Jenesis Agency Management System lets your search for your clients through a number of quick and easy ways including the phone number. Whether its a cell phone, work phone, home phone or any other just type the phone number in the field and any profile with that number listed is right at your fingertips.

Step 1:  Type in the number in the Phone Search area of the main screen
Step 2:  Double click the profile you wish to access

 

Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter and choose the one you want to work with. Its that simple.

To Process Downloads

Step 1:  From the Main Screen click Upload/Download in the ribbon
Step 2:  Select Process Download
Step 3:  Find the Location Filter and Choose the Location you want to work with

Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client or the policy level.  We also give you the ability to email, text, save to images and view as PDF.  These options give you flexibility to send documents and store them for later use.

To access the memo and use these features follow these steps

Step 1:  Go to the Client Profile or the Policy
Step 2:  From the Client Level click Tools, From the Policy Level click Forms
Step 3:  Select Memo
Step 4:  Create your Memo including who it goes to and the content.  Don”t forget you can create templates in the Select Pre-Written Memo option
Step 5:  To Email or Text select the Send Email or Text button.  To View as PDF or Save to Images select View & Print Letter