Jenesis Insurance Management Software just added a great new way to streamline your policy view. View Active policies, Pending Cancels, Renewals and more.

Step 1: Choose your client
Step 2: Click the dropdown in the filter area.
Step 3: Choose the policy status you want to see

There are times when you need to include additional information on you invoice.

Maybe you want to tell people who to make checks payable to or other important information.

In Version 17.8.0 and higher of Jenesis Insurance Management Software you can create invoice footers to help with this very thing.

Step 1:  Open the client profile

Step 2:  Open the policy

Step 3:  Click Invoice

Step 4:  Click Create/Edit Invoice Footer

Did you know that all of a clients suspenses are tracked on the Client Main Screen in the Jenesis Insurance Management System.

Did you know that you can even search those suspenses to save time and find the information you need quickly and easily?

Its all true.

Step 1:  Open the client profile

Step 2:  Click the Suspense Tab

Step 3:  Type what you are looking for in the Filter Suspense Description box