by Tim Caviness | Mar 30, 2017
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...
by Tim Caviness | Mar 24, 2017
Step 1: Make sure you fill in the Homeowner field in each policy Step 2: Pull the Auto without Home Report (Reports/Production/Marketing) Step 3: Create memos or letters for these customers offering them your renters product View Video Here...
by Tim Caviness | Mar 8, 2017
Step 1: Go to utilities and Agency Setup Step 2: Click the communications tab and look for the text message section Step 3: Place a check mark next to the text communication that you want to send Step 4: Add the content for the text message Step 5: Click OK View...
by Tim Caviness | Jul 19, 2016
Hi Guys, Over the years I have gotten numerous questions as to what people should put in the Communications tab when setting up System Letters. Here are some examples. AP Letter According to our records your insurance policy has an additional premium due. If you...
by Tim Caviness | Mar 2, 2016
If you already have a PhoneTree device and you are signed up for the service with Jenesis there are no additional costs associated. You can send unlimited text messages, phone calls and emails to your customers. PhoneTree helps you communicate with your customers,...
