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best agency management system

Frequently Asked Questions on Jenesis: The Best Agency Management System

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Reporting

Jenesis gives you the ease of viewing Full Coverage and Liability Reports either in Summary, Company or User views.  To pull a report follow these easy instructions.

  1. From the Jenesis Main Screen Click Reports and Production
  2. Choose the Auto Tab
  3. Place a check mark in the report view you want to see
  4. Select a Date Range
  5. Click Preview

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Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel.

Step 1:  From the Main Screen select Reports and Production

Step 2:  Place a check mark next to the Report you want to export

Step 3:  Click Export

Step 4:  View your Report and use Excel to sort, filter or save and send

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You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System.  This helps save time and gets you the critical data you need related to your business.

To Save a Report to Favorites:
Step 1:  Choose the Report from the “Recently Reviewed”  Section under Reports/Production
Step 2:  Select “Add to Favorites”
The report will now show in the Favorites Section

To receive Emails regarding your Favorite Reports
Step 1:  Select Setup Report Frequency
Step 2:  On the Frequency drop down menu choose your frequency
Step 3:  Select “Close” to save your changes

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Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full.

Step 1:  From the Main Screen select Reports/Production
Step 2:  Place a check mark in the Renewals (Paid in Full) box
Step 3:  Select your date range
Step 4:  Hit Preview

Note:  For a client to show in the report you must have “Paid In Full” selected in the Pay Plan field on the Policy Screen

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To determine how many hours an agent has worked you need to make sure that your agents are using the ‘Time Clock’ feature in Jenesis. You can also determine how many hours over/short an agent was, if you enter the hours they work in the ‘User Setup’ portion of Jenesis. The person pulling the report will either need to be an administrator or be allowed to view Production Reports.

Once you are ready, follow the steps below to pull the Time Clock Report:

1. Go to the Reports Tab from the menu at the top of your main screen

2. Choose Production

3. Select the Misc. Tab

4. Place a check mark in the box labeled Time Clock Report (this is in the middle row)

5. Choose a Beginning Date and Ending Date in the filters labeled as such

6. Click Preview

7. To print the report you will click the Print option on the menu at the top.

 

You can view the videos on using the Time Clock by clicking the links below

Agents

Administrators

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Go to Jenesis Main screen, Reports->Production->Misc tab->Class List by Location

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To find a customer when you can’t remember their name you can use the Production Reports.

You access it from the Main Screen in Jenesis.

Click on Reports at the top, and choose Production

Then choose the Personal Lines Tab

Place a check mark in the box next to the “Production Report”

Put in a date range and hit preview

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Sometimes an agency may need to pull a list of transactions performed by each agent.
Jenesis offers you this option.
To pull it simply follow these steps:
1. From the Main Screen click on Reports
2. Choose Agency Transaction Log
3. Put in a Beginning Date and End Date for the time period you want to view
4. Click Ok and your report will generate.

Keep in mind you can use the arrow keys at the bottom of the page to scroll through the pages of the report and to Close or Print the report click Print Preview.

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Filtering for specific companies on the remittance report is easy.
Step 1: Click Reports and Remittance
Step 2: Select a Date Range and the Locations for your report
Step 3: Make sure the box next to Remittance Report is checked
Step 5: Click Export to Excel
Step 6: Go retrieve the report. It will normally be saved at F:/Jenesis/ExcelFiles
Step 7: Open the Report in Excel and choose the column titled Payment To
Step 8: Find Data on the Excel Menu and Click Filter
Step 9: Un-Select everything and then place a check next to the company or companies you want to see.

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To pull a Date of Birth Report

Step 1:  Go to Reports

Step 2:  Go to Production

Step 3:  Go to Misc

Step 4:  Place a check mark in the Date of Birth Report section

Step 5:  Enter a date range

Step 6:  Click Preview

For instructions watch the video below

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Pulling your book of business is easy.

Step 1:  Select Reports from the Ribbon at the top of the main screen

Step 2:  Select Production

Step 3:  Select the Personal or Commercial lines tab depending on which you need

Step 4:  Place a check mark next to active policies by company

Step 5:  Hit preview

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Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double clicking the header for easy use. The report drills down to the client level with the click of a name.

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