Update to the Customer Folder within Agency Advantage.

Jenesis insurance software for agents was thoughtfully designed to help insurance agents serve more clients excellently, and now, we get to serve Agency Advantage users too! This video shows the update to the customer folder within Agency Advantage. We're so happy to announce the acquisition of Advantage Information Systems, Inc., more popularly known as The Agency Advantage.

Find out more about the July 2021 acquisition here:[ Ссылка ]

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Jenesis Software, an affordable insurance CRM software, helps Insurance Agents to 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!
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Agency Advantage - Update to Customer Folder

We have added a feature to allow the user to choose which tab they want to see first between the Policy or History tab when entering a customer profile. To accomplish this, click the Setup tab at the top of the screen, then User Setup below the tabs, and then choose your user in the first column. Below the Autocomplete PDF Printer Descriptions is where to find the Default Client Tab. Click inside this field and make your selection and then click the save button at the bottom of the page. With this now saved, your choice will automatically be shown when you go to the customer's profile.

Still, have questions? Check out www.jenesissoftware.com or Request a demo here: [ Ссылка ]
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Feel free to contact us with any questions
• Email support@jenesissoftware.com
• Chat with us at www.JenesisSoftware.com
• Call 828-245-1171 Option 1

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Send any additional questions to info@jenesissoftware.com

To learn about attaching images and files in Agency Advantage, watch this: [ Ссылка ]

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About Jenesis Software
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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 for his customers.

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