How to Create a Custom Receipt Message in Jenesis
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 with...
Track Marketing Dollars with Call Tracking
What is Call Tracking? Call tracking helps track the ROI of your marketing dollars by letting you know which of your marketing efforts are generating leads from phone calls. A good example is calls coming from a website. It’s easy to track form submissions from a...
How Insurance Agents can Win Friends & Influence People
How to get the most out of this, or any book Read each chapter twice before going on to the next chapter. As you read, stop frequently to ask yourself how you can apply each suggestion. Underscore each important idea. Why am I writing this blog To teach is to learn...
How Much Should an Insurance Agency Invest in Advertising and Marketing?
Determining a marketing budget can be frustrating and confusing. Are your marketing dollars being spent in the right areas? How do you know if what you’re doing is working? Are you spending enough? The U.S. Small Business Administration recommends spending 7 to 8...
Viewing attachments from notes
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...
Sharpening Your Saw
Sharpening your Saw - A Habit of Highly Successful People Recently myself and each of my teammates were asked to read a chapter in the the renowned book, 7 Habits of Highly Successful People. My chapter was Sharpening the Saw. It was about how our mental, physical,...
The 7 Habits of Highly Effective Insurance Agents
The 7 Habits of Highly Effective People, by Stephen R. Covey, can apply to the work we do in the insurance business and also here at Jenesis. As you read this summary, you may not learn a single new concept. However, please don't be too quick to dismiss a concept just...
Payment Type Sort Order
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...
Book Review of “How to Become A Rainmaker” for Insurance Agents
This is a book review of How to Become A Rainmaker for Insurance Agents. I hope you enjoy! Always do these things ... Cherish customers at all times. Treat customers as you would your best friend. Listen to customers and decipher their needs. Give customers what they...
The SEO Checklist for Insurance Agencies
There is a lot that goes into optimizing your website for search engines. If you would like an SEO Checklist for Insurance Agencies, I hope this is helpful. Here are a few easy to understand and verify tips that improve SEO and help your website rank well. The tips...
How to add Custom Tabs to the Commercial Policy Screen
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...
Chat Feature available with the JenesisClassic Hosted Version
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...
Boost Your Search Rankings: The 3 Best Ways to Get More Google Reviews
While there are a lot of sites where you can get reviewed, the fact is the majority of search traffic comes from Google. For this reason, it makes more sense for an insurance agency to focus their efforts on Google Reviews before concentrating on Yelp, Yahoo or other...
How to Show & Hide J-Links Passwords
Here is how you can make the J-Link passwords display as ***** or be visible to see what the password actually is. Open User Setup Check the Allow Password Access under Permissions to show or uncheck to...
Paid in Full Renewal Report
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...
J-Linking from Quote Control
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...
Searching by Vehicle Identification Number (VIN)
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...
Close and Suspense from Notes
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...
Track Credit Card Information
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: ...
Track Quote Status from the Main Client Level
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...
Linking to Finance Companies
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...
Tracking Claims
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...
J-Link to Heritage Insurance
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...
Prospects by Source Report
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...
Searching by Phone Number
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...
Creating and Emailing Favorite Reports
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...
Processing Downloads by Location 2
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...
View Memo’s as PDF’s and Save to Images
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 Exchange and Ivans Market Appetite
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
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...
Track why clients purchase from you and why clients leave
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...
Exporting Policy Information back to Quote Control
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
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...
Renewal Thank You Letter
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...
Habit 1: Be Proactive by Jill Hasty
I was given an assignment for work to read a chapter from the book "The 7 Habits of Highly Effective People" and reflect on my chosen chapter via writing a blog. I chose habit 1, Be Proactive. So, here I am writing this blog the day before it's due. How is that for...
Merge Duplicate Clients Tool
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...
Processing Downloads by Location
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...
Create and Modify Agency Procedures
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...
Be Proactive by Jenna Price
Being in a sales role for an insurance software company, some days are very draining. People can be rude and let's face it, I am tenderhearted. We all know that most of the time you can't choose your circumstances, but you always have the power of choosing the way you...
Exporting Production Reports to Excel
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...
Reports – Client Referrals and Quote Referrals
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...
Copying Acord Forms
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...
Acord 152
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...
Reports – Percentage of Premium
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...
Using the Alt Key in Jenesis
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...
Filtering by Policy Status
Jenesis Insurance Management Software just added a great new way to streamline your policy view. Step 1: Choose your client Step 2: Click the dropdown in the filter area. Step 3: Choose the policy status you want to...
Adding Invoice Footers
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...
Searching your Suspenses
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...
Erie J-Link
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...
Filtering Quote Control
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...
Why Agencies Should Use a Hosted Agency Management System
If you are an independent insurance agent, you are probably familiar with the term Agency Management System or CRM. Today, most agencies are using a management system to help manage their day to day activity within the office, but there are some of you who have yet to...
Emailing Multiple Certificate Holders
Yes you can!!! Email Multiple Certificate Holders all with a few key strokes. Check out the video to see how
Why Visits are So Important for Agency Sales & Marketing
As a sales and marketing representative for a software company that markets to independent insurance agencies, it's easy for me to know who I should be visiting (insurance agents) and why that's so important (build rapport with current customers and introduce my...
Why I Love Trade Shows and Why You Should Too
As an Independent Insurance Agent, I am almost positive you have heard the term "Trade Show" or "Convention". This is referring to a large gathering of Insurance Companies, Agency Management Systems, Brokers, and Independent Insurance Agents all looking to gain more...
Saving the Statement of no other Drivers to Images
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 Lines – Sending to Multiple Certificate Holders
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...
Is blogging really that important for growing an Insurance Agency?
