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 […]
Clients
How do I use Tags in JenesisNow?
https://youtu.be/adqI_rSriRI Have you been wondering how to use Tags in JenesisNow? Well, Jenesis insurance software for agents has tags
How do I merge clients in JenesisNow?
https://www.youtube.com/watch?v=pieqn2Z41Sk To merge to clients, go to the client view screen, make sure both clients appear in the People section,
Are you looking for an easy, efficient way to keep track of email verification?
Are you looking for an easy, efficient way to keep track of email verification? Here, this brief video by Jenesis
How do I see a list of most recently viewed clients?
We’re happy to introduce you to one of our favorite features of Jenesis Classic, the Clients Last Viewed list.
How Do I Add A Client In JenesisNow?
Wondering how to most efficiently add new clients in JenesisNow? By watching this video, you’ll quickly learn how to add
How Do I Use The Client General Tab in JenesisClassic?
If you’ve ever been unsure what the Client General screen is for within the Commercial Lines policy area, this video
Linking Profiles in JenesisClassic
Now you can link two related yet separate policies together, which works well for partners, family members, and couples. JenesisClassic
How do I search by Certificate Holder?
Jenesis Insurance Agency Management System lets you easily search by Certificate Holder allowing you to find your commercial clients quickly
Can I search by home phone as well as the cell phone option?
Yes, on the Jenesis Main Screen, from the Advanced Search drop down options, choose Home Phone then enter the phone
Is there a way to go back a couple weeks and list the clients that were accessed on a certain day?
On the Jenesis main screen, go to Reports and choose Agency Activity Report. Enter a date range and you will