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best agency management system

Frequently Asked Questions on Jenesis: The Best Agency Management System

Images (8)

 

JenesisNow – Imaging

Jenesis Now has several options for you to attach media, whether that be logos, certificates, policy documentation, photos, licenses, or contracts.

Using the black, vertical ribbon alongside the left of your Main screen, logos, documents, and photos for the Agency can be attached using the AGY Icon in the Agency – My Agency menu option. If you have licenses or other documentation regarding staff or users, you can add those in the USRS Icon – Users Profile section. Contracts, photos, and other documentation from or for the companies through which you insure can be added in the COMP Icon – Companies section.

Images or documents related to clients or their policies can be added in the Client Policy section.

To attach images or documents to a client’s policy: Beginning from the Client View screen, navigate into the client’s policy. Scroll down until you see the Media/ Files box along the right side of the screen and select the plus sign.

A Media window will appear where you can drag and drop, select a file to upload, or choose scanning options.

An example of each of these methods is demonstrated in this video.

From this window, you can name and save the scanned images as a pdf.

Don’t forget to use tags to create searchable terms for these attached images.

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Any model will do really. Brother and Lexmark are both ones we use in our offices and highly recommend. Make sure that the scanner you choose is Twain Driver compatible.  Like with anything, the more you spend on it the better it usually performs.

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Not really. A work around would be to print the pages you want to email, scan them back in, then mail the new one.

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There will be a time in your agency where you have to change scanners.  It could be because you just like the most updated technology or it could be that the equipment fails and you are forced.  Either way you will need to update Jenesis to use the new equipment.  Let me tell you how.

Step 1: Go to either the Client Profile Screen or the Policy Screen

Step 2:  Click Images

Step 3:  Click Select Source

Step 4:  Choose the scanner you want from the list

*You may see two versions of the same scanner.  You should generally pick the one labeled TWAIN.  But if that doesn’t work try the other.

 

Click below for video help

View Video Here

 

 

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To email an ID card from Jenesis

Step 1:  Open the clients profile and go to the appropriate policy

Step 2:  Click Drivers

Step 3:  Choose Print and Click on ID Cards

Step 4:  Select Save to Images

Step 5:  Choose a Category (You can add categories by double clicking on the Category field)

Step 6:  Highlight the Image you want to send

Step 7:  Choose Email and verify the email address you want to send to

Step 8:  Click Send and your ID cards are on the way.

Jenesis also makes a note in the customers account any time you Email or J-Mail from the system.  This helps you accurately track all transactions and protects you in E&O situations.

 

Watch the video for detailed instruction

View Video Here

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Emailing saved images is so easy.

Anywhere you see the option to save to images just say yes and then you can hit the email button to send it directly from the imaging screen.  Don’t forget you can also do this with any scanned or imported images too.

Check out the video to see how

View Video Here

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To Batch Scan follow these easy steps

Step 1:  Click Tools from the Main Screen and select Jimages

Step 2:  Scan in each document

Step 3:  Select the document you want to work with and hit Transfer Image

Step 4:  Choose the client or policy to transfer the image too

Time Saving Tools from us to you.

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The answer is yes you can

Step 1:  Pull up the client you want to view an attachment for

Step 2:  Click view notes

Step 3:  Copy the filepath for the attachment

Step 4:  Paste it in View Attachments at the top of the screen.

 

View Video Here

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Policies (33)

Have you been wondering where to enter the pertinent details of a new Life, Health, Dental, or Group Policy for your clients?

This quick tutorial shows how to enter a new life or health insurance policy in Jenesis Classic.
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Beginning from the Client Main Screen, select the Life/Health tab toward the center of the screen.

Click the Add Policy button toward the bottom left of that box. A Policy screen will open, which is where you’ll enter the following information:

Location
Company through which you’re writing the policy
Policy number
Line & Type of business
Premium and the Term
Producer information
Coverage information

  • Notice the boxes toward the top right of this policy screen. These are available for custom information related to health or life policies that were done mid-term.

To enter Coverage information, select the “Coverages” button. In this new window, you may enter details about the life and health policy including:

Policy number
Group number
Medicare supplemental number
Plan name (use the drop down if necessary)
Effective & Expiration dates
Deductibles
Coverage amounts
Premium & Payment terms – the program will calculate your monthly payment
Co-Pays
Vision

If entering a Life Insurance Policy, enter beneficiary details.

With a Health Policy, navigate to the Dependents tab, where the children’s’ and spousal information, plus any comments should be entered.

If you’re working on a Group Policy, select the Group tab at the top. Within this window, select which types of coverage are included in this policy. You may enter the rates, commission, employee, employee spouse, etc.

If adding a dental plan, you may enter whether it includes orthodontics and the coverage values for preventative, basic, and major services.

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Have you ever wished you could save screenshots of pertinent details for a customer or policy inside JenesisClassic?

Well, J-Capture is your dream come true!

This video tutorial teaches you how to setup and use J-Capture, which will allow screenshots to be saved within the policy details for your clients.

Prior to using J-Capture:

1) Setup the Company List and J-Links correctly by navigating to Utilities. Select the Company Setup tab at the top and a “Company List” box will pop up.

For each Insurance Company listed, ensure that the website address is correct and complete in the Company Setup box.

2) Ensure all J-Links are working. Verify usernames and passwords are complete, web addresses are correct, and that all have been tested and confirmed working.

To use J-Capture:

From the Client Main Screen, select the policy for which you’d like to use J-Capture. The Policy screen will open. Select the J-Capture button in the center of the page.

The J-Capture screen will pop-up and you’ll be prompted to log in. Your credentials have been copied (in the blue box at the bottom of the window) so that they are easily accessible.

Once logged in, navigate to the screen you want to J-Capture. Click the “Save Page to Images” button at the bottom left of the screen. Select a category that accurately describes the screen captured from the dropdown box, provide an insightful description, and then click the “Save to Images” button. Once finished, select the Close button at the bottom left corner of the window.

To view your J-Captured images:

From the Policy window in Jenesis Classic, click the “Policy Images” button from the blue bar along the bottom of the screen. A J-Capture pop-up will appear in which the images are listed. Double click on the file name to view it.

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Have you been wondering what options Jenesis provides for storing details of Life and Health policies?

This tutorial video shows you how and where to store detailed policy information for your customers, group policies, and even employee information pertaining to Dental, Health, and Life Insurance policies.

This affordable insurance agency management system from jenesissoftware.com is your dream come true for managing and storing detailed policy information for Life and Health Insurance.

Jenesis Classic – Life and Health Demo

Begin by signing in with your username, location, and password. You’ll arrive at the Jenesis Main Screen in your user Dashboard.

Select a client profile and select the Life/Health tab in the center of your screen. Notice in the example there are policies listed for Major Medical, Life, and Health. Dental policies may also be listed here. Within each category, the options are similar per policy type.

Double click on Health policy line to open the the health policy details. Notice the Company and Carrier information is located at the top, left of the policy page, Line of Business and premium details are in the center toward the top, and term and policy expiration details are at the top, right.

Bonus Tip:
The date range in the term box is customizable if you don’t have a 6 month or 12 month term.

Click the Coverages button to navigate into further details about the policy. Notice the tabs labeled General, Dependents, and Group on this screen.

The General tab contains general policy information such as the policy and group numbers, the deductible, plan maxes, co-pays, co-insurance, and details about the named insured like age, smoker status, and beneficiary.

If you need to add a plan name beyond the typical Dental, Health, and Life options, you can select the little blue box to the right of the “Plan Name” and add as needed.

Select the Dependents tab at the top to see the names, relationships, and other details about dependents listed on the policy.

Select the Group tab at the top to view Group Health Policy details and employees listed on that plan.

To dig deeper into an employee’s information through the Group Health tab, double click on the Details link listed next to the employee’s name. This is where you may view the employee’s coverage information and any dependents listed on the policy.

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Previous policies (generations) can contain useful information for insurance agents.

Flip easily through clients’ current and past insurance policies using Jenesis insurance CRM software. This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial shows you how to view prior policies – easily and quickly.

JenesisClassic – Prior Generations & Policy List

Beginning at the Jenesis Main Screen, navigate into a client’s policy. Notice the top right-hand corner of the screen inside a policy displays information about the renewal, including term, expiration date, etc.

In the grey bar at the bottom of your screen, a number and a few arrows are displayed. In this example, it shows 4 of 4. This means we’re currently viewing the 4th of 4 policies. In other words, there have been 3 prior policies.
To view any of those prior policies, click the small grey arrow next to the display that shows 4 of 4 in the grey bar at the bottom of the screen.

The prior policy will be displayed. You’ll see that the bullet is selected /marked prior generation.

Another way to view prior generations is to select the button “Policy List”, which is located in the Client Main Screen below their list of policies. Once you select the policy list button, a grey screen will pop up in which you’ll view the list of current policies. Prior generations can be viewed by selecting the “Show All” button at the bottom of the Policy List screen.

Navigate to any policy by clicking to the left of the list and selecting the “Go To Policy” button at the bottom of the screen. The system will bring you automatically to the current version of the policy, from which you can use the grey arrows at the bottom as previously instructed.

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JenesisNow – Endorsements

Endorsements in JenesisNow can be done a couple different ways, depending upon if you’re getting downloads.

If you do get downloads, from the Main screen, you can search in the upper right corner for the client name.

Navigate to the Client & Policy that you need to endorse. Once in the Client Policy View, select the small icon (looks like a tiny computer screen) next to the Company name. This will open up a new window in the company website where you can log in and complete the endorsement.

*Note of Advice* – Always complete the endorsement on the Company side first. This way, if you forget to add it in Jenesis, at least it’s complete on the company side.

Click the plus sign in the Notes box and notate the changes or new effectiveness & coverage details. Select the Save and Suspense button at the bottom of the Notes window.

A New Suspense window will pop-up where you can create a reminder date (for when the download comes in) and select Save at the bottom. The Suspense note will show up in your Task “To-Do” List.

If you do not get downloads, navigate into the Client page and Policy. From the Client Policy View, you’ll manually add the policy and vehicle information using the plus sign on the Vehicle box.

There are many ways an endorsement can be added manually, that is up to your agency guidelines. If you need to pull information from the company website you can log into that separately. If you need to do an Accord Form, select the small icon at the top of the screen that looks like a paper. From the Accord Form window, you’ll search for the “policy change” key words to find the form.

No matter what, make sure you create a note and a suspense task, so that you have a prompt to check if the declarations page came in, that the website updated, etc.

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JenesisNow – Adding A Policy

Beginning from the Client View, navigate to the Policies box and click the plus sign. From the pop-up window, select the type of policy you need to add using the drop down menu.

