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Frequently Asked Questions on Jenesis: The Best Agency Management System

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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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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 large plus sign.

If you click this plus sign, you’ll receive a pop-up containing potential dashboard boxes you may choose to add.

In any of the category boxes on the dashboard, you may select the cogwheel (settings). A pop-up will appear, in which you may select the box size, the policy owner, date ranges, status, and number to show. Make your selections and click the green Save button.

Clicking the title of the box will allow you to rename the box.

Boxes may be rearranged by clicking the light blue stripe at the top of each box and drag it to a new location within the dashboard window.

Reveal the names for the list of Icons along the left side of the screen by clicking on the “hamburger” at the top. The dark blue bar containing the icon titles will expand.

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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 communicate to the user about issues with non-working J-Links.

As an example, the admin has made several notes for the user to correct non-working J-Links. Issues such as missing passwords, invalid credentials, and login details can be easily communicated using the notes column adjacent to the site address column in the video.

This new feature, J-Link Notes, makes it easy for the admin setting up an account to communicate about broken or non-working J-Links, and makes it easy for the user to see what needs to be corrected.

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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 the top of the screen and select Acord Library. A small pop-up window will appear, entitled Library of Acord Forms.

All of the forms listed (even those with the asterisk) are blank. Select the Open Blank Form button if you’d like to open the blank version of one of the forms listed. No pre-filled forms are available from this menu navigation option.

To access prefilled Acord Forms:
Select a Client from the Client List box on your Dashboard and navigate into one of their policies. Select Forms from the menu bar at the top, and Acord Library from the drop down menu. A small pop-up window will appear, entitled Library of Acord Forms.

From within the client’s policy, any of the forms in the list are available, prefilled and blank. Click on the form desired and select either the Open Blank Form or the Open Prefilled Form button, depending on availability and your desired task.

Notice in this example, I’m able to select a form with an asterisk and the “Open Prefilled Form” button becomes available.

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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 you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Simply Easier Payments, which will allow you to process credit card payments with SimplyEasier Payments efficiently.

JenesisNow – Simply Easier Payments (SEP)

To Integrate SEP:
Beginning at the JenesisNow main screen, from the vertical menubar on the left, select Agency and All Locations. From the list of agency locations, select the location for which you’d like to turn on SEP.

Inside the Edit Agency Location screen, notice the box entitled Integrated Accounts.

To add a new SEP account, click the plus sign in the box header to the right of “Integrated Accounts”. You’ll receive a pop-up prompt to enter the username and password to your SimplyEasier Payment Account.

Once completed, the account information is added automatically added in the SEP tab of the Integrated Accounts box. Ensure the checkbox is selected to add SimplyEasier Payments as the default option.

To Use SEP:
From the Dashboard (JenesisNow Main Screen), select a client and a policy. From within the Client Policy View, click the plus sign in the box labeled Receipts. When creating a new receipt in this example, the Payment To drop-down should reflect your agency and the payment is a Credit Card to Agency. Once you complete the Amount Due and Amount Tendered, the blue “Online Credit Card” button becomes available.

After the “Online Card to Agency” is selected, you’ll receive a pop-up prompting you to choose a SimplyEasier Payments account. It may also request you select a default options. Selecting Continue will open up a new SimplyEasier Payments window where your Client’s information should be autofilled at the top. Fill in the payment and fee values and then enter the credit card and billing information before clicking the Next button at the bottom.

When you receive a confirmation number for the processed payment, copy and paste that in the “Check/Confirmation No” space in the Receipt window in JenesisNow. Select the green Save button in the bottom right. From here, receipts may be emailed or printed, by selecting the desired option’s green button.

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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 about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Sprucebooks to process payments efficiently.

JenesisNow – Sprucebooks

Once you’ve set up a Sprucebooks account separately, call tech support to let them know and so they can create the API and URL keys. The technical support team will enter that information for you, but if you’d like to view it:

Beginning from the JenesisNow dashboard, select Agency and All Locations from the vertical menu on the left side of your screen. An Agency Locations screen with all locations will appear, from which you’ll select the location with which you’re using Sprucebooks.

