How do I Generate Reports in JenesisNow?

by | Jul 13, 2020

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?

by | Nov 22, 2017

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?

by | Nov 1, 2017

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...

How can I export a production report to excel?

by | Aug 4, 2017

Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel. Step 1:  From the Main Screen select Reports and Production Step 2:  Place a check mark next to the Report you want to export Step 3:  Click Export...

How do I pull Full Coverage and Liability Auto Reports?

by | May 18, 2017

Jenesis gives you the ease of viewing Full Coverage and Liability Reports either in Summary, Company or User views.  To pull a report follow these easy instructions. From the Jenesis Main Screen Click Reports and Production Choose the Auto Tab Place a check mark in...