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Frequently Asked Questions on Jenesis: The Best Agency Management System

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Clients

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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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 efficient, and this integration feature has been highly requested and is now ready. We’re so happy to announce that this affordable insurance agency management system from jenesissoftware.com just got better!

This video tutorial teaches you how to integrate Outlook email and Gmail messages with your JenesisClassic system.

JenesisClassic – Outlook Integration

To begin using Gmail or Outlook email integration, navigate from your user dashboard to Utilities. Select User Setup.

Inside the User Setup window, notice the space for Gmail and Outlook Credentials on the screen’s right side. Enter your email address and password and choose your provider from the drop-down.

Once complete, you’ll notice the provider’s icon (Gmail or Outlook) at the top – in the video example, you see the Gmail logo.

From inside a customer’s file, first, ensure there is a customer email address included in their customer profile. In the tabs below, the one furthest to the right is the Email tab.

Under this tab, you’ll view all email correspondence (sent and received) between the agency and this customer at the email address on record. From this window, you may select an email message and view or reply.

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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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