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best agency management system

Frequently Asked Questions on Jenesis: The Best Agency Management System

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Images

Any model will do really. Brother and Lexmark are both ones we use in our offices and highly recommend. Make sure that the scanner you choose is Twain Driver compatible.  Like with anything, the more you spend on it the better it usually performs.

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Not really. A work around would be to print the pages you want to email, scan them back in, then mail the new one.

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There will be a time in your agency where you have to change scanners.  It could be because you just like the most updated technology or it could be that the equipment fails and you are forced.  Either way you will need to update Jenesis to use the new equipment.  Let me tell you how.

Step 1: Go to either the Client Profile Screen or the Policy Screen

Step 2:  Click Images

Step 3:  Click Select Source

Step 4:  Choose the scanner you want from the list

*You may see two versions of the same scanner.  You should generally pick the one labeled TWAIN.  But if that doesn’t work try the other.

 

Click below for video help

View Video Here

 

 

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To email an ID card from Jenesis

Step 1:  Open the clients profile and go to the appropriate policy

Step 2:  Click Drivers

Step 3:  Choose Print and Click on ID Cards

Step 4:  Select Save to Images

Step 5:  Choose a Category (You can add categories by double clicking on the Category field)

Step 6:  Highlight the Image you want to send

Step 7:  Choose Email and verify the email address you want to send to

Step 8:  Click Send and your ID cards are on the way.

Jenesis also makes a note in the customers account any time you Email or J-Mail from the system.  This helps you accurately track all transactions and protects you in E&O situations.

 

Watch the video for detailed instruction

View Video Here

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Emailing saved images is so easy.

Anywhere you see the option to save to images just say yes and then you can hit the email button to send it directly from the imaging screen.  Don’t forget you can also do this with any scanned or imported images too.

Check out the video to see how

View Video Here

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To Batch Scan follow these easy steps

Step 1:  Click Tools from the Main Screen and select Jimages

Step 2:  Scan in each document

Step 3:  Select the document you want to work with and hit Transfer Image

Step 4:  Choose the client or policy to transfer the image too

Time Saving Tools from us to you.

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The answer is yes you can

Step 1:  Pull up the client you want to view an attachment for

Step 2:  Click view notes

Step 3:  Copy the filepath for the attachment

Step 4:  Paste it in View Attachments at the top of the screen.

 

View Video Here

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