Скачать или смотреть JenesisClassic - EZLynx Integration

A quick tour of how to Integrate EZLynx with JenesisClassic.

Jenesis insurance software for agents was thoughtfully designed to help insurance agents serve more clients better, and this feature will streamline the quote generation process. We're so happy to announce that this affordable insurance agency management system from jenesissoftware.com just got better!

This video tutorial will give you a quick tour of the InstaCheck feature.

Here’s more on EZLynx - How to Create a Workflow using the Automation Center:    • Видео  

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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!
http://bit.ly/ThePerfectInsuranceAgency

Have you heard about our new Jenesis Software podcast?
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JenesisClassic - EZLynx Integration

Begin in EZLynx & obtain your quote. Select the Export button, and adjust the Export settings to be Acord XML.

Once you’ve exported the quote and saved to your file, select the Add Quote button from your Jenesis Main Screen. Go to Quote Menu and select EZLynx from the drop-down menu at the top.

Navigate to the EZLynx quote you downloaded as an Acord XML, and select OK. The system asks you if you have rates for this quote, select Yes.

Once the information is imported into Quote Control and the client details are completed, select the Stored Rates button at the bottom of the quote screen. View your stored rates (imported from EZLynx), select the best one, click the Import Stored Rate button in Quote Control, and select Close on the pop-up box.

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


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Send any additional questions to [email protected]


Check out the Video on Rating with ITC TurboRater in JenesisClassic here:    • JenesisClassic - Rating with ITC TurboRater  


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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 JenesisClassic 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.