JenesisNow August Product Update

Cool features 

All other features

  • We have add a User field at the client level like we have for polcies.

Learning a New Insurance Agency Management System is Simple with Jenesis

Here at Jenesis, we understand that learning a new insurance agency management system can be overwhelming and stressful. Our team is here to walk you through all the different stages of learning, ensuring that you feel supported every step of the way. 

The Three Stages of Learning with Our Insurance Agency Management System

Stage 1: “Awkward”

When you first begin using Jenesis, it’s normal to feel awkward. This initial learning phase is characterized by unfamiliarity with the system and uncertainty about how to accomplish your daily tasks. You might find yourself second-guessing each action and spending more time than usual navigating through features.

At Jenesis, we recognize this as a natural part of the learning curve. Our support team is dedicated to making this transition as smooth as possible by offering expert support and training opportunities. We’re here to answer your questions and guide you through those first steps. We encourage you to also check out our FAQs page and our YouTube channel for answers to commonly asked questions and video tutorials on navigating Jenesis features. 

Stage 2: “Mechanical”

As you continue to learn and practice with Jenesis, your actions will become more mechanical and precise. This learning stage is marked by a greater understanding of the system’s functions, but your interactions may still feel somewhat rigid and deliberate.

During this phase, our team provides ongoing support designed to help you refine your skills and gain confidence in your abilities. Our goal is to ensure that your proficiency grows steadily, allowing you to perform tasks more efficiently.

Stage 3: “Fluid”

Finally, with continued practice and support, your actions will become fluid, showing a seamless execution of your skills. This stage represents mastery of the Jenesis software, where tasks are performed with ease and confidence. You’ll navigate the system effortlessly, making full use of its features to enhance your agency’s operations.

Our team celebrates this achievement with you and remains available for any advanced training or support you might need. We believe in continuous improvement and are committed to helping you leverage Jenesis to its fullest potential. At Jenesis, we take pride in our personalized approach to customer support. Our goal is to empower you with the knowledge and skills needed to excel with our insurance agency management system. Whether you’re just starting out or seeking to enhance your expertise, our team is here to guide you through every stage of your learning journey.

JenesisNow July Product Update

Cool features 

  • Users are now able to use an existing email/letter/text template into any email campaign.    https://youtu.be/6KLT_pSDo6Y
  • When adding a new client into JenesisNow, if there is already another client with the same email address, the user will be notified and will have the option to continue adding a second client with the same email address or cancel and use the existing profile.   https://youtu.be/sIjeghutfAQ
  • Added a way not to include all people in the people card on the client view.   https://youtu.be/UmEAjbVO4r0
  • You are now able to change the setting for your Pending Renewal dashboard card to include any combination of policy status and not just active or pending renewal.    https://youtu.be/QlWjSioAQ8U
  • We have added No Flood Policy to the email and text marketing campaigns.    https://youtu.be/6ccaGLHLt2o
  • Agencies are now able to restrict user access by IP address. This is useful for agencies who only want users to access the system from the office or any known location.    https://youtu.be/HQNGOdelfPE

All other features

  • We have made the following changes to receipts:
    *ACH/EFT to Agency added as a payment method
    *Electronic added to paid how
    *Amount Tendered changed to Amount Received
  • Added a field to the policy screen for Agency Fees.
  • You now have the ability to add images to the email and text templates.
  • When choosing a custom date range for reports, if the report is saved, the custom date range, for example Last 7 Days, will be remembered when the report is recalled in the future and the from and to dates will be adjusted accordingly.
  • We have added First Name and Last Name to the Book of Business report.
  • Text messages now attach to all clients with the same phone number rather than just the first client found with that phone number.
  • We have added the ability for a user to set their status so other users will be able to see on the User Dashboard Card if someone is active, in a meeting, away, etc.
  • We have added the option for the user to hide a download file for 7 days and then it will automatically reappear. This will be useful for things like an Edoc or Message file when the policy download has not yet been received.
  • We have added Action Over Exclusion as a coverage option for commercial policies.