By selecting that location, the Edit Agency Location screen will appear, on which you’ll see a box entitled “Integrated Accounts” toward the right side. By selecting the Sprucebooks tab and the Edit button, you may view the API key and your password.

To Use Sprucebooks:
From the Dashboard, select a client and a policy. From within the Client Policy View, click the plus sign in the box labeled Receipts. When creating a new receipt in this example, the Payment To drop-down should reflect your agency and the payment is a Credit Card to Agency. Once you complete the Amount Due and Amount Tendered, the blue “Online Credit Card” button becomes available.

After the “Online Card to Agency” is selected, you’ll receive a pop-up prompting you to choose a Sprucebooks account. It may also request you select a default options. Selecting Continue will open up a new Sprucebooks Payments window where your Client’s information should be autofilled. Fill in the credit card and billing information before clicking the Process Payment button at the bottom.

When you receive a confirmation number for the processed payment, copy and paste that in the “Check/Confirmation No” space in the Receipt window in JenesisNow. Select the green Save button in the bottom right. From here, receipts may be emailed or printed, by selecting the desired option’s green button.

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Have you been wondering how to integrate and make the best use of InsureSign in combination with JenesisNow?

Jenesis insurance software for agents now has a InsureSign integration feature you MUST know about! This video tutorial teaches you how to setup and use InsureSign to securely and efficiently obtain signatures on policy documents.

JenesisNow – InsureSign

Once an InsureSign account is established, from the JenesisNow dashboard, select Agency and All Locations. Select the location with which you want to use InsureSign.

From the Edit Agency Location screen, the “Location Options” in the bottom right shows an InsureSign Integration. Move the slider to reflect “On” and the InsureSign icon will appear in the blue menu bar at the top of your screen.

InsureSign can be accessed from anywhere in the main dashboard screen by selecting that squiggly-line icon. An InsureSign screen will be displayed, inside which you can upload files, name them, and search/select clients’ names and email addresses, add additional participants or carbon copy, and send.

The InsureSign button is visible in the Actions box located in the bottom right of the Client View screen.

That same button is also available in the Actions box from within a specific policy on the Client Policy View screen.

This example begins from the Client Policy View:
Select the InsureSign button and click the green “Clients Location” button from the pop-up.

Upload a document and name it (it will not send until named). The names and emails associated with the current client’s account will be auto-populated.

You may add or delete a participant, spouse, and add or delete a cc prior to clicking the green “Send” button at the bottom of the screen. Once sent, the system will open a new tab in your browser and automatically log you into your InsureSign account.

Once the document is loaded, you may add a participant or add your own signature using the blue buttons. After the Next button is selected, options for the client’s signature, printed name, initials, and more are displayed in red boxes to the left.

Drag and drop the red field options onto the document where completion is required. Scroll down to add additional fields to pages throughout the document and click the Next button when complete.

The document name and message (editable), an option to password protect, and the client’s email address is displayed in the left column on the screen. Once you’re satisfied with the details, click the Send button.

You’ll be auto-directed back to the InsureSign main screen. Select My Documents, where you’ll see the Status of the item shows “Out for Signature”.

When completed by the client, Status will automatically update to “SIGNING_COMPLETE”. Download the file by clicking the drop-down arrow beneath Actions, and select download.

From within the Client Policy View screen in JenesisNow, click the “+” symbol by Media/Files and drag/drop the signed, downloaded document.

We suggest renaming the file.

The signed, saved file should be visible in the Media/Files box on the right side of the Client Policy View screen. Click there to view it at any time.

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Have you been wondering how to integrate and make the best use of InsureSign in combination with JenesisClassic?

Well, Jenesis insurance software for agents now has a InsureSign integration feature you MUST know about! This video tutorial teaches you how to setup and use InsureSign to securely and efficiently obtain signatures on policy documents.

