JenesisNow - Website Integration for Quote Form

Описание: Website Integration for Quote Form within JenesisNow

Jenesis insurance software for agents was thoughtfully designed to help insurance agents better serve clients while growing their agency. This video shows you how to use the website Integration from the Quote Form within JenesisNow. We're so happy to announce that this affordable insurance agency management system from jenesissoftware.com is constantly improving!

Learn more about Simply Easier Payments (SEP) within JenesisNow:    • JenesisNow - Simply Easier Payments(SEP)  

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Jenesis Software, an agency management system software, helps Insurance Agents efficiently manage personal and commercial clients by keeping relevant agency and coverage information organized, easy to edit, and use an insurance agency management system.

For more valuable information on building your insurance agency, get your copy of "The Perfect Insurance Agency," - an 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
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JenesisNow- Website Integration for Quote Form

Within your Dashboard, go to the left toolbar, scroll down to Tools, and select Quote Request. In the Open Quote Requests section, click the green Get Embedded Code button. Then, copy the code using the green Copy Code button and follow the instructions provided in the popup window.

After adding the code to your website, a form will appear for visitors to submit their information. To view these submissions, return to the left toolbar, go to Tools, and select Quote Requests. All entries will appear under Open Quote Requests.

If you want to add a submission into your system, check the box next to their information, choose the status and source from the dropdown menus, and click Approve. Once approved, the client will be added to your system. You can then click the Hand icon to go directly to your Client List.

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

Subscribe to this YouTube Channel at    / @jenesissoftware  
Send any additional questions to [email protected]

For details on Basic Agency Setup in JenesisNow, watch this:    • Видео  


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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.

Jenesis agency management system

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.