This is just one of the many positive comments we received after our User Retreat in Hilton Head, SC this past weekend. Thank you so much to all of the amazing attendees and we can’t wait to see you next year!
“I would like to thank you so much for this past weekend training. I had a great time and really enjoyed all of my classes. I was able to come back to the office and apply a lot of new information. I still have a long way to go but I don’t feel like I am floundering as much as I was before.
Do you need to know how to set up your J-Links for Discovery Insurance Company?
This tutorial will walk you through the steps and show you how to add, delete, or assign J-Links for Discovery Insurance Company.
Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and commercial clients, by keeping pertinent agency and coverage information in an organized, easy to edit and use software.
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How to make sure your Jenesis Agency Management system is set up properly to use your Discovery Rater and for Discovery J Links
From your Jenesis Main Screen, when you’re in your Agency Management System dashboard, navigate to your J-Links.
You may notice that the J-Link is there but that the user’s name is blank.
There’s a simple solution to this.
First, you just want to make sure that you have chosen Discovery from the drop-down list beneath “Company”.
Second, you want to select “Create a copy of this J-Link for All Users” (notice the button at the top of the page).
When you select Yes, in the pop-up window, this creates a copy of this J- Link for this location for all users.
If you have multiple locations, you want to repeat these steps for each location.
You’ll notice the new line added to this page. The original blank one can be deleted or assigned to another user.
To check if it’s working properly, you’ll want to go into your Rater. Select Rating from the menu, and then Discovery from the drop-down options.
As long as the Discovery Insurance Company window pops up, it’s working and connected properly.
Feel free to contact us with any questions … • Email support@jenesissoftware.com • Chat with us at www.JenesisSoftware.com • Call 828-245-1171 Option 1
Congratulations to Celia & Shannon at Suggs Insurance Agency for winning two FREE tickets to the OutBound Conference in Atlanta. We hope you had a wonderful time!
What?
“OutBoundis the biggest, baddest conference in the Sales Profession and the only conference focused exclusively on sales prospecting, pipeline, and productivity.
Attracting more than 1200 attendees from across the globe, and featuring a once-in-a-lifetime lineup that includes 21 of the world’s most respected speakers and trainers, OutBound is an event built for individuals who are looking to reach higher and entire sales teams that want to up-skill, recharge, and gain a decisive competitive advantage. #RiseUp”
