Reviewing Receipts in Jenesis is easy. You can review them from the Client Level or the Policy Level.

Step 1: Search for the Client
Step 2: Click the Review Receipts button at the bottom of the screen.
Step 3: You can also edit and view receipts by double clicking the policy
Step 4: Click Review Receipts

Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel.

Step 1:  From the Main Screen select Reports and Production

Step 2:  Place a check mark next to the Report you want to export

Step 3:  Click Export

Step 4:  View your Report and use Excel to sort, filter or save and send

 

Do you know how well your client referral program is working for you?  Jenesis has added two convenient reports to help you track Client Referrals and Quote Referrals.

Step 1:  From the Main Screen select reports

Step 2:  Select Production

Step 3:  Select Marketing

Step 4:  Select Client Referrals or Quote Referrals

Step 5:  Put in a date range and select preview