A new, empty policy screen will appear, entitled Client Policy View. Add policy number, company, producer, the policy status, referral, source, term, effective date, premium values, and other related information. Select the green Save button in the top right corner of the screen.

In the Coverages box, indicate liability coverages, medical values, uninsured motorist and other coverage details. Click the green Save button in the top right of the screen again.

To enter the vehicle (or in this example, boat) information, select the plus sign. You’ll see a pop-up box where you can enter the boat vin, motor information, lien holder details, storage location, and coverages. The information you enter in this screen automatically saves. Select the green close button in the bottom right of the screen to close this window.

From the Client Policy View, you’ll click the plus sign at the top of the Driver box to enter information about the operator. A pop-up entitled Driver will open where you can enter name, address, birthdate, social security number, whether they are the primary driver and other details.

Once more before closing, review the information you’ve entered while viewing the Client Policy View and hit the green Save button at the top right of the screen.

If you need to scan in an application or the declarations page, click the plus sign on the Media/Files box.

Congratulations! You’ve added a policy!

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In version 17.8.0 and higher you can J-Link easily to any Erie policy.

Step 1:  Set up Erie in Company Setup

Step 2:  Hit Ctrl-W and create the J-Links.  You will need a link for each user.

Step 3:  Find your policy and click the globe

Like magic you can access your clients easily to make any changes or view any necessary information on the carriers website.

View Video Here

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Did you know that all of a clients suspenses are tracked on the Client Main Screen in the Jenesis Insurance Management System.

Did you know that you can even search those suspenses to save time and find the information you need quickly and easily?

Its all true.

Step 1:  Open the client profile

Step 2:  Click the Suspense Tab

Step 3:  Type what you are looking for in the Filter Suspense Description box

View Video Here

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Jenesis Insurance Management Software just added a great new way to streamline your policy view. View Active policies, Pending Cancels, Renewals and more.

Step 1: Choose your client
Step 2: Click the dropdown in the filter area.
Step 3: Choose the policy status you want to see

View Video Here

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That’s right. We have a great way to generate thank you letters for people who renew their policies with you.
Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers.

Step 1: Go to Utilities from the Main Screen
Step 2: Select Agency Setup
Step 3: Go to the Communications Tab
Step 4: Place a check mark in the box next to Renewal Thank You in either the Direct Mail, Email or Text column. You can select all 3 if you like
Step 5: Hit the Edit Box next to the letter
Step 6: Either begin typing your letter or choose Sample Content

And you are ready for Jenesis to send them. Now all you have to do is maintain those policies.

View Video Here

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Jenesis Agency Management System gives you fields to track why clients purchased and why clients left.

Step 1:  Access the policy
Step 2:  Find the “Why Purchased” field and enter your information
Step 3:  To track “Why Left” select the policy
Step 4 :  Put in your cancel date and select Insured Request
Step 5:  Choose your ‘Why Left” reason

View Video Here

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Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps

Step 1: Access the Client
Step 2: Double click on the Policy
Step 3: Click Quote Control
Step 4: Click Yes to Import the Policy information
Step 5: Answer a few simple questions
Step 6: Rate the client and track the information

View Video Here

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Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible.

To Set Up the J-Link

Step 1:  From the Main Screen select Utilities and Company Setup
Step 2:  Add Heritage Insurance as a Company (make sure to select Insurance Company in the type field and add any additional information)
Step 3:  Hit Ctrl-W on the keyboard and Setup your J-Link including Location, Company, User, Agency Code, Username, Password, and Website URL
Note:  Heritage requires a J-Link entry for each user in Jenesis

To use the J-Link

Step 1:  Access the Client Profile and the Policy
Step 2:  Click the globe and it should log you in to the website and take you to the policy
Note:  Some browsers may require you to add this website to compatibility view settings.

View Video Here

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Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company.

Step 1:  Add the Finance Company in Company Setup
Step 2:  Go to J-Links and Add the Finance Company
Step 3:  Go to the Policy and in the Finance section hit Link to FC

View Video Here

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This may indicate that the field is too small for the amount of data you have entered in. Try shortening the entry in that field and see if that resolves the issue. If you see the # signs in several fields it may indicate a bad record. To resolve this problem, do a Compact and Repair. The Compact and Repair restores the data files to their original state.

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Invalid use of Null means the software is looking for information that is not there. If you see this error message, please review to assure that all fields have been entered. Here are examples of what we mean: If you are trying to do a receipt for a client and you get this message, review the location, finance information, or even a zip code. Or, if you are using the Time Clock Report, you might check the Hours field in User Setup for that agent to make sure this information is there, which is important for the Time Clock report to work.

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This message occurs when 2 people are trying to access the same record at the same time. Since Jenesis allows its users to share one database, accessing the same record at the same time can cause conflicts and potentially corrupt that clients profile. If you see this message simply DROP CHANGES, and wait until the other user is out of the profile and see if your changes remained. If they did not reenter them.

 

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  1. Open the clients profile
  2. Select the Policy
  3. Click the Coverages Button from the Policy Screen
  4. Choose the appropriate generation
    1. Double clicking the Filtered Text at the bottom left corner of the screen will show you how many generations are there. Use the arrow key to scroll to the appropriate one.
  5. Click the Delete Generation button
  6. You will be asked if you want to delete the generation and you will Select Yes or No
    1. Please Note: This action cannot be undone.

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

  1. Access the policy
  2. Select the Coverages Tab

Coverages Button

 

 

 

 

 

Choose the Print Option

Homeowners Print Option

 

 

 

 

 

 

Select Binder

Select Binder

 

 

 

 

 

 

 

Determine if you would like to Add the CollectionStatement and/or Include Fees on your Binder

Collections statement Binder

 

 

 

 

Policy Fee Binder

 

 

 

 

Print the Document

Printing Binder

 

 

 

 

 

Note: To close the Document hit “Close Print Preview”

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For a binder to print from your insurance management software, it is critical to have the generation of the policy itself marked as active. Once you have determined that the policy is active go to the coverage screen and make sure it is marked active too. If you have verified both of those are correct go back to the policy screen and try reselecting the company with the dropdown menu.

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This can happen when the policy dates do not match the coverage dates. To verify this on the Jenesis policy screen look in the upper right hand section of the page for Effective Date and Expiration Date. Press the Coverages button and verify the Effective and Expiration dates for your coverages located in the center of the Coverages tab. This should allow you to print the Insurance Home Binder with no errors. If this does not resolve the issue feel free to call 828.245.1171.

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To move or transfer a policy take the following steps:

 

Step 1:  Open the policy you want to transfer

Step 2:  Hit Endorsement in the Utility menu at the top of the screen

Step 3:  Select Transfer Policy

Step 4:  Type in the name of person you want to move the policy to and hit Refresh

Step 5:  Highlight the name of that person and hit Merge

View Video Here

 

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I can’t tell you how many times in the Insurance Biz I have needed to see critical information on a customers account.  Particularly if they are in the office.  I can handle the situation right then.

Jenesis makes it easy.

Step 1:  Set up your User Profile to show critical notes first.  This has to be done by an Adminstrator.

Go to Utilities, Click User Setup (or hit Ctrl-U from the main screen)

Look for Settings and Check the Box that says “Show Critical Notes First”

Step 2:  Make the note in Jenesis and make it critical

Pull up a Client Profile or Policy and click ‘Note Entry’

Type in your Note and Check the box that says ‘Critical’

Step 3:   Make sure your agents know to look at them.  I know I’ve just breezed by them and not paid attention.  The reason you make a note critical is that …well, its critical

Step 4:  Once its no longer important uncheck the ‘Critical’ box so it no longer shows up.  This helps keep you organized and on top of the game.

 

Sit back, relax, and watch your efficiency improve

For video instructions see below

View Video Here

 

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So you go to your clients profile and you know they have policies.  Maybe its an auto or a homeowners or even a commercial policy, but you can’t see it on the tab.

It could be that you accidentally marked all the generations prior and that’s why nothing shows up.  Only active or cancelled generations of a policy show up on the front screen.

Let me help you fix the issue

Step 1:  Go to the clients profile and click ‘Policy List’ (this will be a button right under the policy section)

Step 2:  Find the generation that you know should be active, highlight the line and click ‘Go To Policy’

Step 3:  Make the policy “Active”

Once you do that it should reappear in the policy section of your clients profile.

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

There are several ways you can accomplish this.

Method 1

Step 1:  Open the Client Profile

Step 2:  Click Policy List

Step 3:  Highlight the policy you want to delete (If you don’t see it click show all at the bottom of the screen)

Step 4:  Hit Delete on the keyboard

 

Method 2

This is the preferred method

Step 1:  Click on the policy you want to delete (Note if you don’t want to delete the whole policy scroll to the generation you want to delete)

Step 2:  Click Endorsement

Step 3:  Click Delete Generation

 

For video help check this out

View Video Here

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Jenesis lets you add comments to Notes from the Policy Level

To Edit a Note
Step 1: Find the Policy you need to edit
Step 2: Click View Notes
Step 3: Next to the note you wish to edit click “Add to Notes”
Step 4: Type in your Comments and Close

Check out the video

View Video Here

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We have added a View Suspense button to the bottom of both the Personal Lines and Commercial Lines screens to have the ability to look at open and completed suspenses for a specific policy.

View Video Here

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Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the Jenesis Main Screen with a search option for business name. Agents are still able to use the Advanced Search for both second insured and for business name as before.  You can still use the advanced search as well.

View Video Here

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The Acord 28 Commercial Evidence of Property form can be accessed from the Acord Library. The Acord Library is located off the main screen and on the Commercial Policy level.

View Video Here

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Jenesis Agency Management System offers a comprehensive Acord Library that includes Fillable PDF’s and a variety of pre-filled forms. You can also easily print, save to images and email them, reducing time and increasing efficiency.

View Video Here

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Jenesis provides you a variety of insurance software solutions when it comes to taking credit card payments.

  1.  Credit Card to Company – Simply select this as a payment type when doing a receipt, J-link to your company and take your payment on the company website.
  2.  Simply Easier Payments –  This allows you to take credit card payments in your agency.  There is no fee for the agency.  The customer incurs a cost of $4.95
  3.  SpruceBooks – This allows you to take credit card payments in your agency.  There is no fee for the agency.  The customer incurs a cost of $4.95

To set up Simply Easier Payments or SpruceBooks

  1. Hit Ctrl-W on the keyboard or go to Tools/J-Links
  2. Enter the location
  3. Enter the name of the company from the dropdown list
  4. For SEP enter your username and password, For Sprucebooks enter your API and URL

View Video Here

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It’s simple

Step 1:  Select your client from the Main Screen of Jenesis

Step 2:  Choose the Commercial Tab and double click your policy

Step 3:  Choose Forms from the Menu at the top

Step 4:  Select Acord Library

Step 5:  Highlight the Acord 36 and hit Open Prefilled Form

Note:  You can also type in this form to add additional information

View Video Here

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Downloads (10)

Have you been wondering how to request downloads from Progressive?