JenesisClassic – InsureSign (Formstack Sign)

To demonstrate how Jenesis Classic integrates with Formstack Sign (formerly InsureSign), we’ll walk through processing signatures on a cancellation form as an example.

Select Forms from the top menu bar, and then a cancellation form. From the pop-up box, click the InsureSign button.

Separately, log into InsureSign. In the Documents Overview screen, you’ll see the document populate. Select the blue Next button located toward the right on that screen.

Select the “Add Participants” button and complete the name and email of the signee. Then either select the “You Need to Sign” button or Next.
The next step involves dragging signature, date, initials or other fields over to the document to indicate where your customer should sign. Repeat the process for your signature requirements.

Finally, name your document, edit the message if needed, and select the Send button.

From the the InsureSign main screen. Select My Documents, where you’ll see the Status of the item shows “Out for Signature” or, if you need to sign it, “Waiting for my signature”.

When completed by the required parties, Status will automatically update to “SIGNING_COMPLETE”. Download the file by clicking the drop-down arrow beneath Actions, and select download.

From within the Client Policy screen in JenesisClassic, click the Policy Images button toward the bottom of the screen.

A window for J-Images will appear where, under category, you’ll select “Cancellation Request” (because that’s what we just processed as an example, in the future, you’ll select the applicable file name for your policy). Select the “Import InsureSign Images” button and follow the prompts to save the downloaded, signed document from your computer into J-Images.

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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 MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!

This video tutorial teaches you how to setup and use Simply Easier Payments, which will allow you to process credit card payments with SimplyEasier Payments efficiently.

JenesisClassic – Simply Easier Payments (SEP)

To setup SimplyEasier Payments:
Once you complete the sign up process with SimplyEasier Payments, you’ll receive a key. Call Jenesis for technical assistance where we can turn on the SimplyEasier Payments feature for you.

To enter the SimplyEasier Payment’s key code provided to you upon registration, begin at the Dashboard. Select Ctrl+W to bring up your J-Links. From the J-Links set up tab, fill in SEP beneath Company, leave the spaces for User and Agency Code blank, copy the key provided by SimplyEasier Payments as your username, make up a password, and fill in the SimplyEasier Payments web address. Select Close.

To use SimplyEasier Payments to process payments, Navigate into a client policy to process a payment. Select the button at the bottom of the policy screen for “New Receipt”.

The receipt window will pop-up where you’ll select the Credit/Debit Card to Agency option in the Payment Method box.

Beneath Payment Type, select New Business. In this example, the Total Due box shows $225. When you click in the Amount Tendered box, the Online Credit Card button becomes available.

Upon clicking that button, you’ll be directed to SimplyEasier’s site where you’ll enter fees and agree to their terms and conditions. Enter the customer’s credit card information, billing address, and phone number, and method of receipt.

We suggest to offer to text or email the client the agency receipt, as well. You can always complete an agency receipt without printing.

 

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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 jenesissoftware.com is your dream come true!

This video tutorial teaches you how to customize your personal experience with Jenesis through the use of color.

JenesisClassic – Color Scheme

Jenesis Classic has a new, very fun feature that will allow each agent / individual user to customize their dashboard colors.

From the Dashboard, notice the new “Customize Colors” button. You can select options for the background and primary colors for your Jenesis screens based on your preferences and mood.

Enjoy being creative in selecting your color combinations!

 

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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 remain that way until you change them again.

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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 Software you can create invoice footers to help with this very thing.

Step 1:  Open the client profile

Step 2:  Open the policy

Step 3:  Click Invoice

Step 4:  Click Create/Edit Invoice Footer

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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

  1. Open your Commercial Inland Marine Policy
  2. Choose Forms
  3. Choose Acord Library
  4. Search for the 152
  5. Decide if you want to use the Prefilled or the Blank Version
  6. Complete your form and Print or Save

Its that easy.  And you can always access these in the Recently Created button of the Acord Library.

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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 created forms to make quick edits and changes.

