Questions and Answers
Frequently Asked Questions on Jenesis: The Best Agency Management System
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)
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
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
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
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
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
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.
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.
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
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