This quick video provides instructions on agent master codes, agency codes, pins, and other details you’ll need to gather, plus the websites to visit and the phone numbers to call in order to request a Progressive Insurance product/ policy download.

 

 

JenesisClassic Progressive Download Setup

To obtain a download form Progressive, first you’ll need to log in at www.foragentsonly.com

From the blue menu bar at the top, select Manage Policies, and Policy Download.
Out of the two options provided, select the Policy Download Plus.

Prior to calling Progressive, have the following ready:
1) Agent Download Master code + any sub-codes
2) Agency Code & Password
3) The Agent Management System Vendor (Jenesis)
4) Agent Management System Product (either JenesisClassic or JenesisNow)
5) Agent PIN (obtained from agency manager/owner)
6) Your Unique Computer Name (“Steve’s Computer”)
7) Name of the drive/folder where the downloads will be sent
8) Products you want included in the download

After collecting these requirements, call the (Progressive) agent help desk at 1-800-695-4050

You’ll receive assistance initiating the download during the call. You may also be able to schedule an automatic download (we recommend after hours or overnight) of the Progressive policies and products so that your system or bandwidth is not usurped during business hours.

If you have further questions about requesting downloads from Progressive, we’re here to help! (contact info below)

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In Jenesis Version 17.9.0 and higher your agency management system allows you to process downloads by Location.

Step 1:  From the Main Screen Select Upload Download

Step 2:  Click Process Download

Step 3:  Filter for your location

View Video Here

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Ivans Exchange lets you have direct access to your download information

Find out quickly what your carriers are sending to your Jenesis Insurance Management System

Step 1:  Log in to your IVANS Exchange account
Step 2:  Click the menu to the right and choose Mailbox
Step 3:  From the top menu choose either Inbox (if you have not done your downloads) or Received (if you have already done the downloads)
Step 4:  Select a date range and click Search
Step 5:  Click on the file that you want to view

View Video Here

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Ivans and Jenesis are the perfect combination to help you connect with your carriers.  Jenesis features an Ivans button in our ribbon that allows you to connect easily.

Step 1:  From the Main Screen click Ivans in the Ribbon
Step 2:  Choose Ivans Exchange or Market Appetite
Step 3:  Log in

For information on how to use Exchange and Market Apetite check out these videos

View Video Here

View Video Here

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Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter and choose the one you want to work with. Its that simple.

To Process Downloads

Step 1:  From the Main Screen click Upload/Download in the ribbon
Step 2:  Select Process Download
Step 3:  Find the Location Filter and Choose the Location you want to work with

View Video Here

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If you download with a new company or even if they change their name or NAIC code you may see a message on your downloads from time to time that says the policies need a company assigned.

To resolve the problem

Step 1:  Highlight the client and click View Policy Detail

Step 2: Look for the box with six dots next to the Company field and click it

Step 3:  From the dropdown menu click the company that is associated with that policy

Step 4:  Enter the Parent Company from the dropdown.  If you need to add it it just click the box with six dots move to the last blank record and enter the new parent company

Step 5:  Save your changes

 

For details instructions watch here

View Video Here

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Adding a client through downloads is easy. Of course you have the New Business screen available when processing, but what if you miss one or you don’t see it there?
We have that covered. Follow these simple steps and you can add a client with the click of a button

Step 1: From the Main Screen click Upload/Download
Step 2: Choose Inquiry
Step 3: Either type in the name of the client or choose from the dropdown list and click ok
Step 4: Click Add Client

Yes its that easy. I have included this awesome video to show you how.

View Video Here

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Standard AL3 deployments don’t have download transactions for cancellation pending.  Most carriers use the standard transactions – new business, endorsement, cancellation, reinstatement, renewal, and rewrite for their daily, routine downloads.  Another transaction is the ‘sync’ which is used for initial loads and ’on demand’ downloads.

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Make sure you run these daily. Each file has to be downloaded manually.

Step 1: Log in to All State

Step 2: Choose Reports Step

3: Click Policy Downloads Step

4: Launch Download Center

Step 5: Hit Download (This must be done for each file if you have multiple files to download)

Step 6: Click Save As on the Windows menu that pops up at the bottom

Step 7: Save to C:/Jenesis/Uploads/AL3

Step 8: In Jenesis Click Upload/Download

Step 9: Choose Start downloads

Step 10: Choose Import Transactions

Step 11: Process Downloads

 

View Video Here

 

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To check all of your downloaded transactions you can
Step 1:  Go to Upload/Download from the main screen
Step 2:  Click Process Download
Step 3:  Click view all Downloaded Transactions
Step 4:  Enter your date range

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Reporting (12)

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.

  1. From the Jenesis Main Screen Click Reports and Production
  2. Choose the Auto Tab
  3. Place a check mark in the report view you want to see
  4. Select a Date Range
  5. Click Preview

View Video Here

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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

Step 4:  View your Report and use Excel to sort, filter or save and send

View Video Here

 

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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 Report from the “Recently Reviewed”  Section under Reports/Production
Step 2:  Select “Add to Favorites”
The report will now show in the Favorites Section

To receive Emails regarding your Favorite Reports
Step 1:  Select Setup Report Frequency
Step 2:  On the Frequency drop down menu choose your frequency
Step 3:  Select “Close” to save your changes

View Video Here

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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 1:  From the Main Screen select Reports/Production
Step 2:  Place a check mark in the Renewals (Paid in Full) box
Step 3:  Select your date range
Step 4:  Hit Preview

Note:  For a client to show in the report you must have “Paid In Full” selected in the Pay Plan field on the Policy Screen

View Video Here

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To determine how many hours an agent has worked you need to make sure that your agents are using the ‘Time Clock’ feature in Jenesis. You can also determine how many hours over/short an agent was, if you enter the hours they work in the ‘User Setup’ portion of Jenesis. The person pulling the report will either need to be an administrator or be allowed to view Production Reports.

Once you are ready, follow the steps below to pull the Time Clock Report:

1. Go to the Reports Tab from the menu at the top of your main screen

2. Choose Production

3. Select the Misc. Tab

4. Place a check mark in the box labeled Time Clock Report (this is in the middle row)

5. Choose a Beginning Date and Ending Date in the filters labeled as such

6. Click Preview

7. To print the report you will click the Print option on the menu at the top.

 

You can view the videos on using the Time Clock by clicking the links below

Agents

Administrators

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Go to Jenesis Main screen, Reports->Production->Misc tab->Class List by Location

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To find a customer when you can’t remember their name you can use the Production Reports.

You access it from the Main Screen in Jenesis.

Click on Reports at the top, and choose Production

Then choose the Personal Lines Tab

Place a check mark in the box next to the “Production Report”

Put in a date range and hit preview

View Video Here

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Sometimes an agency may need to pull a list of transactions performed by each agent.
Jenesis offers you this option.
To pull it simply follow these steps:
1. From the Main Screen click on Reports
2. Choose Agency Transaction Log
3. Put in a Beginning Date and End Date for the time period you want to view
4. Click Ok and your report will generate.

Keep in mind you can use the arrow keys at the bottom of the page to scroll through the pages of the report and to Close or Print the report click Print Preview.

View Video Here

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Filtering for specific companies on the remittance report is easy.
Step 1: Click Reports and Remittance
Step 2: Select a Date Range and the Locations for your report
Step 3: Make sure the box next to Remittance Report is checked
Step 5: Click Export to Excel
Step 6: Go retrieve the report. It will normally be saved at F:/Jenesis/ExcelFiles
Step 7: Open the Report in Excel and choose the column titled Payment To
Step 8: Find Data on the Excel Menu and Click Filter
Step 9: Un-Select everything and then place a check next to the company or companies you want to see.

View Video Here

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To pull a Date of Birth Report

Step 1:  Go to Reports

Step 2:  Go to Production

Step 3:  Go to Misc

Step 4:  Place a check mark in the Date of Birth Report section

Step 5:  Enter a date range

Step 6:  Click Preview

For instructions watch the video below

View Video Here

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Pulling your book of business is easy.

Step 1:  Select Reports from the Ribbon at the top of the main screen

Step 2:  Select Production

Step 3:  Select the Personal or Commercial lines tab depending on which you need

Step 4:  Place a check mark next to active policies by company

Step 5:  Hit preview

View Video Here

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Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double clicking the header for easy use. The report drills down to the client level with the click of a name.

View Video Here

 

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Clients (10)

Now you can link two related yet separate policies together, which works well for partners, family members, and couples.

 

JenesisClassic Linking Profiles

Beginning at the Client Main Screen in Jenesis Classic, follow the example that we have a husband and wife who each own their own business. There’s only space for one company per profile and that business’ policies are listed in the Commercial Lines tab near the center of the screen.

Each person, the husband and the wife, in this example, will have separate profiles.

Notice the Linked Customers tab.

If you want to link two customers’ related, yet separate accounts together, select the “Add Link” button from within the Linked Customers tab. A Customer Linking Form will pop up in which you’d search for the account to which you want to link.

In this case, we have the husband’s account up, and we search for the wife’s account. Highlight the desired policy and click “Link Selected Account.”
Once linked, notice the asterisks on the Linked Customers tab. From within the husband’s account, if we select the Linked Customers tab, highlight the wife’s account, and select the “Go To Account” button, the system will navigate directly to the wife’s account.

Additional scenarios where accounts may need to be linked may include where the elderly are involved, when someone else takes care of the finances, or when relatives or partners are insured through your agency.

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If you’ve ever been unsure what the Client General screen is for within the Commercial Lines policy area, this video is for you!

Quickly learn what information is housed in the Client General tab and how it’s useful.

JenesisClassic – Client General Tab

Beginning from the Client Main Screen, select the Commercial Lines tab toward the center of the screen and double click one of the policies.

The next screen will show tabs at the top entitled Policy General, Client General, Location, Umbrella, and Premium Finance.

Select the Client General tab. It contains general information about the client’s commercial business. Complete your client’s business information including description, their website, business start date, inspection contact, and accounting contact details. By selecting the “Use from Main Screen” button beside the Inspection and Accounting Records Contacts, information will be automatically populated.

The lower boxes should contain all the information about the businesses’ locations and policy history. Scroll down within the Prior History box to complete prior Commercial General Liability policies, Commercial Auto Liability policies, Commercial Property, Commercial Other policies such as Workers Comp or B&O, and Loss History.

When and if you were to write a new policy for this client, the Client General tab and any existing information within this page would be automatically imported into the new policy. This way, you only enter this information once.

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Wondering how to most efficiently add new clients in JenesisNow?

