How do I Manage and Track Sources in JenesisClassic?

Why should you require a source on every quote/policy? and How to set up source tracking.   JenesisClassic – Manage And Track Your Sources Sources can be found in Quote Control, on the Client Main Screen, and inside your Policy View. Having a source for...

How do I display a Sales Pipeline in JenesisNow?

How to Display Your Sales Pipeline in JenesisNow.   JenesisNow – Adding A Sales Pipeline How to set up your sales pipeline inside JenesisNow, allowing you to follow prospects through until they’re clients. First, from the main screen, click the large plus...

How do I Generate Reports in JenesisNow?

It’s no surprise you want to know how to generate reports in JenesisNow. Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable insurance agency management system from...

Is there a Report to view Renewals that are Paid in Full?

Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full. Step...

How do I create and email Favorite Reports?

You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System.  This helps save time and gets you the critical data you need related to your business. To Save a Report to Favorites: Step 1:  Choose the...