by Tim Caviness | Oct 2, 2017
Ivans Exchange lets you have direct access to your download information Find out quickly what your carriers are sending to your Jenesis Insurance Management System Step 1: Log in to your IVANS Exchange account Step 2: Click the menu to the right and choose Mailbox...
by Tim Caviness | Aug 15, 2017
In Jenesis Version 17.9.0 and higher your agency management system allows you to process downloads by Location. Step 1: From the Main Screen Select Upload Download Step 2: Click Process Download Step 3: Filter for your location View Video...
by Tim Caviness | Mar 13, 2017
To check all of your downloaded transactions you can Step 1: Go to Upload/Download from the main screen Step 2: Click Process Download Step 3: Click view all Downloaded Transactions Step 4: Enter your date range
by Tim Caviness | Dec 1, 2016
Make sure you run these daily. Each file has to be downloaded manually. Step 1: Log in to All State Step 2: Choose Reports Step 3: Click Policy Downloads Step 4: Launch Download Center Step 5: Hit Download (This must be done for each file if you have multiple files to...
by Tim Caviness | Jul 8, 2016
Standard AL3 deployments don’t have download transactions for cancellation pending. Most carriers use the standard transactions – new business, endorsement, cancellation, reinstatement, renewal, and rewrite for their daily, routine downloads. Another transaction is...