By watching this video, you’ll quickly learn how to add new prospective clients or existing clients into JenesisNow in just 3 easy steps.

JenesisNow – How to Add a Client

Beginning from the Jenesis Now home screen, select the small white icon at the top that looks like a person with a plus (+) sign.

A white pop-up entitled Client Quick Add will appear when you click that icon. Complete the fields with as much information as possible including the client’s name, relationship, phone number, and address. Use the drop down options in the Status field to indicate whether the client is a Quote, Active, or Source and select the green save button at the bottom right when completed.

From inside the Client View, you can select the Plus (+) sign at the top of the corresponding blue box to add additional household members, addresses, policies, and insert details like the source, the producer, and who they were referred by. Additional new client information such as business details, whether they own or rent, and any other comments can be entered in the Info box located near the center of the Client View screen.

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We’re happy to introduce you to one of our favorite features of Jenesis Classic, the Clients Last Viewed list.

The list of most recently viewed clients lets agents pick up easily where they left off without racking their brains to remember where they left off. This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how navigate from a clients’ policy to the home screen, and back again – easily and quickly.

JenesisClassic – Clients Last Viewed

From the Jenesis Main Screen, notice the box near the left-center of the screen that says “Clients Last”. You’ll see a list of client names populated within the white portion of the box.

Based on the number of hours noted at the top, immediately next to “Clients Last”, this list will display client names whose files have been accessed within that time period. The video example begins with the time period set at 24 hours.

As demonstrated, this feature is most useful when, in the middle of another task, someone calls to ask a question or complete a transaction. No matter what you were doing, you can easily use the short key Ctrl+M to navigate to the home screen (Dashboard) and complete the task at hand with the caller.

Then, simply double-click on the client’s name (listed in the “Clients Last” column) to re-enter the file on which you were working before the phone rang.

The list of clients last viewed historical hours can be adjusted to your preference by clicking on the number of hours in the blue headline portion of the box and typing in the hours that you prefer.

Hint: There are 24 hours in a day, 168 hours in a week, and 672 in a month.

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Are you looking for an easy, efficient way to keep track of email verification?

Here, this brief video by Jenesis Software shows you how to use this handy new feature.

When someone clicks on a client’s name and is asked to verify their email, the person who verified it will now be stored in Jenesis’ software, allowing you to keep track of when and who did this. This short video demonstrates that once an email been verified, by going to View Notes, you can see that ‘X’ at this date and time verified the email pop up at ‘X’ email address.
Another great tool to help manage your clients.

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JenesisNow – How to Merge Clients

In this video, you’ll see how easy it is to find duplicate client profiles and merge them.

From the main screen, use the search bar at the top to search for a client name and identify potential duplicate accounts or profiles.

When a list of client profiles is shown, navigate into the Client View of the client who’s profile you DO want to KEEP.

Notice the “Client Merge” box toward the bottom-center of your Client View screen. Click in the box and begin typing the duplicate client’s name. Select the profile you want merged into your existing client profile, and select the “merge Client” button.

In the video example, you can see that the client’s information is merged into the one I wanted to keep. I repeated the steps above to merge additional profiles because I knew there were several profiles for this same customer.

*Notice the instructions in the Client Merge box. These state clearly that the client selected in the Client Merge box will disappear and be merged into the client who’s policy you’re viewing.

So, ensure you navigate into the profile you want to KEEP before using Client Merge.

 

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Have you been wondering how to use Tags in JenesisNow?

Well, Jenesis insurance software for agents has tags that can be used for quick searches and as indicators of policy detail. This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use tags, which will allow you to label and find policy or location details effortlessly.

JenesisNow – Tagging

In this video, I’ll use location tags to display an address in a client’s policies to help me decipher between locations. In this example, one client has two Fire/Dwelling policies on two different locations, provided by the same insurance company.

I’d like to know which is which simply by hovering my mouse over the policy in the Client View. This can be done through the use of tags.

To set up Policy Tags:
From the Client Policy View (inside the policy on which you plan to add a tag), notice the Policy Tags box. Select the light blue “Add Tags” button. An “Add Tags” pop up will appear in which you’ll write the address to that location. Select save.

Bonus Tip:
From within the Client View screen, you can rearrange the blue boxes (Suspenses, Policy History, Media/Files, Raters, Actions, Notes, J-Mail, etc. ) along the right side of the screen by just clicking and dragging the blue header of the box you want to move.

To set up Media Tags:
From the Client View screen, find the Media/Files box along the right side of the window. Select the pencil icon right in front of the media item on which you’ll add the tag. The Media pop-up will appear in which you should see a column entitled “Tags”.

Tag your media file with terms you’d search for if you were looking for this file. Select the checkmark below your new tags to save them. This will allow you to search for the Tag name and quickly find that piece of media as it pertains to that client.

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On the Jenesis main screen, go to Reports and choose Agency Activity Report. Enter a date range and you will be able to view all activity, by user. This will help if in User Setup you have selected to make a note when opening a client.

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Yes, on the Jenesis Main Screen, from the Advanced Search drop down options, choose Home Phone then enter the phone number you want to search by. You can also use the Advanced Search for Work Phone as well as a lot of other search criteria.

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Jenesis Insurance Agency Management System lets you easily search by Certificate Holder allowing you to find your commercial clients quickly and easily.

  1. Look for Advanced Search Options
  2. Click the Dropdown menu and find Certificate Holder
  3. Type in the name of the Certificate Holder and click the magnifying glass

View Video Here

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General (74)

Now you can link two related yet separate policies together, which works well for partners, family members, and couples.

 

JenesisClassic Linking Profiles

Beginning at the Client Main Screen in Jenesis Classic, follow the example that we have a husband and wife who each own their own business. There’s only space for one company per profile and that business’ policies are listed in the Commercial Lines tab near the center of the screen.

Each person, the husband and the wife, in this example, will have separate profiles.

Notice the Linked Customers tab.

If you want to link two customers’ related, yet separate accounts together, select the “Add Link” button from within the Linked Customers tab. A Customer Linking Form will pop up in which you’d search for the account to which you want to link.

In this case, we have the husband’s account up, and we search for the wife’s account. Highlight the desired policy and click “Link Selected Account.”
Once linked, notice the asterisks on the Linked Customers tab. From within the husband’s account, if we select the Linked Customers tab, highlight the wife’s account, and select the “Go To Account” button, the system will navigate directly to the wife’s account.

Additional scenarios where accounts may need to be linked may include where the elderly are involved, when someone else takes care of the finances, or when relatives or partners are insured through your agency.

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JenesisNow Dashboard Configuration

Notice the blue and white boxes that make up your dashboard page. There is a large empty box at the bottom of the screen (you may have to scroll down), containing a large plus sign.

If you click this plus sign, you’ll receive a pop-up containing potential dashboard boxes you may choose to add.

In any of the category boxes on the dashboard, you may select the cogwheel (settings). A pop-up will appear, in which you may select the box size, the policy owner, date ranges, status, and number to show. Make your selections and click the green Save button.

Clicking the title of the box will allow you to rename the box.

Boxes may be rearranged by clicking the light blue stripe at the top of each box and drag it to a new location within the dashboard window.

Reveal the names for the list of Icons along the left side of the screen by clicking on the “hamburger” at the top. The dark blue bar containing the icon titles will expand.

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JenesisClassic J-Link Notes

Beginning from the Jenesis Main Screen Dashboard, use the shortcut, Ctrl +W to go to J Links.

Notice the new Notes field. This is intended for use by admin to communicate to the user about issues with non-working J-Links.

As an example, the admin has made several notes for the user to correct non-working J-Links. Issues such as missing passwords, invalid credentials, and login details can be easily communicated using the notes column adjacent to the site address column in the video.

This new feature, J-Link Notes, makes it easy for the admin setting up an account to communicate about broken or non-working J-Links, and makes it easy for the user to see what needs to be corrected.

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Jenesis Classic – Acord Library

Have you been searching for Acord Forms within the Jenesis software?

To access blank Acord Forms:
From the Jenesis Main Screen click Forms and Letters in the grey menu bar at the top of the screen and select Acord Library. A small pop-up window will appear, entitled Library of Acord Forms.

All of the forms listed (even those with the asterisk) are blank. Select the Open Blank Form button if you’d like to open the blank version of one of the forms listed. No pre-filled forms are available from this menu navigation option.

To access prefilled Acord Forms:
Select a Client from the Client List box on your Dashboard and navigate into one of their policies. Select Forms from the menu bar at the top, and Acord Library from the drop down menu. A small pop-up window will appear, entitled Library of Acord Forms.

From within the client’s policy, any of the forms in the list are available, prefilled and blank. Click on the form desired and select either the Open Blank Form or the Open Prefilled Form button, depending on availability and your desired task.

Notice in this example, I’m able to select a form with an asterisk and the “Open Prefilled Form” button becomes available.

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Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisNow?

Well, Jenesis insurance software for agents now has an SEP integration feature you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Simply Easier Payments, which will allow you to process credit card payments with SimplyEasier Payments efficiently.

JenesisNow – Simply Easier Payments (SEP)

To Integrate SEP:
Beginning at the JenesisNow main screen, from the vertical menubar on the left, select Agency and All Locations. From the list of agency locations, select the location for which you’d like to turn on SEP.

Inside the Edit Agency Location screen, notice the box entitled Integrated Accounts.

To add a new SEP account, click the plus sign in the box header to the right of “Integrated Accounts”. You’ll receive a pop-up prompt to enter the username and password to your SimplyEasier Payment Account.

Once completed, the account information is added automatically added in the SEP tab of the Integrated Accounts box. Ensure the checkbox is selected to add SimplyEasier Payments as the default option.

To Use SEP:
From the Dashboard (JenesisNow Main Screen), select a client and a policy. From within the Client Policy View, click the plus sign in the box labeled Receipts. When creating a new receipt in this example, the Payment To drop-down should reflect your agency and the payment is a Credit Card to Agency. Once you complete the Amount Due and Amount Tendered, the blue “Online Credit Card” button becomes available.

After the “Online Card to Agency” is selected, you’ll receive a pop-up prompting you to choose a SimplyEasier Payments account. It may also request you select a default options. Selecting Continue will open up a new SimplyEasier Payments window where your Client’s information should be autofilled at the top. Fill in the payment and fee values and then enter the credit card and billing information before clicking the Next button at the bottom.

When you receive a confirmation number for the processed payment, copy and paste that in the “Check/Confirmation No” space in the Receipt window in JenesisNow. Select the green Save button in the bottom right. From here, receipts may be emailed or printed, by selecting the desired option’s green button.

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Have you been wondering how to integrate and make the best use of Sprucebooks in combination with JenesisNow?

Well, Jenesis insurance software for agents now has a Sprucebooks integration feature you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Sprucebooks to process payments efficiently.

