Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps

Step 1: Access the Client
Step 2: Double click on the Policy
Step 3: Click Quote Control
Step 4: Click Yes to Import the Policy information
Step 5: Answer a few simple questions
Step 6: Rate the client and track the information

Jenesis Agency Management System gives you fields to track why clients purchased and why clients left.

Step 1:  Access the policy

Step 2:  Find the “Why Purchased” field and enter your information

Step 3:  To track “Why Left” select the policy

Step 4 :  Put in your cancel date and select Insured Request

Step 5:  Choose your ‘Why Left” reason

That’s right. We have a great way to generate thank you letters for people who renew their policies with you.
Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers.

Step 1: Go to Utilities from the Main Screen
Step 2: Select Agency Setup
Step 3: Go to the Communications Tab
Step 4: Place a check mark in the box next to Renewal Thank You in either the Direct Mail, Email or Text column. You can select all 3 if you like
Step 5: Hit the Edit Box next to the letter
Step 6: Either begin typing your letter or choose Sample Content

And you are ready for Jenesis to send them. Now all you have to do is maintain those policies.