Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the details that matter when you need information quickly for your clients. We help make your service exceptional.

To Track a Claim

Step 1:  Search and Click the customers profile
Step 2:  Click the Claims Tab
Step 3:  Enter your Claim information
Step 4:  Save & Close or Save & Continue to Loss Notice

Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible.

To Set Up the J-Link

Step 1:  From the Main Screen select Utilities and Company Setup
Step 2:  Add Heritage Insurance as a Company (make sure to select Insurance Company in the type field and add any additional information)
Step 3:  Hit Ctrl-W on the keyboard and Setup your J-Link including Location, Company, User, Agency Code, Username, Password, and Website URL
Note:  Heritage requires a J-Link entry for each user in Jenesis

To use the J-Link

Step 1:  Access the Client Profile and the Policy
Step 2:  Click the globe and it should log you in to the website and take you to the policy
Note:  Some browsers may require you to add this website to compatibility view settings.

Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working for your business.

To track a Prospect and a Source

Step 1:  Click Add Client
Step 2:  Choose Prospect in the Status
Step 3:  Select the Source in the Source field

To Pull the Prospects by Source Report

Step 1:  From the Main Screen select Reports
Step 2:  Choose Production
Step 3:  Select the Marketing Tab
Step 4:  Place a check mark by Prospects by source
Step 5:  Select Preview

Remember you can drill down from this report.  You can also print the report, Save to Images or Export any report in Jenesis.