JenesisNow – Sprucebooks

Once you’ve set up a Sprucebooks account separately, call tech support to let them know and so they can create the API and URL keys. The technical support team will enter that information for you, but if you’d like to view it:

Beginning from the JenesisNow dashboard, select Agency and All Locations from the vertical menu on the left side of your screen. An Agency Locations screen with all locations will appear, from which you’ll select the location with which you’re using Sprucebooks.

By selecting that location, the Edit Agency Location screen will appear, on which you’ll see a box entitled “Integrated Accounts” toward the right side. By selecting the Sprucebooks tab and the Edit button, you may view the API key and your password.

To Use Sprucebooks:
From the Dashboard, select a client and a policy. From within the Client Policy View, click the plus sign in the box labeled Receipts. When creating a new receipt in this example, the Payment To drop-down should reflect your agency and the payment is a Credit Card to Agency. Once you complete the Amount Due and Amount Tendered, the blue “Online Credit Card” button becomes available.

After the “Online Card to Agency” is selected, you’ll receive a pop-up prompting you to choose a Sprucebooks account. It may also request you select a default options. Selecting Continue will open up a new Sprucebooks Payments window where your Client’s information should be autofilled. Fill in the credit card and billing information before clicking the Process Payment button at the bottom.

When you receive a confirmation number for the processed payment, copy and paste that in the “Check/Confirmation No” space in the Receipt window in JenesisNow. Select the green Save button in the bottom right. From here, receipts may be emailed or printed, by selecting the desired option’s green button.

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Have you been wondering how to integrate and make the best use of Formstack in combination with JenesisNow?

Jenesis insurance software for agents now has a Formstack integration feature you MUST know about! This video tutorial teaches you how to setup and use Formstack to securely and efficiently obtain signatures on policy documents.

JenesisNow – Formstack

Once an Formstack account is established, from the JenesisNow dashboard, select Agency and All Locations. Select the location with which you want to use InsureSign.

From the Edit Agency Location screen, the “Location Options” in the bottom right shows an Formstack Integration. Move the slider to reflect “On” and the InsureSign icon will appear in the blue menu bar at the top of your screen.

Formstack can be accessed from anywhere in the main dashboard screen by selecting that squiggly-line icon. An Formstack screen will be displayed, inside which you can upload files, name them, and search/select clients’ names and email addresses, add additional participants or carbon copy, and send.

The Formstack button is visible in the Actions box located in the bottom right of the Client View screen.

That same button is also available in the Actions box from within a specific policy on the Client Policy View screen.

This example begins from the Client Policy View:
Select the Formstack button and click the green “Clients Location” button from the pop-up.

Upload a document and name it (it will not send until named). The names and emails associated with the current client’s account will be auto-populated.

You may add or delete a participant, spouse, and add or delete a cc prior to clicking the green “Send” button at the bottom of the screen. Once sent, the system will open a new tab in your browser and automatically log you into your Formstack account.

Once the document is loaded, you may add a participant or add your own signature using the blue buttons. After the Next button is selected, options for the client’s signature, printed name, initials, and more are displayed in red boxes to the left.

Drag and drop the red field options onto the document where completion is required. Scroll down to add additional fields to pages throughout the document and click the Next button when complete.

The document name and message (editable), an option to password protect, and the client’s email address is displayed in the left column on the screen. Once you’re satisfied with the details, click the Send button.

You’ll be auto-directed back to the Formstack main screen. Select My Documents, where you’ll see the Status of the item shows “Out for Signature”.

When completed by the client, Status will automatically update to “SIGNING_COMPLETE”. Download the file by clicking the drop-down arrow beneath Actions, and select download.

From within the Client Policy View screen in JenesisNow, click the “+” symbol by Media/Files and drag/drop the signed, downloaded document.

We suggest renaming the file.

The signed, saved file should be visible in the Media/Files box on the right side of the Client Policy View screen. Click there to view it at any time.

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Have you been wondering how to integrate and make the best use of Formstack in combination with JenesisClassic?

Well, Jenesis insurance software for agents now has a Formstack integration feature you MUST know about! This video tutorial teaches you how to setup and use InsureSign to securely and efficiently obtain signatures on policy documents.

JenesisClassic – InsureSign (Formstack Sign)

To demonstrate how Jenesis Classic integrates with Formstack Sign, we’ll walk through processing signatures on a cancellation form as an example.

Select Forms from the top menu bar, and then a cancellation form. From the pop-up box, click the Formstack button.

Separately, log into Formstack. In the Documents Overview screen, you’ll see the document populate. Select the blue Next button located toward the right on that screen.

Select the “Add Participants” button and complete the name and email of the signee. Then either select the “You Need to Sign” button or Next.
The next step involves dragging signature, date, initials or other fields over to the document to indicate where your customer should sign. Repeat the process for your signature requirements.

Finally, name your document, edit the message if needed, and select the Send button.

From the the Formstack main screen. Select My Documents, where you’ll see the Status of the item shows “Out for Signature” or, if you need to sign it, “Waiting for my signature”.

When completed by the required parties, Status will automatically update to “SIGNING_COMPLETE”. Download the file by clicking the drop-down arrow beneath Actions, and select download.

From within the Client Policy screen in JenesisClassic, click the Policy Images button toward the bottom of the screen.

A window for J-Images will appear where, under category, you’ll select “Cancellation Request” (because that’s what we just processed as an example, in the future, you’ll select the applicable file name for your policy). Select the “Import Formstack Images” button and follow the prompts to save the downloaded, signed document from your computer into J-Images.

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Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisClassic?

Well, Jenesis insurance software for agents now has an SEP integration feature you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Simply Easier Payments, which will allow you to process credit card payments with SimplyEasier Payments efficiently.

JenesisClassic – Simply Easier Payments (SEP)

To setup SimplyEasier Payments:
Once you complete the sign up process with SimplyEasier Payments, you’ll receive a key. Call Jenesis for technical assistance where we can turn on the SimplyEasier Payments feature for you.

To enter the SimplyEasier Payment’s key code provided to you upon registration, begin at the Dashboard. Select Ctrl+W to bring up your J-Links. From the J-Links set up tab, fill in SEP beneath Company, leave the spaces for User and Agency Code blank, copy the key provided by SimplyEasier Payments as your username, make up a password, and fill in the SimplyEasier Payments web address. Select Close.

To use SimplyEasier Payments to process payments, Navigate into a client policy to process a payment. Select the button at the bottom of the policy screen for “New Receipt”.

The receipt window will pop-up where you’ll select the Credit/Debit Card to Agency option in the Payment Method box.

Beneath Payment Type, select New Business. In this example, the Total Due box shows $225. When you click in the Amount Tendered box, the Online Credit Card button becomes available.

Upon clicking that button, you’ll be directed to SimplyEasier’s site where you’ll enter fees and agree to their terms and conditions. Enter the customer’s credit card information, billing address, and phone number, and method of receipt.

We suggest to offer to text or email the client the agency receipt, as well. You can always complete an agency receipt without printing.

 

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Well, Jenesis insurance software for agents now has a really fun, per-user option to change the background and primary colors on your dashboard! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to customize your personal experience with Jenesis through the use of color.

JenesisClassic – Color Scheme

Jenesis Classic has a new, very fun feature that will allow each agent / individual user to customize their dashboard colors.

From the Dashboard, notice the new “Customize Colors” button. You can select options for the background and primary colors for your Jenesis screens based on your preferences and mood.

Enjoy being creative in selecting your color combinations!

 

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To learn more about how JenesisClassic integrates with Imperial Premium Finance Company, watch this video.

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JenesisClassic – Setting Up J-Links

Preparation for J-Links:
Begin from the Dashboard screen. From the menu bar across the top, click on Utilities and Company Setup. Company List will appear, where each company name & agency number you’re working with will be listed.

Double-click on any Company Name to navigate to the Setup screen. Within the Company Setup screen, ensure these 5 things are listed:

1) Company Name
2) NAIC Code
3) Location Information (Location, Company Type, and Status)
4) The website you use to access that company
5) Your Agency Number

To Set Up J-Links:

Use the short-cut key code Ctrl+W to open J-Links Setup.

Click in the drop-down menu beneath “Company” to begin. When a company name is selected and all 5 of the above are completed, that information will auto-fill in the columns across the screen.

If you have credentials that are not shared, click any applicable option listed on the blue buttons at the top. There are options to create a copy of this J-Link for all users, a current user, all locations, or a new user.

After creating a copy, select the “Show All Users” button at the bottom of the screen. This will allow you to see the copy that has been created for each staff member. Once each person completes their user name and password in J-Links, this step is complete.

If you have several locations, complete your credentials and then select the “Create a copy of this J-Link for All Locations” button near the top of the screen. Select the “Show All Locations” button at the bottom of the screen to view the J-Link for each numbered location.

If you have shared credentials, from the J-Links setup screen, select the Company Name. Your agency code, web address, etc. is autofilled. Enter your User Name and Password. Select the row you want duplicated and then select one of the blue buttons at the top. In this example, we created a J-Link for all users with a single shared credential, so we clicked “Create a copy of this J-Link for All Users”.

Select the “Show All Users” button at the bottom to view and confirm the new J-Links were created.

If you share credentials for a web login across locations, select the J-Link line you want to duplicate and click the blue button at the top “Create a copy of this J-Link for All Locations”. Confirm the J-Links were created by selecting “Show All Locations” at the bottom.

Sort the list of J-Links in the J-Links Setup screen at any time by clicking on the title of any column.

— Remember, the process is much easier if everything in Company Setup is filled in correctly prior to beginning the J-Link setup process.

To check if J-Links work, select the row to test. Notice the Web Logon button became illuminated. That confirms that company partners with Jenesis regarding J-Links. To see the list of connected companies, select the “Available Companies” button at the bottom of your screen.

You may still use the J-Link feature with a company, even if they aren’t listed. To test those, click on the web address you use to log in. If you’re taken to the log in page of that site, it’s set up correctly. If not, adjust the web address entered into the Company Setup screen.

For more valuable information on building your insurance agency, get your copy of “The Perfect Insurance Agency” – Amazon Bestseller by Eddie Price. Learn how to grow your agency faster, improve team training, and implement simple changes to ensure success! http://bit.ly/ThePerfectInsuranceAgency

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JenesisNow – Adding Email & Text Signature

In this video, you’ll see how easy it is to add text and email signature details to your messages.

From the main screen, select your email displayed at the top of the page. Your profile box will drop down. Select the button that says “Profile”.

Inside your User profile, select the “Prefs” tab beneath your name, this stands for preferences. In the Email/Text Signature box you can add any contact information or links you’d want your customer to have following the messages you send.

When changes are made, the green Save button illuminates at the top right of the screen. Click Save to maintain your changes.

