General

Click on the More Options button on the Receipt screen and click on the Email or Text button. Watch the […]

Step 1:  Go to the policy you want to review Step 2:  Click on Endorsement from the top ribbon Step

Step 1:  Access User Setup by clicking Utilities and User Setup or hit Ctrl-U on the keyboard Step 2:  Select

Jenesis allows you to generate emails and direct mail related to specific events for your customers.  To disable notifications please

Pending Quote – You still need to do work on the quote.  IE need to call the customer back to

Adding a Payee Address is easy. Step 1:  Go to Tools and click Jbooks from your main screen Step 2:

You can easily switch some of the areas on the main screen of Jenesis to show customized information.  Switching between

Jenesis Insurance Agency Management system allows you to copy and paste in a variety of areas including the VIN fields.

To change your password inside Jenesis Insurance Agency Management System you must be an administrator or have permissions to make

Jenesis Insurance Agency Management System lets you print or email a certificate holders list for each of your clients.  Its

To make all  your information upper case you just need to hit the Shift and Caps Lock Key at the