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!
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 […]
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. […]
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 […]
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!
We have added a feature to allow the user to print an InstaCheck to enable a customer to pay by check over the phone in JenesisNow. Any questions or concerns? Email us at info@jenesissoftware.com!
We have added a Book of Business report summary by line of business and by carrier. Any questions or concerns? Email us at info@jenesissoftware.com!
It should be no surprise that agencies must go beyond traditional marketing methods to foster genuine connections with their audience. Insurance social media marketing is the key to achieving this, offering an unparalleled opportunity to engage, inform, and build lasting relationships with clients. 5 Reasons Why Insurance Social Media Marketing Matters Social media platforms have […]
We have added the end date and time for a calendar event on the calendar dashboard card in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
Celebrate a job well done as you enjoy the company of family and friends on this Labor Day! Jenesis and Agency Advantage Tech Support will be unavailable Saturday and Monday. Hope you have a wonderful long weekend! After all, you deserve it 🙂
Meet a new member of the Jenesis team – our new Software Developer, William Galindo!