Now, anytime you send an email or a text through JenesisNow, that information will be at the bottom.

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Filtering your quotes has never been easier.

Just look for the handy filters on the blue menu bar where you see Quote Control on your main screen.

Choose all or specify your location or your user. The changes will automatically save and remain that way until you change them again.

View Video Here

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There are times when you need to include additional information on you invoice.

Maybe you want to tell people who to make checks payable to or other important information.

In Version 17.8.0 and higher of Jenesis Insurance Management Software you can create invoice footers to help with this very thing.

Step 1:  Open the client profile

Step 2:  Open the policy

Step 3:  Click Invoice

Step 4:  Click Create/Edit Invoice Footer

View Video Here

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Some of you may be familiar with the Acord 146.  This Acord form is used for Commercial Inland Marine policies.
This form has been replaced with the Acord 152.  To access the Acord 152 in Jenesis

  1. Open your Commercial Inland Marine Policy
  2. Choose Forms
  3. Choose Acord Library
  4. Search for the 152
  5. Decide if you want to use the Prefilled or the Blank Version
  6. Complete your form and Print or Save

Its that easy.  And you can always access these in the Recently Created button of the Acord Library.

View Video Here

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You can easily create Acord forms in Jenesis Software.  The also store in your Recently Created section allowing you not only a record of everything that has transpired but also easy access.  It gets even better.  You can also copy recently created forms to make quick edits and changes.

Step 1:  Open the policy

Step 2:  Choose Forms from the Ribbon

Step 3:  Select Acord Library

Step 4:  Choose Recently Created

Step 5:  Highlight the Acord form and Hit Copy Acord Form

View Video Here

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Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager.   Not only can you merge individual clients through our search option but now you can mass merge client profiles with our Merge Duplicate Clients Tool

Step 1:  From the Main Screen click Tools

Step 2:  Go to Jenesis Maintenance

Step 3:  Select Merge Duplicate Clients

Step 4:  Place a check mark next to the profile you wish to keep and hit Merge

Step 5:  Choose if you want to merge based on Address or DOB

View Video Here

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With the Hosted version of Jenesis Agency Management System you have the flexibility of using your Tablet, iPad, or Smartphone.   You can use the product whether you are on the Citrix environment or the vWorkspace environment.

Step 1:  Start up your device
Step 2:  For Android go to the Google Store.  For Apple products go to the App Store.
Step 3:  You want to search for the App (For myjenesis clients search for “Citrix Reciever”.  For jenesis247 clients search for the “vWorkspace”
Step 4:  Install the App
Step 5:  Put in your username, password and domain which is myjenesis (For jenesis247 customers before entering this information you will need to put in www.jenesis247.com/rds1)
Step 6:  Click the Jenesis Globe and open the software

Now you are ready to use the software on the selected device.  Its so easy and now you can access your policies anytime, anywhere, and from any device.

Please Note:  If you are using myjenesis follow the written instructions as the Citrix receiver is not included in the video

View Video Here

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Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client or the policy level.  We also give you the ability to email, text, save to images and view as PDF.  These options give you flexibility to send documents and store them for later use.

To access the memo and use these features follow these steps

Step 1:  Go to the Client Profile or the Policy
Step 2:  From the Client Level click Tools, From the Policy Level click Forms
Step 3:  Select Memo
Step 4:  Create your Memo including who it goes to and the content.  Don”t forget you can create templates in the Select Pre-Written Memo option
Step 5:  To Email or Text select the Send Email or Text button.  To View as PDF or Save to Images select View & Print Letter

View Video Here

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Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the details that matter when you need information quickly for your clients. We help make your service exceptional.

To Track a Claim

Step 1:  Search and Click the customers profile
Step 2:  Click the Claims Tab
Step 3:  Enter your Claim information
Step 4:  Save & Close or Save & Continue to Loss Notice

View Video Here

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Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well.

Step 1:  Hit Add Client
Step 2:  Enter your basic Quote Information
Step 3:  Select Quote as you Status
Step 4:  Click Add Policy and enter your detailed information
Step 5:  Select Quoted, Quote Pending or Quoted Declined to indicate the status of the Quote

View Video Here

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Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how.

Step 1:  Access your client profile or policy
Step 2:  Click the Credit Card Info Button
Step 3:  Enter the Credit Card Information

Note:  You can also print out a Credit Card Release Form authorizing your agency to use the information when the client calls to make a payment.

View Video Here

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Jenesis Agency Management System is designed to help you organize you task items through our handy Suspense Feature. You can also create Suspenses when you enter notes. Check out the video to learn more.

Step 1:  Open the Client or Policy you need to make a note on
Step 2:  Hit Enter Notes
Step 3:  Type your Note and select Close and Suspense
Step 4:  Complete your Suspense and hit Close

View Video Here

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Jenesis Agency Management System lets you search for your insurance clients in a number of ways including by Vehicle Identification Number (VIN).

Step 1:  Open Jenesis to Main Screen
Step 2:  Find the Advanced Search and Choose Vehicle VIN
Step 3:  Enter your criteria and hit the search icon

View Video Here

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1. It allows the agent to image all documents into the client’s profile. This keeps all documents at the agents finger tips and reduces the chance of something like fire destroying files kept in the office.
2. It allows for single click access to the insured’s accounts on the company’s website systems.
3. It supports downloads from the companies which keeps the local data syncronized with the data at the company.
4. It automatically tracks the source of new business to make better advitising decisions.
5. It automatically produces postcards, voice calls, texts and email to prospects and insured’s to do lots of valuable things like reminding them it’s time to renew, thanking them for getting a quote, thanking them for sending a referral and much more.
6. Provides an automated receipt option.
7. Provides end of day drawer balancing, insurance company remittance reports and accounting.
8. Provides tons of useful reports to mange quotes, renewals, closing rations and more.
9. Gives the agent the ability to process electronic signatures so customers dont have to come in the office if they are unable.
10. Gives the agent the ability to take credit card payments and checks by phone.

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  1. Have everyone exit Jenesis
  2. Click Update Tools
  3. Click Compact and Repair
  4. Once Complete Exit and Open Jenesis

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To access the user profiles in Jenesis as an Administrator you would hit Ctrl-U on the keyboard . To scroll through the records use the arrow key at the bottom of the page.

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Optimizing your display settings can make the screen fit more properly, as well as improve the fonts and just the overall look of the software, in return maximizing your experience.

  • Right click on your desktop
  • Go to Properties
  • Click the Themes tab
  • Choose Windows XP or Embedded

To make it fit correctly in the screen

  • Right click on your desktop
  • Go to Properties
  • Click the Settings tab
  • Choose 1280 x 760 or as close to that as possible

Doing these simple things can make your Jenesis experience that much better. Give it a try.

View Video Here

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If you need to update your Bank Draft Information for Jenesis Software, just fill out the attached from and fax it to (828) 707-9486.

Click below to fill out the bank draft form and send it back to us.

Jenesis Bank Draft Form

 

Make sure to submit the form at least 5 days before your due date. Jenesis drafts on 1st and 15th of each month. Once your form has been received it will be effective on your next due date.

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Jenesis lets you customize certain labels in the software. Go to the client profile screen and click on the word Home in the phone number area. This will highlight the field and allow you to type over the existing text. There are several fields in Jenesis that allow this type of customization. Just click on one and give it a try to see if it’s one that works.

You can also check out this video to see how its done.

View Video Here

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To set a reminder for a Quote, hit Ctrl-S from the quote screen. In the ‘Suspense To’ field put the date you want to do the re-quote. It will show up in your Suspense box on the Main Screen on that date. You can also use Ctrl-Q to filter renewal dates in a specific range.

For help using the Suspense feature please watch the video below

View Video Here

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Having your electronic signature stored in Jenesis can save you tons of time and eliminate the stress of having to sign every single document.

Step 1: Create your electronic signature – Sign your name and save the document as a .bmp file. You can use the program PAINT to resize and save images as other file formats.

Step 2: Open Jenesis and go to Utilities and User Setup (Ctrl-U works too)

Step 3: Click “Add or Change Signature”

Step 4: You can either ‘Create New’ which opens Paint and allows you to use your mouse to create a signature or you can ‘Create from File’ which allows you to browse to where you saved the signature that you created in Step 1

Step 5: Click ‘OK’ and your signature should show up in the box

 

Want video help?

View Video Here

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Ever had a suggestion or an error message and you wanted to show Jenesis exactly what was happening? But you didn’t have time to call?

We have discovered a wonderful program that allows you to do just that.

Its called Jing and all you have to do is

Step 1: Download the program

Step 2: Capture your video

Step 3: Share it Jenesis

View Video Here

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Jenesis releases a new version update around every 8 weeks.  Version updates contain fixes and new features. Each time we release a new version we will post these on the Jenesis Sign-In screen to notify you.

To update your version

  • Step 1:  Make sure everyone is out of Jenesis
  • Step 2:  Click “Full Jenesis Update” from the Jenesis Sign on screen
  • Step 3:  Click “Yes” to confirm that everyone is out of Jenesis
  • Step 4:  Click “One Step Jenesis Update”
  • Step 5 : Once you see “Complete” click “Exit and Open Jenesis”
  • Step 6:  Version Sync the remaining computers in the office.

View Video Here

 

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Jenesis lets you text message and email customers directly from their profile.  But you need to do a few key things first to make sure it works.

Step 1:  Utilities and User Setup (Ctrl-U) – Once you access User Setup choose the profile you wish to configure for this feature.

Step 2:  Find the Email Configuration Section

Step 3:  Enter the Email address, the username and the password

Step 4:  Agency Setup (Ctrl-A) –  Find the Preferences tab

Step 5:  Fill in the SMTP section (this is the outgoing mail settings for your Internet Provider,It can be located with a simple Google search for outgoing mail servers or by calling your provider)

Step 6:  Make sure the SSL section is blank

 

Once you complete these steps you should be able to email and text message from Jenesis.

If you need video help, we have you covered.

View Video Here

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Jenesis gives you the choice of either printing a separate Fee Consent Form or automatically including it on the receipt.  Either way you may want to edit that form. Depending on your state we recommend verifying exactly the information you should include.  But after that its simple.  All you have to do is:

 

Step 1:  From the Main Screen of Jenesis click on Utilities

Step 2:  Select Agency Setup (QuickTip:  You can also hit Ctrl-A)

Step 3:  Click on the Defaults Tab

Step 4:  Click Edit Consent Form Default Message

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There are times when a client may assign Power of Attorney to another individual.  To protect yourself and your agency you want to make sure you have all the appropriate documentation indicating that Individual A has the right and permission to make changes to their account.

