Questions and Answers

FAQs

best agency management system

 

 

Frequently Asked Questions on Jenesis: The Best Agency Management System

How do I use Company Setup – “Other” in JenesisNow?

Here’s how to use the new Company Setup - “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow. https://youtu.be/ZX7ZtNcBCIA JenesisNow - Company Setup “other” To add a new ... Read More

How do I Filter Suspenses in JenesisClassic?

Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses! https://youtu.be/a6wQ24Xg8VU   JenesisClassic - Filtering Suspenses Changes have been made to the ... Read More

How do I setup social security number permissions in JenesisClassic?

JenesisClassic is more secure than ever, displaying only the last 4 digits of the clients’ social security number. This video tutorial will show you how to adjust the social security number display ... Read More

How do I setup carrier & coverage in JenesisNow?

You have a new carrier & coverage to offer in your agency, but how do you set them up in your JenesisNow system? https://youtu.be/l1_LQIwG3x4   JenesisNow - Company Setup From the JenesisNow dashboard once you log in, select Read More

How do I use the Tabs feature in JenesisClassic?

https://youtu.be/k7psHlEex_Q   JenesisClassic - Tabs Feature JenesisClassic windows now open as tabs instead of maintaining all navigation inside one window. Now you can navigate from the Dashboard window into a customer profile Read More

How do I rename the Suspense box in JenesisClassic?

https://youtu.be/BQYFTaVzlgE   Introducing the option to rename the Suspense box in JenesisClassic - one way Jenesis is making your life easier. Jenesis insurance software for agents was thoughtfully designed to help insurance ... Read More

What are the steps to Integrate Outlook in JenesisClassic?

https://youtu.be/AS5L04mKwp0   Our newest feature in JenesisClassic - email integration with Gmail and Outlook is now available. Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more ... Read More

How do I Generate Reports in JenesisNow?

https://youtu.be/fK8X65VRCgE It’s no surprise you want to know how to generate reports in JenesisNow. Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable ... Read More

How do I print Forms, Applications & Certificates in JenesisNow?

https://youtu.be/ENEasI4Hk-g   JenesisNow - Forms, Applications & Certificates How to print forms, applications, and certificates in JenesisNow- Here are two examples: You need a certificate on a commercial policy. ... Read More

How do I Manually Renew Policies in JenesisNow?

https://youtu.be/m7k-dgh_S28   JenesisNow - Manually Renewing Policies Policy Renewals in JenesisNow is done manually beginning from the Client View screen. Maybe you’ve received the paper copy in the mail or an email from the ... Read More

How do I add a policy in JenesisNow?

https://youtu.be/y_A-PrFkbao   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 Read More

How do I do Endorsements in JenesisNow?

https://youtu.be/wPl3kYxgPXc   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 ... Read More

How do I attach an image or document in JenesisNow?

https://youtu.be/vg90-oU84TY   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 ... Read More

How do I quote Mobile Home insurance in Quote Control?

https://youtu.be/yaPPDf7LhD0   Read More

How do I use the rater in JenesisNow?

https://youtu.be/wc7tv7tooPQ   Read More

How do I use Tags in JenesisNow?

https://youtu.be/adqI_rSriRI   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 ... Read More

How do I merge clients in JenesisNow?

https://youtu.be/K3oRbjZ9UzE   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 ... Read More

How do I add an email signature in JenesisNow?

https://youtu.be/M8Tb7lirKxA   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 ... Read More

How Do I Set Up JLinks in JenesisClassic?

  https://youtu.be/-FBYHfw9hTA   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 ... Read More

How Do I Turn on Less Secure Apps Option in Google/Gmail?

https://youtu.be/GhS_fnW0u44 Read More

How Do I Use Two Factor Authentication in Google/Gmail (2 Step / 2FA Settings)?

https://youtu.be/TMITQlS8soQ Read More

How Do I Enable Gmail IMAP?

https://youtu.be/B43HuHHHZtg Read More

Does Jenesis integrate with Imperial Premium Finance Company?

