Questions and Answers
Frequently Asked Questions on Jenesis: The Best Agency Management System
Have you been wanting to create an email blast or an email campaign to specific groups of target clients?
Well, Jenesis insurance software for agents now has a list building 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 the email list builder, which will allow you to search for and compile a list of potential, past, or current clients based on custom criteria like age, policy dates, and more.
Jenesis Classic – Email List Building
From the Jenesis Main Screen, select Forms and Letters from the grey menu bar at the top, and Email List Builder from the drop down menu.
The Email List Builder box allows agents to search for clients meeting certain criteria. This could be active clients, in a certain age range, with cancellation or quote dates within a date range, or even with more than one policy.
Agents will want to search for target clients based on the purpose of the campaign.
Once the search criteria has been entered, select the Build List button at the bottom of the box. You’ll receive a pop-up asking if you want to open that folder. Select yes, and a folder containing a text document will be soon displayed.
That text document will contain all emails, names, and phone numbers of the clients that fit your search criteria.
From here you can craft your email, create a call list, etc.
Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System. Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects. And why not?
Setting them up is easy
Step 1: Click Utilities from the Main Screen
Step 2: Go to Agency Setup
Step 3: Select Communications
Step 4: Place a Check mark in the box next to the campaign you want to use (in this case previous customer and direct mail, email, text or any combination)
Step 5: Click the Edit box
Step 6: Create your content
Step 7: Set your Criteria
Note: Email and Text will send automatically. Direct Mail must be printed through Forms and Letters on the Main Screen.
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 makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working for your business.
To track a Prospect and a Source
Step 1: Click Add Client
Step 2: Choose Prospect in the Status
Step 3: Select the Source in the Source field
To Pull the Prospects by Source Report
Step 1: From the Main Screen select Reports
Step 2: Choose Production
Step 3: Select the Marketing Tab
Step 4: Place a check mark by Prospects by source
Step 5: Select Preview
Remember you can drill down from this report. You can also print the report, Save to Images or Export any report in Jenesis.
If you already have a PhoneTree device and you are signed up for the service with Jenesis there are no additional costs associated. You can send unlimited text messages, phone calls and emails to your customers.
PhoneTree helps you communicate with your customers, keeping them informed and making sure you are providing them with the best service possible, while saving time.
Another advantage is that it helps promote your brand versus the client getting a call or letter from the Company instead of your agency.
When used with Jenesis, PhoneTree can send calls, emails and texts about:
- Additional Premium
- Found you a Better Rate
- Happy Birthday
- Medical Supplement
- Welcome to New Customers
- Pending Cancel
- Thanks for the Quote Referral
- Recent Quote Follow Up
- Past Quote Re-market
- Renewal Reminder
- Non-Renewal Notice
The best part is that you can personalize your own messages and when its making calls, its your voice and not someone elses.
That about sums it up. We have used PhoneTree for years and its really helped us keep customers and bring in new ones.
Over the years I have gotten numerous questions as to what people should put in the Communications tab when setting up System Letters. Here are some examples.
According to our records your insurance policy has an additional premium due.
If you have made the payment please disregard this notice. If you would like to break this into smaller payments and you have more than one payment left on your installment plan you may be able to finance this additonal premium. Please call or come by the office as soon as possible to discuss your options.
Better Auto Rates
It is almost time for your auto insurance policy to renew for another term. Because we want to save you money, we are proud to let you know we have shopped your insurance with several other companies our agency represents and have found you a less expensive rate!
Please come by our office BEFORE the renewal date below in order for us to complete some additional paperwork. Again, we congratulate you on your new lower premium and thank you for making our jobs possible.
Happy birthday Letter
Happy Birthday from your friends at Carolina Insurance! Our advice is simple: have a great birthday!
We appreciate your business and look forward to serving you for another year.
Med Sup PostCard
If you are approaching age 65, beyond age 65 or know anyone who is in either of these situations, we can answer your medicare supplement questions and find you the best rate and coverage.
Give Eddie a call today at 828.245.5433 or send him an email at email@example.com for more information.
Mid Term Cancel
This is a friendly reminder that your insurance policy canceled on the date below. If this information is not correct, please contact our office
If it is correct, you are very important to us! We want to help you avoid an uncovered loss and DMV penalties and fees. Please call us today and we will do everything possible to make sure you are covered.
Hello! On behalf of the Carolina Team, we are thrilled to have you with us! We would love to take care of all your insurance, so please give us a call so we can help you with any other quotes.
Send us a referral, get a Carolina t-shirt! Let us know if there is anything else we can do to help you
Have you renewed your policy?
Our records show that your insurance policy has not been renewed. If you sent payment directly to the insurance company, you may disregard this notice. If you have not renewed your policy, please call us to see what is needed to reinstate your policy. We may be able to help you avoid penalties and fees.
Please call us today and we will do everything possible to make sure you are covered.
On behalf of the Carolina Team, we are thrilled to have the opportunity to quote your insurance! We hope we are the agency you choose to take care of all your insurance.
Please let us know if there is anything else we can do to help you and thank you for contacting us
Your friends at Carolina Insurance
Thank you so much for your recent referral! We have an awesome Carolina T-shirt waiting for you at our office. Please drop by when you have a moment, so that we can give you your shirt and thank you in person! Please continue to tell your friends. We appreciate it very much. It is a pleasure having you as a customer
The Carolina Insurance Team
Thank you so much for your recent referral! We have an awesome Carolina T-shirt waiting for you at our office. Please drop by when you have a moment, so that we can give you your shirt and thank you in person!Please continue to tell your friends. We appreciate it very much.
It is a pleasure having you as a customer!
The Carolina Insurance Team
Thank you for allowing us to quote your insurance in the past. If you are a current customer, we sincerely appreciate your business, and want to take care of all your insurance. If we can quote other policies for you, please give us a call!
If you are not a current customer, we would love to beat the rate you have now on your insurance. We think we can. Give us a call or drop by the office. We would love to speak with you!
We at Carolina Insurance would like to take this opportunity to say a special “Thank You” for allowing us to handle you insurance program. We would also like to remind you that it will soon be time for your insurance policy to renew. You may pay in full directly to the Insurance Company through the mail, or you may come by the office no later than the due date below to set up your payments in monthly installments. REFERRAL PROGRAM Ask us how you and your friends can earn extra cash just by getting an insurance quote from our agency. Please allow us to take this opportunity to thank you for your business. It is a pleasure having you as a customer and we will always strive to service your needs.
Renewal W/O DP
It’s almost time to renew your policy!
Reminder: Your policy will cancel on the evening of the date below. After that date, a fee will be required to reinstate your policy.
We welcome you to drop by to renew your policy; however, if it’s easier for you, you are welcome to give us a call and renew by phone!
It is a pleasure having you as a customer!
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
Step 1: Make sure you fill in the Homeowner field in each policy
Step 2: Pull the Auto without Home Report (Reports/Production/Marketing)
Step 3: Create memos or letters for these customers offering them your renters product
Insurance Software Solutions – When setting up your email campaign its easy to preview the emails prior to them being sent. Follow these easy steps to make it happen
- Go to Agency Setup from the Jenesis Main Screen
- Click the Communications Tab
- Look for the Email Column
- Select the Campaign you wish to set up
- Say Yes when it asks you to preview