 

The Power of Attorney form in Jenesis is a document that you have your client sign, allowing this person to make those changes to their account and in effect act on your clients behalf.  To access it

Step 1:  Begin by pulling up your client

Step 2:  From the Client Main Screen click Tools

Step 3:  Choose the Power of Attorney Form

Step 4:  Print the form

 

For video instruction click below

View Video Here

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The SEP interface in Jenesis is driven by your browser.  There may be times in Jenesis where you see an error message that says “Object Variable or with Block Variable not set”.

Then the browser screen will come up instead of taking you to SEP and putting in the clients information.

To fix this issue

Solution 1

Step 1:  Close all browsers except 1

Step 2:  Click on the gear at the top of the browser and choose Internet Options

Step 3:  Disable the Smart Screen Filter

Step 4:  Click the Security Tab

Step 5:  Un-Check ‘Enable Protected Mode’ option  and Apply

Solution 2

If this continues to be an issue once you have applied these steps then

Step 1:  Click on the gear at the top of the browser and choose Internet Options

Step 2:  Go to Advanced Tab

Step 3:  Click the Reset Button

Step 4:  Repeat Solution 1

 

For video instruction click here

View Video Here

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Jenesis version 16.4.0 and higher allow you the ability to add an email signature.

This email signature will automatically appear every time you send an email from Jenesis saving you time and making your job just a little easier.

To set it up

Step 1:  Go to User Setup

Step 2:  Find your profile or the profile of the person you want to add an email signature for

Step 3:  Look for the Email Credentials section and Click Add/Edit Email Signature

Step 4:  Type in the email signature as you want it to appear and click Ok

 

This video will show you how

View Video Here

 

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PhoneTree is an automatic dialer that makes calls and sends text messages and emails to your customers regarding their policies.

For PhoneTree to work properly you should take the following steps daily right before you leave the office.

Step 1:  From the Main Screen in Jenesis go to Tools

Step 2:  Click PhoneTree

Step 3:  Hit Build List, wait for it to process and click OK

Step 4:  Now open the PhoneTree software and click the Call Center Tab

This will make sure that your PhoneTree runs properly at its appropriate time.

 

 

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Effective 10/1/15, NC moved from a 2 digit territory to a 3 digit territory, but the NCRB aligned the territory assignments to be by zip. Due to these changes when you pass quote information from Jenesis to the Carrier you no longer need a territory but only a zip code.

We opted to leave the territory field in Jenesis for now in the event that you may still want to capture that information but it is not required and therefore no longer automatically generates.

Check out the video for more information

View Video Here

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There can be a number of factors related to your network and computer equipment that can affect the speed of Jenesis.  Here are a few things to check that might help.

  • Confirm your network switch is a gigabit and not 10/100.
  • Confirm all your network cards a gigabit and not 10/100.
  • Never have Jenesis open more than once on the same computer.
  • Only use a wired network connect. Wireless connections will be slower.
  • Clean up MSCONFIG.
  • Run C-Cleaner and Malwarebytes on every computer. Download CC Cleaner and/or Malware Bytes
  • Check the CPU processing percentage.

Please consult your technician if necessary.

 

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A Compact and Repair is only necessary when you do a Jenesis Version Update!

 

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A compact and repair essentially cleans up your data.  Over time as your client base grows so does your data.  As you enter information temporary files are created that can take up space over time.  Running a Compact and Repair can remove any unnecessary temp files or tables essentially tidying up.  It can also find and repair any damaged files that may have due to things like network interruptions.

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Formstack Logo

Formstack is a 3rd party partner of Jenesis that allows you to send and have documents signed easily and efficiently.  You can send images, receipts, statetments of no loss and a variety of other documents quickly and easily.  Partners like InsureSign make going paperless and being able to serve more customers easy, which increases your efficiency and makes more time for you to make money.  And lets face it, we all like money.

We also make it easy to get those documents back in to the software.

Click here to find out how to import Formstack Documents back in to Jenesis

 

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Jenesis247 allows you to log in from any computer any where 24 hours a day 7 days a week.  Its easy to use and lets you monitor your policy information from the ease of your home and even when travelling.

To log in you simply follow these steps:

  1.  Make sure you have the vWorkspace client installed on your machine.
    • go to www.jenesis247.com
    • Click the Downloads tab
    • Choose Windows or Mac
    • Install the Client
  2. Enter your username and password
  3. Click the Icon with the Jenesis globe
  4. Sign in with your Jenesis Username and password

Click on the video to see how

View Video Here

 

 

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Step 1:  Choose a policy and enter finance contract information for that policy

Step 2:  Go to the Client Main Screen and select Premium Finance

Step 3:  Open the Finance Contract and Add any additional policies

Step 4:  Enter your new downpayment and hit recalculate

Step 5:  Print the contract and have the customer sign it

Unable to display content. Adobe Flash is required.

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Emailing multiple people in Jenesis is simple.

Step 1: Type in the first email address
Step 2: Put a comma after the email address
Step 3: Type the next email address

Note: Do not include spaces after the comma. This will prevent the email from sending

Ex. jenna@jenesisooftware,cindy@jenesissoftware.com

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A renters policy falls under the Personal Property – Homeowners umbrella.   Home policies are broken down in to a variety of forms that include various coverages.

Renters is considered HO-4.  This policy does not include coverages for structure or other structures and generally has an increased value for contents.

To enter this quote type in Jenesis follow these easy steps

Step 1:  Add a new quote

Step 2:  Gather the information from your client and choose Homeowners as your type

Step 3:  Click the property detail button and enter HO-4 in the policy form field

Check out the video for additional help

View Video Here

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Jenesis makes tracking how the company sends commissions and renewal letters easy.

Step 1:  Go to Utilities and click on Company Setup

Step 2:  Find the Company you are looking for

Step 3:  Look for the field labeled Commission Method and/or Renewal Method

Step 4:  Make your selection from the drop down menu.

  •  In the Commission Method field choose “retain  commission” if you keep part of the commission and choose “receive commission”  if you receive a check for the commission.
  • In the Renewal Method field choose “Agency Only”  if the renewal letter is sent just to the agency, and choose “Agency & Insured” if both parties receive the renewal letter.

Check out the video for more help

View Video Here

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The open suspense report allows you to see any uncompleted suspenses and even work them directly from the report.

Step 1:  Click Reports and Production from the Main Screen

Step 2:  Choose the Misc. tab

Step 3:  Place a check mark next to the Open Suspense report

Step 4:  Filter by User if you prefer

Step 5:  Click Preview

Watch the video for more detailed instructions

View Video Here

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To make all  your information upper case you just need to hit the Shift and Caps Lock Key at the same time on your keyboard.

View Video Here

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Jenesis Insurance Agency Management System lets you print or email a certificate holders list for each of your clients.  Its super easy.

Step 1:  Click Certificate

Step 2:  Click Cert Holders List

Step 3:  Either Print or Save to Images

View Video Here

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To change your password inside Jenesis Insurance Agency Management System you must be an administrator or have permissions to make the change.

Step 1: Choose Utilities from the Main Screen
Step 2: Select User Setup (you can also hit Ctrl-U on the keyboard)
Step 3: Look for the Password field and type in your new password
Step 4: Close out of Jenesis and sign back in.

View Video Here

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Jenesis Insurance Agency Management system allows you to copy and paste in a variety of areas including the VIN fields.
All you need to do is right click and a box will pop up and allow you to Undo, Cut, Copy and Paste. Jenesis also makes a note in certain situations.

View Video Here

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Jenesis Agency Management System offers you easy and convenient ways to manage your clients credit card information, making it easy and simple for them to make payments without them even having to leave the convenience of their home. And now you can even search by their information.

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You can easily switch some of the areas on the main screen of Jenesis to show customized information.  Switching between things like your calendar, expiration lists, and renewals is simple.

Just click on the drop down and highlight the information you want to see in that area.  We have also added new options for agents to see New Business Polices as well.

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Adding a Payee Address is easy.

Step 1:  Go to Tools and click Jbooks from your main screen

Step 2:  Click Check Register

Step 3:  Put in the Account you want to complete an entry for

Step 4:  Add the entry (You can also Import Payments from Jenesis to add your receipts easily)

Step 5:  Click Show Address

Step 6:  Enter the address for the Payee

Once entered the Address will appear in the Memo/Notes section.  It can be edited by typing or double clicking in that field as well.

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Pending Quote – You still need to do work on the quote.  IE need to call the customer back to tell them the rate, rate it with another company etc.  If a quote remains in this status it will continue to show up on your main screen in the quote control section.

Quoted –  Used after you have given the customer the quote and are finished with it.  this status will remove the quote from the quote control section on the main screen of Jenesis.  This status also triggers the Quote Follow up letter and the Remarket Quote letter

Pending App –  Indicates that your client intends to write the policy and has a pending application.  Could be due to underwriting or a number of other instances.  If a quote remains in this status it will continue to show up on your main screen in the quote control section.

Written – Indicates that the quote was written and turned in to a policy.  Your quote will change to this status automatically when you Export to Jenesis

Closed – Rarely used but if needed can be used when you receive a quote online and cannot contact the customer to give them the rates.

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Jenesis allows you to generate emails and direct mail related to specific events for your customers.  To disable notifications please follow these steps

Step 1:  Pull up the clients profile

Step 2:  Click Notifications

Step 3:  Find the type of notification you want to disable (ex.  Email, Direct Mail)

Step 4:  Place a check mark in the box next to that type

Step 5:  Hit Close

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Step 1:  Access User Setup by clicking Utilities and User Setup or hit Ctrl-U on the keyboard

Step 2:  Select the User you want to clone.

Step 3:  Hit Clone User

Step 4:  Enter the name of the new User

Step 5:  Click OK

Step 6:  Enter any personal information in the new user profile

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Step 1:  Go to utilities and Agency Setup

Step 2:  Click the communications tab and look for the text message section

Step 3:  Place a check mark next to the text communication that you want to send

Step 4:  Add the content for the text message

Step 5:  Click OK

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Step 1:  Go to the policy you want to review

Step 2:  Click on Endorsement from the top ribbon

Step 3:  Click on either drivers or vehicles in the endorsement review section

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Click on the More Options button on the Receipt screen and click on the Email or Text button. Watch the sort video below to see this work.

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Sending a Certificate of Insurance to multiple holders is easy

Step 1:  Access the client profile

Step 2:  Choose the Commercial Tab

Step 3:  Click the Certificate Button

Step 4:  Choose “Add a Cert Holder”

Step 6:  Hit the Ctrl Key and select as many as you like

Step 7:  Hit the Print button

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Creating a Commercial Lines Proposal is quick and easy.

