How do I use Productivity Reports in JenesisNow?
How to track productivity in your JenesisNow system using the transaction log report.
Reporting
How do I Manage and Track Sources in JenesisClassic?
Why you should require a source on every quote/policy and how to set up source tracking.
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
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
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.
How can I export a production report to excel?
Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel. Step
How do I pull Full Coverage and Liability Auto Reports?
Jenesis gives you the ease of viewing Full Coverage and Liability Reports either in Summary, Company or User views. To
How can I pull a report that shows the longest active client or the highest premium clients?
Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been
How do I pull a report for my book of business?
Pulling your book of business is easy. Step 1: Select Reports from the Ribbon at the top of the main
How do I pull a Date of Birth Report?
To pull a Date of Birth Report Step 1: Go to Reports Step 2: Go to Production Step 3: Go
How can I filter payments on the Remittance Report?
Filtering for specific companies on the remittance report is easy. Step 1: Click Reports and Remittance Step 2: Select a
How do I pull a list of Agency Transactions in JenesisClassic?
Sometimes an agency may need to pull a list of transactions performed by the agency or a specific user. Jenesis