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Frequently Asked Questions on Jenesis: The Best Agency Management System

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Policies

In version 17.8.0 and higher you can J-Link easily to any Erie policy.

Step 1:  Set up Erie in Company Setup

Step 2:  Hit Ctrl-W and create the J-Links.  You will need a link for each user.

Step 3:  Find your policy and click the globe

Like magic you can access your clients easily to make any changes or view any necessary information on the carriers website.

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Did you know that all of a clients suspenses are tracked on the Client Main Screen in the Jenesis Insurance Management System.

Did you know that you can even search those suspenses to save time and find the information you need quickly and easily?

Its all true.

Step 1:  Open the client profile

Step 2:  Click the Suspense Tab

Step 3:  Type what you are looking for in the Filter Suspense Description box

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Jenesis Insurance Management Software just added a great new way to streamline your policy view. View Active policies, Pending Cancels, Renewals and more.

Step 1: Choose your client
Step 2: Click the dropdown in the filter area.
Step 3: Choose the policy status you want to see

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That’s right. We have a great way to generate thank you letters for people who renew their policies with you.
Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers.

Step 1: Go to Utilities from the Main Screen
Step 2: Select Agency Setup
Step 3: Go to the Communications Tab
Step 4: Place a check mark in the box next to Renewal Thank You in either the Direct Mail, Email or Text column. You can select all 3 if you like
Step 5: Hit the Edit Box next to the letter
Step 6: Either begin typing your letter or choose Sample Content

And you are ready for Jenesis to send them. Now all you have to do is maintain those policies.

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Jenesis Agency Management System gives you fields to track why clients purchased and why clients left.

Step 1:  Access the policy
Step 2:  Find the “Why Purchased” field and enter your information
Step 3:  To track “Why Left” select the policy
Step 4 :  Put in your cancel date and select Insured Request
Step 5:  Choose your ‘Why Left” reason

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Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps

Step 1: Access the Client
Step 2: Double click on the Policy
Step 3: Click Quote Control
Step 4: Click Yes to Import the Policy information
Step 5: Answer a few simple questions
Step 6: Rate the client and track the information

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Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible.

To Set Up the J-Link

Step 1:  From the Main Screen select Utilities and Company Setup
Step 2:  Add Heritage Insurance as a Company (make sure to select Insurance Company in the type field and add any additional information)
Step 3:  Hit Ctrl-W on the keyboard and Setup your J-Link including Location, Company, User, Agency Code, Username, Password, and Website URL
Note:  Heritage requires a J-Link entry for each user in Jenesis

To use the J-Link

Step 1:  Access the Client Profile and the Policy
Step 2:  Click the globe and it should log you in to the website and take you to the policy
Note:  Some browsers may require you to add this website to compatibility view settings.

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Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company.

Step 1:  Add the Finance Company in Company Setup
Step 2:  Go to J-Links and Add the Finance Company
Step 3:  Go to the Policy and in the Finance section hit Link to FC

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This may indicate that the field is too small for the amount of data you have entered in. Try shortening the entry in that field and see if that resolves the issue. If you see the # signs in several fields it may indicate a bad record. To resolve this problem, do a Compact and Repair. The Compact and Repair restores the data files to their original state.

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Invalid use of Null means the software is looking for information that is not there. If you see this error message, please review to assure that all fields have been entered. Here are examples of what we mean: If you are trying to do a receipt for a client and you get this message, review the location, finance information, or even a zip code. Or, if you are using the Time Clock Report, you might check the Hours field in User Setup for that agent to make sure this information is there, which is important for the Time Clock report to work.

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This message occurs when 2 people are trying to access the same record at the same time. Since Jenesis allows its users to share one database, accessing the same record at the same time can cause conflicts and potentially corrupt that clients profile. If you see this message simply DROP CHANGES, and wait until the other user is out of the profile and see if your changes remained. If they did not reenter them.

 

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  1. Open the clients profile
  2. Select the Policy
  3. Click the Coverages Button from the Policy Screen
  4. Choose the appropriate generation
    1. Double clicking the Filtered Text at the bottom left corner of the screen will show you how many generations are there. Use the arrow key to scroll to the appropriate one.
  5. Click the Delete Generation button
  6. You will be asked if you want to delete the generation and you will Select Yes or No
    1. Please Note: This action cannot be undone.

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Binders can be printed for Home or Mobile Home Personal lines policies. To print a Binder

  1. Access the policy
  2. Select the Coverages Tab

Coverages Button

 

 

 

 

 

Choose the Print Option

Homeowners Print Option

 

 

 

 

 

 

Select Binder

Select Binder

 

 

 

 

 

 

 

Determine if you would like to Add the CollectionStatement and/or Include Fees on your Binder

Collections statement Binder

 

 

 

 

Policy Fee Binder

 

 

 

 

Print the Document

Printing Binder

 

 

 

 

 

Note: To close the Document hit “Close Print Preview”

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For a binder to print from your insurance management software, it is critical to have the generation of the policy itself marked as active. Once you have determined that the policy is active go to the coverage screen and make sure it is marked active too. If you have verified both of those are correct go back to the policy screen and try reselecting the company with the dropdown menu.

