Paid in Full Renewal Report

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

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)

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...