What are the steps to Integrate Outlook in JenesisClassic?

  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...

How do I use Tags in JenesisNow?

  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...

How do I merge clients in JenesisNow?

  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...