https://youtu.be/q5GAlmP5Hfo To learn more about how JenesisClassic integrates with Imperial Premium Finance Company, watch this video. Read More

Have you been wondering how to adjust the color scheme in JenesisClassic?

https://youtu.be/8F2QnOlHhbA   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 ... Read More

Have you been wondering how to use SimplyEasier Payments in JenesisClassic?

https://youtu.be/cJgXN9H69ZM 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 ... Read More

Have you been wondering how to use Formstack (formerly InsureSign) in JenesisClassic?

https://youtu.be/uJ7cbLQq-68   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 ... Read More

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

https://youtu.be/6Ye9hV4-rc4   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 ... Read More

Have you been wondering how to integrate and use Formstack (formerly InsureSign) in JenesisNow?

https://youtu.be/ZtlORdbmGYc   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 ... Read More

Have you been wondering how to integrate and use Sprucebooks in JenesisNow?

https://youtu.be/wZXWKvcc40g 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 ... Read More

Have you been wondering how to integrate and use SimplyEasier Payments in JenesisNow?

https://youtu.be/KFXse8e4F1o   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 ... Read More

How do I see a list of most recently viewed clients?

https://youtu.be/F0dAqdJLBXE   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 ... Read More

How do I view prior policies (generations)?

https://youtu.be/YtVx9cb3m40 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 ... Read More

What options JenesisClassic provide for storing details of Life and Health policies?

https://youtu.be/SHxLU2V87AM   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 ... Read More

Jenesis Classic – Do you want to create an email list for an email campaign?

https://youtu.be/WfI1U0uMQhc 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 ... Read More

JenesisClassic – Have you been searching for Acord Forms?

https://youtu.be/hxPMLhIik3g 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 Read More

JenesisClassic – Progressive Download Setup FAQ

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 ... Read More

How Do I Add A Client In JenesisNow?

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 ... Read More

How Do I Use The Client General Tab in JenesisClassic?

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 ... Read More

How Do I Use The J-Capture Feature in JenesisClassic?

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 ... Read More

How Do I Enter a Life or Health Policy in JenesisClassic?

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 ... Read More

How Do I use JLink Notes in JenesisClassic

https://youtu.be/MYaqi7b6FxM   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 ... Read More

JenesisNow Dashboard Configuration FAQ

https://youtu.be/BI3hf322UQk   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 ... Read More

Linking Profiles in JenesisClassic

Now you can link two related yet separate policies together, which works well for partners, family members, and couples. https://youtu.be/Xh_mIbZHsVE   JenesisClassic Linking Profiles Beginning at the Client Main Screen in ... Read More

JenesisClassic – Acord Library FAQ

https://youtu.be/hxPMLhIik3g Read More

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

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

Can I search by Vehicle Number VIN?

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 ... Read More

How can I create a Suspense from my Notes?

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 Read More

Can I track Credit Card Information in Jenesis?

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 ... Read More

How can I track Quotes from the Client Level?

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:  Read More

Can I link to Finance Companies in Jenesis?

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 ... Read More

How do I track Claims in Jenesis?

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 ... Read More

Is there a J-Link for Heritage Insurance?

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 Read More

Can I track Prospects by Source?

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 ... Read More

How do I create and email Favorite Reports?

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

Can I filter my Downloads by Location?

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 Read More

How do I View a Memo as a PDF or Save it to Images?

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 ... Read More

How to Edit a Certificate Holder

View Video Here Read More

How do I access Ivans Exchange and Market Appetite?

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 ... Read More

How do I use Ivans Exchange to check my downloads?

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 ... Read More

Can I use Jenesis on a Tablet, iPad, or Smartphone?

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 ... Read More

Can I send letters to previous customers?

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 ... Read More

Can I export Policy Information back to Quote Control?

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 ... Read More

Can I track why clients purchase and why they leave my agency?

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 ... Read More

Can I send a Thank You to customer who renew?

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 ... Read More

How do I do a mass client merge?

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 ... Read More

Can I filter downloads by Location?

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 ... Read More

How can I export a production report to excel?

