What is JenesisWeb? Meet the Jenesis Marketing Team and find out if JenesisWeb is right for you! Any questions? Email us at sales@jenesissoftware.com!
When generating an Acord 126, where there are more than 3 hazards, the Acord 211, Schedule of Hazards, will automatically generate bringing over the remaining hazards in JenesisNow. Any questions or concerns? Email us at info@jenesissoftware.com!
Cool features When generating an Acord 126, where there are more than 3 hazards, the Acord 211, Schedule of Hazards, will automatically generate bringing over the remaining hazards. View Demo There is now a setting for Locations where a renewal will create a “new” policy term instead of adding to the current one so they […]
In 2023, Jenesis hired its sister company, DiedrichRPM, to conduct a Google Business Profile Audit. We were so happy with the results, we recommended this $500 one-time service to our Jenesis customers with a 100% satisfaction promise or Jenesis would pay the bill. So far, this has been a huge success. If you want more […]
There is now a setting for Locations where a renewal will create a “new” policy term instead of adding to the current one so they display as separate policy terms or generations on screen in JenesisNow. Any questions? Email us at info@jenesissoftware.com!
We have added an option in Locations Options to change the default for HO-4 policies to Renters rather than Homeowners. Any questions? Email us at info@jenesissoftware.com!
From our founder Eddie Price: If you have any questions, please email info@jenesissoftware.com!
Our Jenesis training program for new users and long time users that need a refresher, includes online learning courses, followed by a one-on-one review session to ensure comprehension of Jenesis. Upon successful completion, participants are certified, with the program costing $100 and offering a full refund if unsatisfied. Contact lisag@jenesissoftware.com to enroll in the […]
We have added a Commission Estimate report based on the data from the policy screens in JenesisNow. This is different than the existing commission manager report based on downloaded and manual commissions based on carrier commission statements in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change in JenesisNow. Any questions or concerns? Email us at info@jenesissoftware.com!
Cool features If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change. Watch Video We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the form. We have added a new button called […]
We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the form. We have added a new button called Create New Proposal to the form. This will make it more obvious how to create a new proposal in JenesisNow. Any questions or concerns? Email us […]
Users can now include a Simply Easier Payments Invoicing Pay Now link when emailing invoices to clients in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
If you would like more information, send Eddie an email at eddie@jenesissoftware.com for more information.\ If you don’t have a Live Chat option on your agency’s website, take a look at this short video from Jenesis founder, Eddie Price. If you would like more information, send Eddie an email at eddie@jenesissoftware.com for more information.
We have added a visual report to show the percentage of personal lines vs commercial lines in JenesisNow. Any questions or concerns? Email us at info@jenesissoftware.com!
Did you know that Jenesis Software has a community group? Our community isn’t just another Facebook group; it is a dynamic space designed with insurance professionals like you in mind. We understand your need for a service that doesn’t just help you manage your agency, but also cultivates a thriving community that empowers you with shared ideas, insightful discussions, […]
We have made many improvements to the personal property screens including adding many fields and Acord 80 data transfer in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com or call us at 828-245-1171!
Your email list is one of your most valuable assets. Insurance agencies must consistently engage their clients to foster loyalty and drive business growth. Email marketing has proven to be a powerful digital marketing tool for achieving this. Below are some key reasons why professional email marketing for insurance agencies is beneficial for your business. […]
Cool features Added a filter for rewritten policies on the Policy Detail and Client & Policy detail reports. https://youtu.be/o1ivJYo7wXQ The client screen will now support up to three producers. https://youtu.be/8GUMY4dmSoY We have added a Book of Business report summary by line of business and by carrier. https://youtu.be/csPc0kOpEZw We have added the end date and time […]
The client screen will now support up to three producers in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
