Ivans Exchange lets you have direct access to your download information

Find out quickly what your carriers are sending to your Jenesis Insurance Management System

Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager.   Not only can you merge individual clients through our search option but now you can mass merge client profiles with our Merge Duplicate Clients Tool

Step 1:  From the Main Screen click Tools

Step 2:  Go to Jenesis Maintenance

Step 3:  Select Merge Duplicate Clients

Step 4:  Place a check mark next to the profile you wish to keep and hit Merge

Step 5:  Choose if you want to merge based on Address or DOB

Jenesis Agency Management System lets your search for your insurance clients in a number of ways including by Vehicle Identification Number (VIN).

Step 1:  Open Jenesis to Main Screen
Step 2:  Find the Advanced Search and Choose Vehicle VIN
Step 3:  Enter your criteria and hit the search icon