When I was first assigned the task to write one blog by next Friday, my first reaction was “Why?!”. I’ve never even considered blogging and was really unsure how to approach it at all. After days of brainstorming for a topic, it hit me. I’m going to write about the...
Full Coverage and Liability Auto Reports
Insurance Sales Tips from Jenesis Software Knowing your business is half the battle. What you do with that information is the other. In the day to day world of P&C you write numerous auto policies. Some are full coverage and some are liability only. Using this...
What You Should Do for Your Best Customers
Your Best Insurance Customers may deserve the red carpet treatment so it may be time to come up with a plan. This is important because good customers are the ones you want to stay with you and they know other good potential customers. How do you identify who they...
Why Should Your Insurance Agency be Texting Your Customers?
As I thought about the intro to our Jenesis Software newsletter this month, I considered what feature of our insurance agency management system I could talk about that I believe is crazy silly to ignore. It took me only a few seconds to decide on the automated text...
Great Customer Service – It’s All About Me
I went to Amazon and searched customer service books and got 15,141 results. I googled “great customer service” and got 743,000,000 results in .26 seconds. We should all have this practice down people. We all know what it feels like to experience great customer...
Jenesis Insurance Agency Management System’s Review of the FISH Book
Insurance Agency Management Systems and Independent Insurance Agencies can learn from Fish! Imagine a workplace where everyone chooses to bring energy, passion and a positive attitude to the job every day. In this engrossing parable, a fictional manager has the...
Success in Your Insurance Agency: Hiring the Best People
Hiring the best people is the goal in any business. We cannot always prevent a bad hire, but we can take steps to minimize it. I am not perfect at hiring and have had my share of success stories and lessons learned. I want to share with you what we do at Jenesis...
Why Customers Don’t Buy Insurance From You
Why Customers 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...
Acord 36 (Agent/Broker Record of Change) is Pre-filled
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...
Email ID Cards, Statements of Coverage, Invoices and Receipts
Jenesis Insurance Agency Management System allows you to email an invoice, statement of coverage, ID card or receipts and use email...
Commercial Lines Proposal Feature
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...
Taking Credit Card Payments in your Insurance Agency Management System – SpruceBooks
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...
Preview Marketing Emails
Jenesis Agency Management System continually looks for Insurance Software Solutions to help you grow your business and save time. We include an email marketing campaign with every version. We also provide easy ways to preview those emails prior to sending them to...
Grow your Insurance Agency – Cross Selling to Renters without Renters Insurance
There are many ways to grow your insurance agency using your insurance agency management system. Cross-selling to a target group is just one of the many ways. Below is a video of how Jenesis Agency Management System can do this for you. Jenesis provides a report that...
Emailing Insurance Receipts
Emailing Insurance Receipts is easy in the Jenesis Insurance Agency Management System! Agents can easily email a receipt without first saving to images by clicking the more options on the receipt. Watch the video below to see how it works. Why This Is Useful Emailing...
Reviewing Commercial Endorsements
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...
Customizing your Main Screen New Business Options
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...
Automatic Text Message Campaign
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...
Cloning Users in Jenesis
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...
5 Reasons any size Agency needs a good Insurance Agency Management System
There are so many reasons why an agency would need a good insurance agency management system, below we dive into the 5 top reasons. 1) Customer Experience: With a couple clicks, you will have all the client policies info, notes, images, company immediately. You will...
Adding Payee Addresses in JBooks
Jenesis Insurance Agency Management System lets you enter a Payee Address directly from the JBooks Feature. All you have to do is click Show Address and you can quickly and easily enter the information. It also reflects in the memo area making sending those payments...
All Active Accounts/Highest Premium Report
Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double...
Jenesis Acord Library
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...
Search for Clients by Certificate Holder
Jenesis Insurance Agency Management System lets you easily search by Certificate Holder allowing you to find your commercial clients quickly and...
Customize your Main Screen – Version 17.3.0
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...
Advanced Search Options – Credit Card
Jenesis Agency Management System offers you easy and convenient ways to manage your clients credit card information, making it easy and simple for them to make payments without them even having to leave the convenience of their home. And now you can even search by...
Copy and Paste VIN Numbers
Jenesis Insurance Agency Management system allows you to copy and paste in a variety of areas including the VIN fields. All you need to do is right click and a box will pop up and allow you to Undo, Cut, Copy and Paste. Jenesis also makes a note in certain...
Print or Email a Certificate Holders List
Jenesis Insurance Agency Management System allows you to print and email a list of Certificate Holders for each client. It's fast, easy and...
Acord 28- Commercial Evidence of Property
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...
Ability to exchange J-Calendar list box with Pending Expiration List
We have added the ability to exchange the J-Calendar list box with a Pending Expiration List....
Suspense Filters
We have added the ability to filter Suspenses on the Jenesis Main Screen by user and by suspense due date and completed...
Ability to Search for Reports
We have added a search option to find reports by a partial name search. This is located on the Product Reports screen....
Exporting Invoices from Jenesis to QuickBooks
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...
Quote Control Letter Improvements
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...
How to Attach Outlook Emails to the Jenesis Hosted Version
Searching by Business Name
Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the Jenesis Main Screen with a search option for business name. Agents are still able to use the Advanced Search for both second insured and for business...
Bank Account Reconciliation Feature
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...
Viewing Suspenses from the Policy Level
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...
Direct Mail Only if No Email
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...
Jenesis Insurance Agency Management System – Moving through Receipts
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...
Jenesis Insurance Agency Management System – Payment Posted to Company Feature
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...
J-Books Accounting Deposit Import – Jenesis Insurance Agency Management Software
Agents can now import the day's deposit into J-Books along with the transaction that will be send to each company.
Emailing Attachments
Agents can now attach an image to the Jenesis email feature from outside of Jenesis and not only those images in the Jenesis image...
Drip Email Marketing Campaign Report
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...