Your team enters a client payment into your agency management system. Later, someone needs that same financial information in QuickBooks. How much time is spent transferring information, checking entries, correcting…
When was the last time your insurance agency questioned whether its management system was actually helping your team? For many agencies, the answer is probably not recently. An agency management…
Got questions about Jenesis? We’re here to help! Join us every Tuesday at 2:00 PM ET for our live Jenesis Q&A session! Whether you’re exploring new features, looking for helpful…
How many times does your team type the same client information into different forms each week? A customer calls requesting a certificate. An employee pulls up the client record, finds…
Acquisitions can be one of the fastest ways to grow an independent insurance agency, but a bigger book of business doesn’t automatically mean a healthier business. In this episode, I…
Cool features We have added a RESTful API for JenesisNow customer to use to access their AMS data. All other features Client Portal has been made a JenesisNow Pro feature.…
Here is a scene that plays out in towns all over the country. An agency has served its community for twenty years. The owner knows half the clients by first…
The phone rings. Before answering, your CSR has to figure out who is calling, search for the client in your agency management system, pull up the correct account, and quickly…
“Business is going great! We are constantly busy, which is a great thing! We still love Jenesis! It makes our job with inputting & retrieving information so much easier. We…
Have questions about Jenesis? Let’s get them answered! Join us for our live Jenesis Q&A every Tuesday at 2:00 PM ET, where our team is ready to help you with…