by Jenesis Software | Oct 19, 2021
This video tutorial will teach you how to navigate and effectively use the Quote Control section to convert potential clients to customers in JenesisClassic. JenesisClassic – Quote Control Quote control is a method for tracking policies within your...
by Phil Price | Jan 8, 2020
Have you been wanting to create an email blast or an email campaign to specific groups of target clients? Well, Jenesis insurance software for agents now has a list building feature you MUST know about! This affordable insurance agency management system from...
by Tim Caviness | Nov 6, 2017
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...
by Tim Caviness | Oct 17, 2017
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...
by Tim Caviness | Sep 13, 2017
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...
