Questions and Answers
Frequently Asked Questions: JenesisClassic
This video tutorial will teach you how to navigate and effectively use the Quote Control section to convert potential clients to customers in JenesisClassic.
JenesisClassic – Quote Control
Quote control is a method for tracking policies within your system. Quotes and policies are considered to be two different entities inside Jenesis, and should be tracked separately so you can easily pull up a quote or a policy for reference.
Tracking quotes can also help you leverage Jenesis’ built-in functions to generate leads automatically through an email campaign or analysis of one or more of the 36 available reports.
One of the best reports for tracking quotes is the Quote Versus Written Ration Per Producer.
From your Dashboard, notice the Pending Quotes section. You can set up filters using the drop-down arrows and headings to customize which quotes display within this card. Adjust by the user, date, and the type of quote.
The Total Premium value below the Quote card reflects the total premium per status.
Right-click within the Pending quote card, and notice an options menu appears where you can add new, filter, delete, and review, among other options.
When you begin working with a new lead, you want to make sure this person is not already in your system. You can use the “Find Stored Quotes” option from the right-clicked menu inside the quote card or you can hit Ctrl + Q to bring up the search box.
Type the new lead’s information into the boxes and if Jenesis finds a match, the names will be displayed under the Quote Control header. If that lead is in the system as a client, their name will appear under the Current Client List section.
Wherever you find their name, either use the existing quote to update their information and fill in gaps or use their current account to create a new quote that may potentially be added to the policy. Both of these options transfer existing client information to the new policy quote.
Complete as much information as possible, gathering all contact information, vehicle or housing information, and policy needs detail from your client. Notice the email and text buttons – if you have this information updated, this is great for communicating with your client moving forward.
Use the status field to tell Jenesis what stage of the quote you’re in with this client. Once all information is gathered, use the options in the Quote Menu at the top. Some options are imports and others are exports.
As you receive rate quotes from carriers, store them in the stored rates section. The best rate is automatically sorted to the top. Keep track of unique differences between policies in the notes section. Double click on the quote line to add additional information, such as the quote URL to the line.
To select the best quote and create a policy, highlight the desired line, click the Import Stored Rate button, and decide if you want payment information imported.
Now, the policy detail will populate on the right side of your Quote Control screen for that customer. Enter any fees your agency charges, and when you’re ready to turn this lead into a policy, click the Export to Jenesis button in the bottom left.
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 your clients is important because you can use this data from reports and use it toward marketing in the future.
To set up the sources that will be listed in the drop-down boxes, navigate to Utilities in the menu at the top of your screen, and select Customer Source List from the expanded menu.
Under the “Select Source to be Transferred or Deleted” window, you can see where all of your business is coming from and you have the option to Add, Delete, or Transfer these Source titles.
From within Agency Setup (also listed under Utilities from the menu across the top of the screen), select the preferences tab. Find the checkbox next to Require Source.
Checking this checkbox will require each of your users to note a source prior to exiting a policy or a quote.
From Quote Control, next to the Source drop-down menu, notice the small box with 3 dots. Clicking that box/button will also open the “Select Source to be Transferred or Deleted” window where you can Add sources.
Welcome to the tour of the Jenesis Client Portal!
Accessible by clients at yourinsuranceportal.com with assigned credentials.
Upon sign-in, they’ll be automatically directed to the dashboard.
The menu on the left allows them to access their account information, your agency contact information, and an option to exit and log out.
The tab options include Information, Policies, Payment History, ID Card(s), and Certificate of Insurance.
The Information tab displays first and second insured information, including email addresses and phone numbers.
From the Policies tab, your insured can see any policies they have with your agency. The default view includes active policies, but the client can use the sort and filter options at the top and the Status indicator at the bottom to view any past or present policies they’ve had with your agency.
They can also navigate into a policy to view details, rates, renewal dates, and their payment history.
On the right, notice a Make a Payment button and a Make a Claim button. Inside Jenesis, you can create links and connect these buttons to the correct web pages, based on the client’s insurance carrier, so that the client has easy access to conduct business.
From the Payment History tab, the client can view their payment history, as reflected by the receipting feature in Jenesis. To display accurate payment history in this portal for your client, ensure the receipt records are up to date in Jenesis. Notice the purple button on the right, where the client can View or Print a receipt for their recent payments.