Step 1:  Open the policy

Step 2:  Choose Forms from the Ribbon

Step 3:  Select Acord Library

Step 4:  Choose Recently Created

Step 5:  Highlight the Acord form and Hit Copy Acord Form

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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 Duplicate Clients Tool

Step 1:  From the Main Screen click Tools

Step 2:  Go to Jenesis Maintenance

Step 3:  Select Merge Duplicate Clients

Step 4:  Place a check mark next to the profile you wish to keep and hit Merge

Step 5:  Choose if you want to merge based on Address or DOB

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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 up your device
Step 2:  For Android go to the Google Store.  For Apple products go to the App Store.
Step 3:  You want to search for the App (For myjenesis clients search for “Citrix Reciever”.  For jenesis247 clients search for the “vWorkspace”
Step 4:  Install the App
Step 5:  Put in your username, password and domain which is myjenesis (For jenesis247 customers before entering this information you will need to put in www.jenesis247.com/rds1)
Step 6:  Click the Jenesis Globe and open the software

Now you are ready to use the software on the selected device.  Its so easy and now you can access your policies anytime, anywhere, and from any device.

Please Note:  If you are using myjenesis follow the written instructions as the Citrix receiver is not included in the video

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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 give you flexibility to send documents and store them for later use.

To access the memo and use these features follow these steps

Step 1:  Go to the Client Profile or the Policy
Step 2:  From the Client Level click Tools, From the Policy Level click Forms
Step 3:  Select Memo
Step 4:  Create your Memo including who it goes to and the content.  Don”t forget you can create templates in the Select Pre-Written Memo option
Step 5:  To Email or Text select the Send Email or Text button.  To View as PDF or Save to Images select View & Print Letter

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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 exceptional.

To Track a Claim

Step 1:  Search and Click the customers profile
Step 2:  Click the Claims Tab
Step 3:  Enter your Claim information
Step 4:  Save & Close or Save & Continue to Loss Notice

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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:  Click Add Policy and enter your detailed information
Step 5:  Select Quoted, Quote Pending or Quoted Declined to indicate the status of the Quote

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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 Card Info Button
Step 3:  Enter the Credit Card Information

Note:  You can also print out a Credit Card Release Form authorizing your agency to use the information when the client calls to make a payment.

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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 need to make a note on
Step 2:  Hit Enter Notes
Step 3:  Type your Note and select Close and Suspense
Step 4:  Complete your Suspense and hit Close

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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 VIN
Step 3:  Enter your criteria and hit the search icon

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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 to the insured’s accounts on the company’s website systems.
3. It supports downloads from the companies which keeps the local data syncronized with the data at the company.
4. It automatically tracks the source of new business to make better advitising decisions.
5. It automatically produces postcards, voice calls, texts and email to prospects and insured’s to do lots of valuable things like reminding them it’s time to renew, thanking them for getting a quote, thanking them for sending a referral and much more.
6. Provides an automated receipt option.
7. Provides end of day drawer balancing, insurance company remittance reports and accounting.
8. Provides tons of useful reports to mange quotes, renewals, closing rations and more.
9. Gives the agent the ability to process electronic signatures so customers dont have to come in the office if they are unable.
10. Gives the agent the ability to take credit card payments and checks by phone.

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  1. Have everyone exit Jenesis
  2. Click Update Tools
  3. Click Compact and Repair
  4. Once Complete Exit and Open Jenesis

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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.

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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 the Themes tab
  • Choose Windows XP or Embedded

To make it fit correctly in the screen

  • Right click on your desktop
  • Go to Properties
  • Click the Settings tab
  • Choose 1280 x 760 or as close to that as possible

Doing these simple things can make your Jenesis experience that much better. Give it a try.

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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 Form

 

Make sure to submit the form at least 5 days before your due date. Jenesis drafts on 1st and 15th of each month. Once your form has been received it will be effective on your next due date.

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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 in Jenesis that allow this type of customization. Just click on one and give it a try to see if it’s one that works.

You can also check out this video to see how its done.