Step 1:  Double click on a commercial quote

Step 2:  Click Forms from the Menu at the top

Step 3:  Choose Commercial Insurance Proposal

Step 4:  Click Create New Proposal

Step 5:  Click the folder icon next to AM Best Rating

Step 6:  Highlight the quote proposal you want to add

Step 7:  Repeat Step 6 until you have added all that you need to

Step 8:  Print Proposal

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Step 1:  Choose the document you want to email

Step 2:  Hit the Email or Text button

Step 3:  Create the content of your email and even save it as a template or use an existing template

Step 4:  Hit Send

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Website (5)

85% of consumers use the internet to search local businesses.  That makes it even more crucial to have a presence there.

Adding your Business to Google My Business is a key step to making sure your clients can find your when they need to.

Check out this video for more help

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There are alot of reasons that you should work towards getting Google Reviews

  • Google can be a social tool to help you promote your Business.
  • It also contributes to SEO if you have a Website, and ultimately your page ranking.
  • Google is the first landing spot if anyone searches your business and wants to know what people think.
  • Reviews help customers feel more comfortable with their interactions with you.
  • It can help make or break a customers decision to work with your business.
  • In the long run it can help you generate more revenue and grow your business.

For more information please see our article on How to get Google Reviews.

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The first step is to promote, promote, promote!  If you don’t remind people they won’t do it unless they have a bad experience.  So as a part of your branding efforts , you as a business owner need to do everything you can to encourage your clients to share their stories.

You probably want to start with getting a short code for Google Reviews.  You can use any one that you like.  There are plenty out there, but I have found success here https://pleper.com/index.php?do=tools&sdo=google_review_link

You will need your Google Map Address Link

Once you have the short code you can use it in a variety of places.  Let me offer some suggestions.

  1. Facebook – Post regularly on your business Facebook page and ask people to give your business a review.  Include your shortcode URL so that people can easily link.
  2. Add your shortcode to your Email Signature.  We all send a variety of emails each day and what better place to promote  your reviews.
  3. Simply ask your customers.  If someone has a great experience with you, just ask them to go to Google and give your business a review.

You can also do several things inside Jenesis to help promote your reviews

  1. Add your shortcode to your email signature in User Setup
  2. Add your shortcode to your receipt message
  3. Add your shortcode to memos and system letters

Be creative.  Google loves organic personal information about a business.  The more you can have the more you increase your chances for a higher ranking in Google searches.

 

 

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Blogging is a great way to increase SEO value and add content to your website that is useful to your clients.

Step 1 is to configure your blog page the way you want it.

Here is a little tutorial on how to do that.

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Creating WordPress Blog Posts is super easy and simple.  It allows you to add media, configure fonts, text colors and a variety of other options.

Check out this quick video to see ways to create simple text blogs.

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Marketing (9)

Have you been wanting to create an email blast or an email campaign to specific groups of target clients?

Well, Jenesis insurance software for agents now has a list building feature you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use the email list builder, which will allow you to search for and compile a list of potential, past, or current clients based on custom criteria like age, policy dates, and more.

Jenesis Classic – Email List Building

From the Jenesis Main Screen, select Forms and Letters from the grey menu bar at the top, and Email List Builder from the drop down menu.

The Email List Builder box allows agents to search for clients meeting certain criteria. This could be active clients, in a certain age range, with cancellation or quote dates within a date range, or even with more than one policy.

Agents will want to search for target clients based on the purpose of the campaign.

Once the search criteria has been entered, select the Build List button at the bottom of the box. You’ll receive a pop-up asking if you want to open that folder. Select yes, and a folder containing a text document will be soon displayed.

That text document will contain all emails, names, and phone numbers of the clients that fit your search criteria.

From here you can craft your email, create a call list, etc.

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Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System.  Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects.  And why not?

Setting them up is easy
Step 1:  Click Utilities from the Main Screen
Step 2:  Go to Agency Setup
Step 3:  Select Communications
Step 4:  Place a Check mark in the box next to the campaign you want to use (in this case previous customer and direct mail, email, text or any combination)
Step 5:  Click the Edit box
Step 6:  Create your content
Step 7:  Set your Criteria

Note:  Email and Text will send automatically.  Direct Mail must be printed through Forms and Letters on the Main Screen.

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Ivans and Jenesis are the perfect combination to help you connect with your carriers.  Jenesis features an Ivans button in our ribbon that allows you to connect easily.

Step 1:  From the Main Screen click Ivans in the Ribbon
Step 2:  Choose Ivans Exchange or Market Appetite
Step 3:  Log in

For information on how to use Exchange and Market Apetite check out these videos

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Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working for your business.

To track a Prospect and a Source

Step 1:  Click Add Client
Step 2:  Choose Prospect in the Status
Step 3:  Select the Source in the Source field

To Pull the Prospects by Source Report

Step 1:  From the Main Screen select Reports
Step 2:  Choose Production
Step 3:  Select the Marketing Tab
Step 4:  Place a check mark by Prospects by source
Step 5:  Select Preview

Remember you can drill down from this report.  You can also print the report, Save to Images or Export any report in Jenesis.

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If you already have a PhoneTree device and you are signed up for the service with Jenesis there are no additional costs associated.    You can send unlimited text messages, phone calls and emails to your customers.

PhoneTree helps you communicate with your customers, keeping them informed and making sure you are providing them with the best service possible, while saving time.

Another advantage is that it helps promote your brand versus the client getting a call or letter from the Company instead of your agency.

When used with Jenesis, PhoneTree can send calls, emails and texts about:

  • Additional Premium
  • Found you a Better Rate
  • Happy Birthday
  • Medical Supplement
  • Welcome to New Customers
  • Pending Cancel
  • Thanks for the Quote Referral
  • Recent Quote Follow Up
  • Past Quote Re-market
  • Renewal Reminder
  • Non-Renewal Notice

The best part is that you can personalize your own messages and when its making calls, its your voice and not someone elses.

That about sums it up.  We have used PhoneTree for years and its really helped us keep customers and bring in new ones.

 

 

 

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Hi Guys,

Over the years I have gotten numerous questions as to what people should put in the Communications tab when setting up System Letters.  Here are some examples.

AP  Letter

According to our records your insurance policy has an additional premium due.

If you have made the payment please disregard this notice. If you would like to break this into smaller payments and you have more than one payment left on your installment plan you may be able to finance this additonal premium. Please call or come by the office as soon as possible to discuss your options.

Better Auto Rates

It is almost time for your auto insurance policy to renew for another term.   Because we want to save you money, we are proud to let you know we have shopped your insurance with several other companies our agency represents and have found you a less expensive rate!

Please come by our office BEFORE the renewal date below in order for us to complete some additional paperwork.   Again, we congratulate you on your new lower premium and thank you for making our jobs possible.

 

Happy birthday Letter

Happy Birthday from your friends at Carolina Insurance!  Our advice is simple: have a great birthday!

We appreciate your business and look forward to serving you for another year.

 

Med Sup PostCard

If you are approaching age 65, beyond age 65 or know anyone who is in either of these situations, we can answer your medicare supplement questions and find you the best rate and coverage.

Give Eddie a call today at 828.245.5433 or send him an email at eddie@carolinainsurance.com for more information.

 

Mid Term Cancel

This is a friendly reminder that your insurance policy canceled on the date below. If this information is not correct, please contact our office

If it is correct, you are very important to us!  We want to help you avoid an uncovered loss and DMV penalties and fees.  Please call us today and we will do everything possible to make sure you are covered.

 

New Customer

Hello!  On behalf of the Carolina Team, we are thrilled to have you with us!  We would love to take care of all your insurance, so please give us a call so we can help you with any other quotes.

Send us a referral, get a Carolina t-shirt!  Let us know if there is anything else we can do to help you

 

Non Renew

Have you renewed your policy?

Our records show that your insurance policy has not been renewed. If you sent payment directly to the insurance company, you may disregard this notice.  If you have not renewed your policy, please call us to see what is needed to reinstate your policy.  We may be able to help you avoid penalties and fees.

Please call us today and we will do everything possible to make sure you are covered.

 

Quote Followup

On behalf of the Carolina Team, we are thrilled to have the opportunity to quote your insurance!  We hope we are the agency you choose to take care of all your insurance.

Please let us know if there is anything else we can do to help you and thank you for contacting us

Your friends at Carolina Insurance

 

Quote Referral

Thank you so much for your recent referral!  We have an awesome Carolina T-shirt waiting for you at our office.  Please drop by when you have a moment, so that we can give you your shirt and thank you in person!  Please continue to tell your friends.  We appreciate it very much.  It is a pleasure having you as a customer

Sincerely,

The Carolina Insurance Team

Referral

Thank you so much for your recent referral!  We have an awesome Carolina T-shirt waiting for you at our office.  Please drop by when you have a moment, so that we can give you your shirt and thank you in person!Please continue to tell your friends.  We appreciate it very much.

It is a pleasure having you as a customer!

Sincerely,

The Carolina Insurance Team

 

Remarket Quote

Thank you for allowing us to quote your insurance in the past.  If you are a current customer, we sincerely appreciate your business, and want to take care of all your insurance.  If we can quote other policies for you, please give us a call!

If you are not a current customer, we would love to beat the rate you have now on your insurance.  We think we can.  Give us a call or drop by the office.  We would love to speak with you!

Renewal W/D

We at Carolina Insurance would like to take this opportunity to say a special “Thank You” for allowing us to handle you insurance program.  We would also like to remind you that it will soon be time for your insurance policy to renew. You may pay in full directly to the Insurance Company through the mail, or you may come by the office no later than the due date below to set up your payments in monthly installments.   REFERRAL PROGRAM Ask us how you and your friends can earn extra cash just by getting an insurance quote from our agency.  Please allow us to take this opportunity to thank you for your business. It is a pleasure having you as a customer and we will always strive to service your needs.

 

Renewal W/O DP

It’s almost time to renew your policy!

Reminder: Your policy will cancel on the evening of the date below. After that date, a fee will be required to reinstate your policy.

We welcome you to drop by to renew your policy; however, if it’s easier for you, you are welcome to give us a call and renew by phone!

It is a pleasure having you as a customer!

 

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Step 1:  Go to utilities and Agency Setup

Step 2:  Click the communications tab and look for the text message section

Step 3:  Place a check mark next to the text communication that you want to send

Step 4:  Add the content for the text message

Step 5:  Click OK

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Step 1:  Make sure you fill in the Homeowner field in each policy

Step 2:  Pull the Auto without Home Report (Reports/Production/Marketing)

Step 3:  Create memos or letters for these customers offering them your renters product

View Video Here

 

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Insurance Software Solutions –  When setting up your email campaign its easy to preview the emails prior to them being sent.  Follow these easy steps to make it happen

  1. Go to Agency Setup from the Jenesis Main Screen
  2. Click the Communications Tab
  3. Look for the Email Column
  4. Select the Campaign you wish to set up
  5. Say Yes when it asks you to preview

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