Images & Scanning
Jenesis Insurance Agency Management system is designed to help you eliminate paper and manage all of your documents electronically. Do away with paper files and filing cabinets with our imaging feature. Create and organize your electronic filing system by category with our easy to use interface. Drag and Drop documents, save attachments from your carriers and easily import them, or scan directly from a device. Jenesis also lets you email documents directly from a clients profile and records the transaction in our Notes feature E&O tracking. File by Customer or by transaction – it’s your choice.