Adding Payee Addresses in JBooks

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

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...
Searching by Business Name

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...