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best agency management system

Frequently Asked Questions on Jenesis: The Best Agency Management System

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Downloads

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

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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

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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 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

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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

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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.

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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

 

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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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