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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 renewal dates in a specific range.

For help using the Suspense feature please watch the video below

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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. You can use the program PAINT to resize and save images as other file formats.

Step 2: Open Jenesis and go to Utilities and User Setup (Ctrl-U works too)

Step 3: Click “Add or Change Signature”

Step 4: You can either ‘Create New’ which opens Paint and allows you to use your mouse to create a signature or you can ‘Create from File’ which allows you to browse to where you saved the signature that you created in Step 1

Step 5: Click ‘OK’ and your signature should show up in the box

 

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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 to do is

Step 1: Download the program

Step 2: Capture your video

Step 3: Share it Jenesis

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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 1:  Make sure everyone is out of Jenesis
  • Step 2:  Click “Full Jenesis Update” from the Jenesis Sign on screen
  • Step 3:  Click “Yes” to confirm that everyone is out of Jenesis
  • Step 4:  Click “One Step Jenesis Update”
  • Step 5 : Once you see “Complete” click “Exit and Open Jenesis”
  • Step 6:  Version Sync the remaining computers in the office.

View Video Here

 

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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 wish to configure for this feature.

Step 2:  Find the Email Configuration Section

Step 3:  Enter the Email address, the username and the password

Step 4:  Agency Setup (Ctrl-A) –  Find the Preferences tab

Step 5:  Fill in the SMTP section (this is the outgoing mail settings for your Internet Provider,It can be located with a simple Google search for outgoing mail servers or by calling your provider)

Step 6:  Make sure the SSL section is blank

 

Once you complete these steps you should be able to email and text message from Jenesis.

If you need video help, we have you covered.

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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 should include.  But after that its simple.  All you have to do is:

 

Step 1:  From the Main Screen of Jenesis click on Utilities

Step 2:  Select Agency Setup (QuickTip:  You can also hit Ctrl-A)

Step 3:  Click on the Defaults Tab

Step 4:  Click Edit Consent Form Default Message

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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 make changes to their account.

 

The Power of Attorney form in Jenesis is a document that you have your client sign, allowing this person to make those changes to their account and in effect act on your clients behalf.  To access it

Step 1:  Begin by pulling up your client

Step 2:  From the Client Main Screen click Tools

Step 3:  Choose the Power of Attorney Form

Step 4:  Print the form

 

For video instruction click below

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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 SEP and putting in the clients information.

To fix this issue

Solution 1

Step 1:  Close all browsers except 1

Step 2:  Click on the gear at the top of the browser and choose Internet Options

Step 3:  Disable the Smart Screen Filter

Step 4:  Click the Security Tab

Step 5:  Un-Check ‘Enable Protected Mode’ option  and Apply

Solution 2

If this continues to be an issue once you have applied these steps then

Step 1:  Click on the gear at the top of the browser and choose Internet Options

Step 2:  Go to Advanced Tab

Step 3:  Click the Reset Button

Step 4:  Repeat Solution 1

 

For video instruction click here

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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 up

Step 1:  Go to User Setup

Step 2:  Find your profile or the profile of the person you want to add an email signature for

Step 3:  Look for the Email Credentials section and Click Add/Edit Email Signature

Step 4:  Type in the email signature as you want it to appear and click Ok

 

This video will show you how

View Video Here

 

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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 office.

Step 1:  From the Main Screen in Jenesis go to Tools

Step 2:  Click PhoneTree

Step 3:  Hit Build List, wait for it to process and click OK

Step 4:  Now open the PhoneTree software and click the Call Center Tab

This will make sure that your PhoneTree runs properly at its appropriate time.

 

 

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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 territory but only a zip code.

We opted to leave the territory field in Jenesis for now in the event that you may still want to capture that information but it is not required and therefore no longer automatically generates.

Check out the video for more information

View Video Here

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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 your network cards a gigabit and not 10/100.
  • Never have Jenesis open more than once on the same computer.
  • Only use a wired network connect. Wireless connections will be slower.
  • Clean up MSCONFIG.
  • Run C-Cleaner and Malwarebytes on every computer. Download CC Cleaner and/or Malware Bytes
  • Check the CPU processing percentage.

