Author: Eddie Price

Jenesis Version 22.12.0 Now Available

Posted on by Eddie Price
Latest Version

Version 22.12.0 is now available for download if you are on the desktop version of Jenesis. If you are hosted, and most of you are, you will be automatically updated over the next few weeks.

Some of the features in this version include

  1. Jenesis will now automatically make a note in the customer profile or policy when the text message campaign runs.
  2. Added gender to the Client Main Screen for insured and second insured.
  3. When processing downloads where client has a suffix, Jenesis will now search for the name properly when you are processing the downloads.
  4. After selecting Insured Request for cancel reason, Jenesis will prompt the user as follows and automatically mark the policy to not send further emails or texts messages if the user selects Yes. Would you like to stop cancellation emails/texts from going to this customer about this policy?
  5. When filtering the Quote Control list on the Jenesis Main Screen, it will now adjust the Total premium to only show for that user.
  6. Added the Acord 137 for CA to the Acord Library.
  7. Jenesis will now automatically prompt the user to clock out if they attempt to exit the software with the Exit button on the dashboard and have not yet clocked out for the day.

Check out the video for additional update help

See Why Agents Love Our Training Videos

Posted on by Eddie Price

Hi Eddie,
Happy Tuesday!
The rating will be a 10!
Lisa Gibson was super helpful and patient in explaining the process, and answering my questions and helping us navigate the system.
The videos were also awesome – short and easy to understand, and I love how they would really tell you to pause the video and try it yourself. It really makes me excited to see how easy to navigate the system.
Looking forward to transferring and kudos to your company in making it easy and fun!
Warm regards,
Executive Administrator 
Chula Vista, CA

Such Great and Kind Comments from an Agent

Posted on by Eddie Price

Hi Eddie:

Good afternoon.  Thank you for your message.  My feedback regarding Jenesis is all good.  My personal trainer, Laura Bennett, is a “10”.  She’s fantastic! She’s a great listener and seems to have a very good sense about knowing the correct speed to get me through the lessons.  The training process has been seamless.  Starting with setting up my companies, then setting up types of coverage I typically sell, and adding policies.  It’s all been great! Very easy…very intuitive.  I really don’t have anything negative at all to say about the training process.  I’m very pleased with how it’s going. I think we’re just about to get into using the Jenesis program for marketing campaigns.  I look forward to that.

All-in-all, I’m very pleased with Jenesis.  It’s easy to use and I really like being able to adjust the dashboard for my needs.  I also like how the Acord Forms work together with the client.  Since my focus is primarily commercial insurance, it’s a nice feature.  Laura is helping me make some other tweaks to the program to make it easier to track broker fees vs. policy fees, and state taxes.  I realize that most of the agents that use Jenesis focus on personal lines, but it seems to work well for commercial business too.

In closing, for me, Jenesis is a nice upgrade from Agency Matrix, the agency management system I used to use.  I’ve only been using it for about a month now, but I’m already getting comfortable using it.  It’s first class! I can see that a lot of time and energy went into designing it.  I’m very pleased that I found Jenesis.  It’s money that’s well spent each month.

Thanks again for everything.

Best,

Tahoe City, CA