Can I track Prospects by Source?

Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working...

How do I access Ivans Exchange and Market Appetite?

Ivans and Jenesis are the perfect combination to help you connect with your carriers.  Jenesis features an Ivans button in our ribbon that allows you to connect easily. Step 1:  From the Main Screen click Ivans in the Ribbon Step 2:  Choose Ivans Exchange or Market...

Can I send letters to previous customers?

Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System.  Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects.  And why not? Setting them up...

Can I preview the emails Jenesis sends out?

Insurance Software Solutions –  When setting up your email campaign its easy to preview the emails prior to them being sent.  Follow these easy steps to make it happen Go to Agency Setup from the Jenesis Main Screen Click the Communications Tab Look for the...