The ID Card tab allows your customers to generate an ID card for their vehicle policies by selecting the policy and vehicle for which they want an ID card. They’ll be presented the option to view (in a new tab) or email the ID cards.
The Certificate of Insurance tab is where a customer can pull their certificate of insurance. This tab pulls from certificates that have already been generated in Jenesis for this customer’s policies. By choosing the certificate holder, they can opt to view or email the certificate, same as the ID cards.
You customers also have the option to add a new certificate holder from within the Certificate of Insurance tab, which will also reflect in the certificate holder section in Jenesis.
How to use the Policy Type Tool in JenesisClassic.
If you’re doing a conversion from JenesisClassic to JenesisNow, it’s important to note that your policy types match up prior to the final conversion.
You’re going to have personal lines and commercial lines (it’s going to look the same for both.)
Go into Personal Lines. It’s going to pull up a list of all the policy types that you have in your system. If it’s matched up already, you just want to verify that those are correct.
Then you are going to match up the ones that are not already matched.
If it’s blank or you aren’t sure about the name, you have to go in manually to fix those.
Select the Recommended Policy Type that each item in the Current Policy Type list matches with.
Once you’re finished, you’ll hit the Update and Close button.
The best way to figure out how to label those that are blank or interestingly named is by navigating into the Reports tab at the top and selecting Production. Pull up a production report by Policy Type, and then choose All under your date range, then click the View button. Notice there’s one that doesn’t have a policy type.
If any are displayed without a policy type, assign a policy type.
Now we look at the commercial lines, then match the policy type (Using the same method & process as displayed for personal lines).
If you find blanks or any that you can’t assign, view those policies by navigating into Reports (tab at the top) under Production and the Commercial Lines tab. Select “Production Report by Policy Type,” change the date range to All, and select View.
This report is the fastest way to identify policies missing a Line of Business title, displaying Do Not Use, and other names you couldn’t match to a Policy Type.
Navigate into the first policy missing the policy type. The trick is to look at the Policy Type displayed in the Policy General Section near the Policy Term dates; In the example, there are 11 items. Use the navigation arrows at the bottom of the screen to flip through the policy terms until you see the Policy Type display blank. Then you are going to add the correct policy type label – in this case, “Commercial Umbrella”. Keep clicking through the terms of each of the “blank” policies and fill them all in until you have no blank policy types remaining.
To double-check, go back to the report and match up the policy types.
Now that you know how to use the tool, you want to use it before we grab a copy of your data for the transition to JenesisNow.
Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses!
JenesisClassic – Filtering Suspenses
Changes have been made to the suspense tab on the client main screen.
In the suspense tab on the client main screen, suspenses can be filtered to display All, Completed, or Incomplete using the Filter By Status dropdown box below the list. You may also search your filtered suspenses by a keyword by typing into the Filter Suspense Description search bar.
Now when you navigate into a client’s file, the incomplete suspenses are automatically displayed, but you may view them all and search through them when needed.
Introducing the option to rename the Suspense box in JenesisClassic – one way Jenesis is making your life easier.
Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this simple rename feature has been highly requested. We’re so happy to announce that this affordable insurance agency management system from jenesissoftware.com just got better!
This video tutorial teaches you how to rename the Suspense box title and make it easier for you to understand and use the JenesisClassic system.
JenesisClassic – Customize Suspense Box
In the center of your Jenesis Classic dashboard screen, the main box that houses your to-do list or action items is entitled Suspense.
These actions are pending, in process, need attention, or require your follow up today. However, if you weren’t trained using the term “suspense” for these items, this might be confusing.
You can now easily change the Suspense box title to any other term you like, making it easier for you to track and take action on your pending tasks.
Check out this other helpful Suspense tip in JenesisClassic: https://youtu.be/xf2OY7WJ6wU
JenesisClassic – Tabs Feature
JenesisClassic windows now open as tabs instead of maintaining all navigation inside one window.
Now you can navigate from the Dashboard window into a customer profile and into a customer policy, all without having to click back or navigate away from your original dashboard window.
Each navigation selection opens a new tab at the top of your screen, so you can quickly move between tabs to perform tasks and never lose track of where you began.
Close the tabs at the top when you’re complete with that task and return to your Dashboard window. This reduces the time between addressing an interruption and getting back on task.