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best agency management system

Frequently Asked Questions on Jenesis: The Best Agency Management System

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Clients

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

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