JenesisNow Webbased Insurance Agency Management System

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=TqmGaeLldyQ

How to navigate your management system in JenesisNow. • • Jenesis insurance software for agents was thoughtfully designed to help insurance agents better serve clients while growing their agency, and this video shows you how to navigate your management system in JenesisNow. We're so happy to announce that this affordable insurance agency management system from jenesissoftware.com is always improving! • • • Get a full overview of Company Setup in JenesisNow here: • Video • • ______ • Jenesis Software, an affordable insurance CRM software, helps Insurance Agents efficiently manage personal and commercial clients by keeping relevant agency and coverage information in an organized, easy-to-edit, and use insurance agency management system. • • For more valuable information on building your insurance agency, get your copy of The Perfect Insurance Agency - Amazon Bestseller by Jenesis' founder, Eddie Price. Learn how to grow your agency faster, improve team training, and implement simple changes to ensure success! • http://bit.ly/ThePerfectInsuranceAgency • • Have you heard about our new Jenesis Software podcast? • Listen here: https://www.jenesissoftware.com/podca... • Or on iTunes at https://podcasts.apple.com/ca/podcast... • ______ • Make sure to connect with us on social media! • / jenesissoftware • / jenesissoftware • ______ • • JenesisNow -Web Based Insurance Agency Management System • • At the top, find Time Clock, Client Quick Add, Quick Texting feature that lets you text your customer without having to go into their account, and J-Mail messages for interoffice communications about policies and clients that create date time locking stamps. You’ll also find an Accord Library with pre-filled Accord Forms, Ivan’s Markets Appetite, and a calendar with shared events. The Search Bar is on the right. You can use this to search for clients by any part of their name or business name. Next, you can search more deeply by clicking on the magnifying glass icon. • The left side of your dashboard has many options. Suspense (SUSP) lets you get client suspense reminders that will also show up on your dashboard. For Reports (RPTS) and Downloads (DNLD) the system does a download every ten minutes and processes every five minutes. • Once you’re in the Edit Agency Location dashboard, you’ll see Location Marketing in the middle. This is where you are able to send emails or text marketing campaigns. • Other tools on the left sidebar are Tools which you have End of Day, and Commission for tracking by downloading and manual entry. Along with Import Data for your prospect list. Next, you’ll see Email, which allows for two-way email integration, which means your communication with the client will automatically be saved into their account. • When you’re on the dashboard, you can change how it looks by rearranging the cards as you see fit or adding or removing them. • You can find everything you need in one place in Client View. In the Client View, you can sort, get access to Client Portals, send automated receipts and invoices from your system, and access Client Portals. You also have a Suspense card and a Notecard. • Scroll down until you see the button for Media Files. This lets you upload files from your computer or scan them if necessary. You can add tags to Policies to help you remember what they are without having to open them. • When you click on Reports in the sidebar on the left, you’ll be taken to the Reports dashboard, which can be customized to fit your agency’s needs. • • Still, have questions? Check out www.jenesissoftware.com or Request a demo here: https://www.jenesissoftware.com/reque... • ______ • • Feel free to contact us with any questions • • Email [email protected] • • Chat with us at www.JenesisSoftware.com • • Call 828-245-1171 Option 1 • • Subscribe to this YouTube Channel at / @jenesissoftware • Send any additional questions to [email protected] • • For details on Basic Agency Setup in JenesisNow, watch this: • Video • • • ^^^^^^^^^ • About Jenesis Software • ^^^^^^^^^^ • After struggling to find the solutions he craved in insurance agency CRM software, Eddie Price began taking programming classes to create his own. He spent the 90's crafting and developing the robust JenesisNow system you know today. • • His appreciation for technology and marketing, combined with the desire to serve customers efficiently while helping agencies grow, is reflected in the user-friendly insurance agency management software named proudly after his daughter, Jenna. • • This agency management system (created by an agent for agents) was incorporated in 1999 and continues to provide the same personalized customer service and commitment Eddie has always shown to his customers.

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