by Phil Price | Sep 2, 2021
This video tutorial will give you a quick overview of the Email Integration feature in JenesisNow. Get a full overview of Company Setup in JenesisNow here: https://youtu.be/l1_LQIwG3x4 JenesisNow – Email Integration To set up your email integration,...
by Phil Price | Jan 4, 2021
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. JenesisClassic – Setting Social Security Number...
by Phil Price | Jul 13, 2020
Our newest feature in JenesisClassic – email integration with Gmail and Outlook is now available. Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this integration feature has been highly...
by Phil Price | Mar 6, 2020
Have you been wondering how to use Tags in JenesisNow? Well, Jenesis insurance software for agents has tags that can be used for quick searches and as indicators of policy detail. This affordable insurance agency management system from jenesissoftware.com is...
by Phil Price | Mar 6, 2020
JenesisNow – How to Merge Clients In this video, you’ll see how easy it is to find duplicate client profiles and merge them. From the main screen, use the search bar at the top to search for a client name and identify potential duplicate accounts or...