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This can happen when the policy dates do not match the coverage dates. To verify this on the Jenesis policy screen look in the upper right hand section of the page for Effective Date and Expiration Date. Press the Coverages button and verify the Effective and Expiration dates for your coverages located in the center of the Coverages tab. This should allow you to print the Insurance Home Binder with no errors. If this does not resolve the issue feel free to call 828.245.1171.

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To move or transfer a policy take the following steps:

 

Step 1:  Open the policy you want to transfer

Step 2:  Hit Endorsement in the Utility menu at the top of the screen

Step 3:  Select Transfer Policy

Step 4:  Type in the name of person you want to move the policy to and hit Refresh

Step 5:  Highlight the name of that person and hit Merge

View Video Here

 

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I can’t tell you how many times in the Insurance Biz I have needed to see critical information on a customers account.  Particularly if they are in the office.  I can handle the situation right then.

Jenesis makes it easy.

Step 1:  Set up your User Profile to show critical notes first.  This has to be done by an Adminstrator.

Go to Utilities, Click User Setup (or hit Ctrl-U from the main screen)

Look for Settings and Check the Box that says “Show Critical Notes First”

Step 2:  Make the note in Jenesis and make it critical

Pull up a Client Profile or Policy and click ‘Note Entry’

Type in your Note and Check the box that says ‘Critical’

Step 3:   Make sure your agents know to look at them.  I know I’ve just breezed by them and not paid attention.  The reason you make a note critical is that …well, its critical

Step 4:  Once its no longer important uncheck the ‘Critical’ box so it no longer shows up.  This helps keep you organized and on top of the game.

 

Sit back, relax, and watch your efficiency improve

For video instructions see below

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So you go to your clients profile and you know they have policies.  Maybe its an auto or a homeowners or even a commercial policy, but you can’t see it on the tab.

It could be that you accidentally marked all the generations prior and that’s why nothing shows up.  Only active or cancelled generations of a policy show up on the front screen.

Let me help you fix the issue

Step 1:  Go to the clients profile and click ‘Policy List’ (this will be a button right under the policy section)

Step 2:  Find the generation that you know should be active, highlight the line and click ‘Go To Policy’

Step 3:  Make the policy “Active”

Once you do that it should reappear in the policy section of your clients profile.

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There may be times when you need to delete a policy or generation from Jenesis.

There are several ways you can accomplish this.

Method 1

Step 1:  Open the Client Profile

Step 2:  Click Policy List

Step 3:  Highlight the policy you want to delete (If you don’t see it click show all at the bottom of the screen)

Step 4:  Hit Delete on the keyboard

 

Method 2

This is the preferred method

Step 1:  Click on the policy you want to delete (Note if you don’t want to delete the whole policy scroll to the generation you want to delete)

Step 2:  Click Endorsement

Step 3:  Click Delete Generation

 

For video help check this out

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Jenesis lets you add comments to Notes from the Policy Level

To Edit a Note
Step 1: Find the Policy you need to edit
Step 2: Click View Notes
Step 3: Next to the note you wish to edit click “Add to Notes”
Step 4: Type in your Comments and Close

Check out the video

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We have added a View Suspense button to the bottom of both the Personal Lines and Commercial Lines screens to have the ability to look at open and completed suspenses for a specific policy.

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Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the Jenesis Main Screen with a search option for business name. Agents are still able to use the Advanced Search for both second insured and for business name as before.  You can still use the advanced search as well.

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The Acord 28 Commercial Evidence of Property form can be accessed from the Acord Library. The Acord Library is located off the main screen and on the Commercial Policy level.

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Jenesis Agency Management System offers a comprehensive Acord Library that includes Fillable PDF’s and a variety of pre-filled forms. You can also easily print, save to images and email them, reducing time and increasing efficiency.

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Jenesis provides you a variety of insurance software solutions when it comes to taking credit card payments.

  1.  Credit Card to Company – Simply select this as a payment type when doing a receipt, J-link to your company and take your payment on the company website.
  2.  Simply Easier Payments –  This allows you to take credit card payments in your agency.  There is no fee for the agency.  The customer incurs a cost of $4.95
  3.  SpruceBooks – This allows you to take credit card payments in your agency.  There is no fee for the agency.  The customer incurs a cost of $4.95

To set up Simply Easier Payments or SpruceBooks

  1. Hit Ctrl-W on the keyboard or go to Tools/J-Links
  2. Enter the location
  3. Enter the name of the company from the dropdown list
  4. For SEP enter your username and password, For Sprucebooks enter your API and URL

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It’s simple

Step 1:  Select your client from the Main Screen of Jenesis

Step 2:  Choose the Commercial Tab and double click your policy

Step 3:  Choose Forms from the Menu at the top

Step 4:  Select Acord Library

Step 5:  Highlight the Acord 36 and hit Open Prefilled Form

Note:  You can also type in this form to add additional information

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