Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full.

Step 1:  From the Main Screen select Reports/Production
Step 2:  Place a check mark in the Renewals (Paid in Full) box
Step 3:  Select your date range
Step 4:  Hit Preview

Note:  For a client to show in the report you must have “Paid In Full” selected in the Pay Plan field on the Policy Screen

You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System.  This helps save time and gets you the critical data you need related to your business.

To Save a Report to Favorites:
Step 1:  Choose the Report from the “Recently Reviewed”  Section under Reports/Production
Step 2:  Select “Add to Favorites”
The report will now show in the Favorites Section

To receive Emails regarding your Favorite Reports
Step 1:  Select Setup Report Frequency
Step 2:  On the Frequency drop down menu choose your frequency
Step 3:  Select “Close” to save your changes

Jenesis Agency Management System is designed to help you organize you task items through our handy Suspense Feature. You can also create Suspenses when you enter notes. Check out the video to learn more.

Step 1:  Open the Client or Policy you need to make a note on
Step 2:  Hit Enter Notes
Step 3:  Type your Note and select Close and Suspense
Step 4:  Complete your Suspense and hit Close