you several Credit Card Payment options including Simply Easier Payments and our newest addition of SpruceBooks. This provides multiple insurance software solutions for you and your...

Jenesis Insurance Agency Management system makes doing commercial endsorsements easy. When you complete a commercial endorsement it saves the record in the endorsement review screen. This makes reviewing your business auto endorsements like drivers and vehicles easy...

Jenesis Insurance Agency Management System lets you customize your main screen to include the information you want to see. Our latest addition are some New Business Options that allow you to see policies written today or month to...

Communicating effectively in the insurance business is so important.  Whether its snail mails, emails or text messaging your management system needs to make automatically generating these communications easy. Jenesis allows you to do all these things.  Our latest...

Time Saving Tip Time is money in the insurance business right?  And saving time is critical to maximizing your efficiency.  As an administrator of Insurance Software when you are in the process of on-boarding a new agent every second counts. We take that in to...

Jenesis Agency Management System offers a comprehensive Acord Library that includes Fillable PDF's and a variety of pre-filled forms. You can also easily print, save to images and email them, reducing time and increasing...

Jenesis Insurance Agency Management System lets you easily search by Certificate Holder allowing you to find your commercial clients quickly and...

Customizing your Main Screen in the Jenesis Agency Management system is easy and effective. Choose between your Calendar, Expiration lists and Renewal lists. And don't forget you can still see your Suspenses, J-Mails and Quotes...

The Acord 28 Commercial Evidence of Property form can be accessed from the Acord Library in the Jenesis Agency Management System.   The Acord Library is located off the main screen and on the Commercial Policy level.  Look for it in Version...

We have added the ability to exchange the J-Calendar list box with a Pending Expiration List....

We have added the ability to filter Suspenses on the Jenesis Main Screen by user and by suspense due date and completed...

We have added a search option to find reports by a partial name search. This is located on the Product Reports screen....

We have added the ability to export Invoices from Jenesis into QuickBooks. With the click of a few buttons, you are able to transfer invoices directly to QuickBooks without the need to export and import...

Jenesis Insurance Agency Management Systems has added the ability in Agency Setup on the the Quote Control tab if you click the Edit Letter button, to mail merge the Number of Payments, Total Premium and Down Payment. This will show when clicking the Print Letter...

Added features and reports to the Jenesis Insurance Agency Management System's reconciliation process in our J-Books accounting feature, including the ability to start a reconciliation, leave, and resume at a later time; reverse a reconciliation; and print a...

Jenesis Agency Management System has added a View Suspense button to the bottom of both the Personal Lines and Commercial Lines screens to have the ability to look at open and completed suspenses for a specific...

Added a new check box to Communication Advanced Options form, Email if Possible, which will send email only and will not send a paper document even if checked. Added a new check box to the Client Activity form which will disable all client...

When double clicking on a receipt form the Review Receipt list,  Receipt screen now opens to the specific receipt selected but have all the other receipts for that policy available to move backwards and forwards through each...

We have added a Payment Posted at Company check box to the receipt screen and the remittance report. This will allow agents to have a check list work flow to ensure all the payments they take from customers get submitted to every...

Agents can now import the day's deposit into J-Books along with the transaction that will be send to each company.

Agents can now attach an image to the Jenesis email feature from outside of Jenesis and not only those images in the Jenesis image...

We moved the Email Drip Email Campaign report from the Communications tab of Agency Setup to the Marketing tab of Production Reports. This will allow for a date range. We have also enabled the report with the ability to delete an email entry which will reset the...

When creating an Acord 25, the Certificate of Insurance, you can now easily select an address other than the one that defaults from the Client Main Screen, from the Commercial Lines, Client General tab, Premises...

We have added the ability to enter a coverage description and limit on the "other" section of the Acord 25 (Certificate of Insurance) for the GL and Umbrella sections when creating a new certificate.. The other sections already had this...

When changing the name of a policy type on the Policy Type Screen, Jenesis will now automatically update every occurrence of the old policy type to the new policy type. For example, if you currently are using Homeowners as a policy type but you prefer to change it to...

We have added the ability to apply an invoice payment for a customer directly from the Invoice Report screen. 1. From the Jenesis Main Screen, go to Reports at the top then choose Invoice Report to the far right of your screen. You will now see an area labeled Apply...

From Policy screen when selecting Endorsement, Mailing address change, we have now added a Change Garaging Address check box. Upon saving the endorsement the change will not only update the mailing address on the client profile but also the garaging address on the...

We have added a search box to the reconcile form. The checks form can be searched by payee and check number. Simply start typing in the search box and the checks form will automatically filter. Press the clear button to clear out the search...