General

There are times when a client may assign Power of Attorney to another individual.  To protect yourself and your agency […]

Jenesis gives you the choice of either printing a separate Fee Consent Form or automatically including it on the receipt.

Jenesis lets you text message and email customers directly from their profile.  But you need to do a few key

Jenesis releases a new version update around every 8 weeks.  Version updates contain fixes and new features. Each time we

Having your electronic signature stored in Jenesis can save you tons of time and eliminate the stress of having to

To set a reminder for a Quote, hit Ctrl-S from the quote screen. In the ‘Suspense To’ field put the

Jenesis lets you customize certain labels in the software. Go to the client profile screen and click on the word

If you need to update your Bank Draft Information for Jenesis Software, just fill out the attached from and fax

Optimizing your display settings can make the screen fit more properly, as well as improve the fonts and just the

To access the user profiles in Jenesis as an Administrator you would hit Ctrl-U on the keyboard . To scroll

Have everyone exit Jenesis Click Update Tools Click Compact and Repair Once Complete Exit and Open Jenesis View Video Here

1. It allows the agent to image all documents into the client’s profile. This keeps all documents at the agents