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

How do I copy a Recently Created Acord Form?

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 ... Read More

How do I print and Acord 152 Commercial Inland Marine form?

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 Open your Commercial Inland Marine Policy Read More

How can I filter by policy status?

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: ... Read More

How can I add an Invoice Footer?

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 ... Read More

Can I search suspenses?

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 ... Read More

How do I link to Erie Policies?

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 ... Read More

How do I filter Quote Control by user or location?

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 ... Read More

How do I pull Full Coverage and Liability Auto Reports?

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

How do I access the Acord 36 (Agent Record of Change)?

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: ... Read More

How do I Email ID Cards, Statements of Coverage, Invoices and Receipts to my customers?

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 View Video Here Read More

How do I create Commercial Lines Proposals?

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 ... Read More

How do I sent a Commercial Certificate to multiple holders?

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 ... Read More

What options do I have when taking a credit card payment in Jenesis?

Jenesis provides you a variety of insurance software solutions when it comes to taking credit card payments.  Credit Card to Company - Simply select this as a payment type when doing a receipt, J-link to your company and take your payment ... Read More

Can I preview the emails Jenesis sends out?

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 Go to Agency Setup from the Jenesis Main Screen Click the ... Read More

How can I cross sell to renters?

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 ... Read More

How do I email a receipt from Jenesis?

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. View Video Here Read More

How do I review commercial endorsements?

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 View Video Here Read More

Can I view attachments that are in a clients notes?

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 ... Read More

How can I view everything that downloaded in to Jenesis?

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 Read More

How can I set Jenesis up to send automatic text messages to clients?

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 Read More

How can I clone a user in Jenesis?

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: ... Read More

How do I manage batch scanning in Jenesis?

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 Read More

How do I disable direct mail and email notifications to clients?

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 Read More

What is the difference in Quote Control statuses?

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 ... Read More

How can I add a Payee Address in Jbooks?

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 ... Read More

How can I pull a report that shows the longest active client or the highest premium clients?

Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by ... Read More

How do I use the Acord Library

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 Read More

How do I search by Certificate Holder?

Jenesis Insurance Agency Management System lets you easily search by Certificate Holder allowing you to find your commercial clients quickly and easily. Look for Advanced Search Options Click the Dropdown menu and find Certificate ... Read More

How do I customize my main screen?

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 ... Read More

Can I search by a customers credit card information?

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 Read More

Can I Copy and Paste VIN Numbers?

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 ... Read More

How do I change my password in Jenesis?

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 ... Read More

How do I print/email a list of Certificate Holders?

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 ... Read More

How do I find the Commercial Evidence of Property?

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 Read More

How do I search by Business Name?

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 ... Read More

How do I view a suspense on the policy level?

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 Read More

How do I type in upper case in Jenesis?

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 Read More

How do I download with AllState?

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 ... Read More

How can I pull a report for open suspenses?

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 ... Read More

How do I pull a report for my book of business?

Pulling your book of business is easy. Step 1:  Select Reports from the Ribbon at the top of the main screen Step 2:  Select Production Step 3:  Select the Personal or Commercial lines tab depending on which you need Step 4:  Place a Read More

How do I email saved images

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 ... Read More

Can I track how the company sends commissions and renewal letters?

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 ... Read More

How do I enter a Renters Quote?

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 ... Read More

How do I pull a Date of Birth Report?

To pull a Date of Birth Report Step 1:  Go to Reports Step 2:  Go to Production Step 3:  Go 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 ... Read More

How do I send an email to multiple people through Jenesis?

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 ... Read More

How do I add multiple policies to one finance contract?

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 ... Read More

How do I sign in to Jenesis 247?

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 ... Read More

How can I filter payments on the Remittance Report?

Filtering for specific companies on the remittance report is easy. Step 1: Click Reports and Remittance Step 2: Select a Date Range and the Locations for your report Step 3: Make sure the box next to Remittance Report is checked Step 5: ... Read More

How do I pull a list of Agency Transactions in JenesisClassic?

