JenesisNow’s Training Program

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 […]

NEW Commission Estimate Report in JenesisNow!

  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!

NEW Manual changes to policy type on downloads in JenesisNow!

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!  

JenesisNow October Product Update

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 […]

NEW Updated Commercial Proposals Feature in JenesisNow!

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 […]

NEW SEP payment link on emailed invoices in JenesisNow!

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!

Live Chat Opportunity for You

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.

NEW Visual report to show insurance lines in JenesisNow!

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!

The No Risk Google Business Profile Audit That Every Agency Should Do

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 […]

Join the Jenesis Community Group on Facebook!

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, […]

NEW Improvements to Personal Property Screen in JenesisNow!

  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!

Elevated Email Marketing for Insurance Agencies

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. […]

JenesisNow September Product Update

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 […]

NEW Client Screen Shows 3 Producers in JenesisNow!

  The client screen will now support up to three producers in JenesisNow!   Any questions or concerns? Email us at info@jenesissoftware.com!

NEW Instacheck Feature in JenesisNow!

  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!

NEW Book of Business Report in JenesisNow!

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!

Prioritize Impactful Insurance Social Media Marketing

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 […]

NEW Updated Calendar Dashboard Card in JenesisNow!

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!

Happy Labor Day from Us!

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 the team – William Galindo!

  Meet a new member of the Jenesis team – our new Software Developer, William Galindo!