Policies

Jenesis Agency Management System offers a comprehensive Acord Library that includes Fillable PDF’s and a variety of pre-filled forms. You […]

The Acord 28 Commercial Evidence of Property form can be accessed from the Acord Library. The Acord Library is located

Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the

We have added a View Suspense button to the bottom of both the Personal Lines and Commercial Lines screens to

Jenesis lets you add comments to Notes from the Policy Level To Edit a Note Step 1: Find the Policy

There may be times when you need to delete a policy or generation from Jenesis. There are several ways you

So you go to your clients profile and you know they have policies.  Maybe its an auto or a homeowners

I can’t tell you how many times in the Insurance Biz I have needed to see critical information on a

To move or transfer a policy take the following steps:   Step 1:  Open the policy you want to transfer

This can happen when the policy dates do not match the coverage dates. To verify this on the Jenesis policy

For a binder to print from your insurance management software, it is critical to have the generation of the policy

Binders can be printed for Home or Mobile Home Personal lines policies. To print a Binder Access the policy Select