Please consult your technician if necessary.

 

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

 

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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 unnecessary temp files or tables essentially tidying up.  It can also find and repair any damaged files that may have due to things like network interruptions.

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InsureSign_Logo_small

InsureSign 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 InsureSign make going paperless and being able to serve more customers easy, which increases your efficiency and makes more time for you to make money.  And lets face it, we all like money.

We also make it easy to get those documents back in to the software.

Click here to find out how to import InsureSign Documents back in to Jenesis

 

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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 steps:

  1.  Make sure you have the vWorkspace client installed on your machine.
    • go to www.jenesis247.com
    • Click the Downloads tab
    • Choose Windows or Mac
    • Install the Client
  2. Enter your username and password
  3. Click the Icon with the Jenesis globe
  4. Sign in with your Jenesis Username and password

Click on the video to see how

View Video Here

 

 

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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 downpayment and hit recalculate

Step 5:  Print the contract and have the customer sign it

Unable to display content. Adobe Flash is required.

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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 the email from sending

Ex. jenna@jenesisooftware,cindy@jenesissoftware.com

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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 structure or other structures and generally has an increased value for contents.

To enter this quote type in Jenesis follow these easy steps

Step 1:  Add a new quote

Step 2:  Gather the information from your client and choose Homeowners as your type

Step 3:  Click the property detail button and enter HO-4 in the policy form field

Check out the video for additional help

View Video Here

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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 and/or Renewal Method

Step 4:  Make your selection from the drop down menu.

  •  In the Commission Method field choose “retain  commission” if you keep part of the commission and choose “receive commission”  if you receive a check for the commission.
  • In the Renewal Method field choose “Agency Only”  if the renewal letter is sent just to the agency, and choose “Agency & Insured” if both parties receive the renewal letter.

Check out the video for more help

View Video Here

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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 to the Open Suspense report

Step 4:  Filter by User if you prefer

Step 5:  Click Preview

Watch the video for more detailed instructions

View Video Here

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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

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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 Images

View Video Here

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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 on the keyboard)
Step 3: Look for the Password field and type in your new password
Step 4: Close out of Jenesis and sign back in.

View Video Here

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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 note in certain situations.

View Video Here

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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 can even search by their information.

View Video Here

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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 information you want to see in that area.  We have also added new options for agents to see New Business Polices as well.

View Video Here

View Video Here

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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 Payments from Jenesis to add your receipts easily)

Step 5:  Click Show Address

Step 6:  Enter the address for the Payee

Once entered the Address will appear in the Memo/Notes section.  It can be edited by typing or double clicking in that field as well.

View Video Here

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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 control section.

Quoted –  Used after you have given the customer the quote and are finished with it.  this status will remove the quote from the quote control section on the main screen of Jenesis.  This status also triggers the Quote Follow up letter and the Remarket Quote letter

Pending App –  Indicates that your client intends to write the policy and has a pending application.  Could be due to underwriting or a number of other instances.  If a quote remains in this status it will continue to show up on your main screen in the quote control section.

Written – Indicates that the quote was written and turned in to a policy.  Your quote will change to this status automatically when you Export to Jenesis

Closed – Rarely used but if needed can be used when you receive a quote online and cannot contact the customer to give them the rates.

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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 type of notification you want to disable (ex.  Email, Direct Mail)

Step 4:  Place a check mark in the box next to that type

Step 5:  Hit Close

View Video Here

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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:  Enter any personal information in the new user profile

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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 message

Step 5:  Click OK

View Video Here

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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

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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

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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 Key and select as many as you like

Step 7:  Hit the Print button

View Video Here

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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 Proposal

Step 5:  Click the folder icon next to AM Best Rating

Step 6:  Highlight the quote proposal you want to add

Step 7:  Repeat Step 6 until you have added all that you need to

Step 8:  Print Proposal

View Video Here

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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

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