Sometimes an agency may need to pull a list of transactions performed by the agency or a specific user. Jenesis offers you this option. https://youtu.be/IzclRZ9I9e8   To pull it follow these simple steps: 1. From the Main Screen Read More

How do I file documents in Jenesis from Formstack (formerly InsureSign)?

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 ... Read More

What wording should I use in my Jenesis System Letters?

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 ... Read More

Why can I not see pending cancellations in my downloads from companies?

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.  ... Read More

How can I add a client through Downloads?

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 ... Read More

How do I create Blog Posts?

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. View Video Here Read More

How do I Configure my Blog Page?

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. View Video Here Read More

What is a Compact and Repair?

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 ... Read More

How often should I do a Compact and Repair?

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

Why is my Jenesis Slow?

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 ... Read More

Why does the territory in Quote Control no longer generate?

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 ... Read More

How do I get Google Reviews?

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 ... Read More

Why do I need Google Reviews?

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 ... Read More

How do I Edit Notes?

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 Read More

How do I add my Business to Google Places?

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 ... Read More

How do I delete a policy or a generation?

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 ... Read More

Why can’t I see any policies on the Client Screen?

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 ... Read More

Why should I use PhoneTree?

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 ... Read More

How do I manage PhoneTree in the Jenesis Hosted environment?

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 ... Read More

How do I fix policies needing a company assigned in downloads?

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 ... Read More

How do I email ID Cards from Jenesis?

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 ... Read More

How do I add an email signature in Jenesis?

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 Read More

How do I change the scanner I use for Jenesis?

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 ... Read More

How do I make critical notes pop up on a clients profile?

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 ... Read More

I’m getting an Object Variable Error message for SEP and/or JLinks. How do I fix it?

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 ... Read More

What is the Power of Attorney form?

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 ... Read More

How do I edit the default Consent Form Message?

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 ... Read More

How can I find a customer if I don’t remember their name?

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 ... Read More

How do I set up Text Messaging and Emailing in Jenesis

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 ... Read More

How do I update my version of Jenesis?

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 ... Read More

How do I move or transfer a policy from one client to another?

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 Read More

Need a great way to capture Images and Video to send to Jenesis? Check this out.

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 Read More

How do I make my electronic signature print on my forms in Jenesis?

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. ... Read More

How do you set a reminder to re-quote an existing quote?

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 ... Read More

How do pull a report that shows a list of customers by class in Jenesis?

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

Why do I see #Name and #Type errors when trying to print an Insurance Home Binder?

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 ... Read More

Can I search by home phone as well as the cell phone option?

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. Read More

How do I customize labels in Jenesis?

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 ... Read More

How do I change my Bank Draft Information?

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 ... Read More

How can I optimize the look of Jenesis? (Desktop Users Only)

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 ... Read More

How do I determine how many hours an agent has worked?

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 ... Read More

How do I access User Profiles in Jenesis as an Administrator?

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. Read More

Why won’t my home binder print?

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 ... Read More

How do I print a Homeowners Binder?

Binders can be printed for Home or Mobile Home Personal lines policies. To print a Binder Access the policy Select the Coverages Tab           Choose the Print ... Read More

How do I delete a Coverages Generation for a Homeowners Policy?

Open the clients profile Select the Policy Click the Coverages Button from the Policy Screen Choose the appropriate generation Double clicking the Filtered Text at the bottom left corner of the screen will show you how many generations Read More

How do I do a Compact and Repair?

Have everyone exit Jenesis Click Update Tools Click Compact and Repair Once Complete Exit and Open Jenesis View Video Here Read More

Why do I get a “Save, Drop Changes, Disregard” message box?

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 ... Read More

Why is my policy/client data showing # signs?

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 ... Read More

I do not currently use an Agency Management System. Why do I need one?

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 ... Read More

In IMAGES, are we able to access a scanned document and e-mail only a portion of it without e-mailing the whole document?

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

Is there a way to go back a couple weeks and list the clients that were accessed on a certain day?

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. Read More

What kind of scanner can I use?

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. Read More