Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how.

Step 1:  Access your client profile or policy
Step 2:  Click the Credit Card Info Button
Step 3:  Enter the Credit Card Information

Note:  You can also print out a Credit Card Release Form authorizing your agency to use the information when the client calls to make a payment.

Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well.

Step 1:  Hit Add Client
Step 2:  Enter your basic Quote Information
Step 3:  Select Quote as you Status
Step 4:  Click Add Policy and enter your detailed information
Step 5:  Select Quoted, Quote Pending or Quoted Declined to indicate the status of the Quote

Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company.

Step 1:  Add the Finance Company in Company Setup
Step 2:  Go to J-Links and Add the Finance Company
Step 3:  Go to the Policy and in the Finance section hit Link to FC