Frequently Asked Questions

Back up Jenesis

With Jenesis Closed,

Choose a workstation (Jenesis recommends that you alternate workstations each day, thus giving you a different recovery point should the backup for that day become corrupt)

Click the Start Button

Click Programs or All Programs (Depending on the Windows Version)

Click Jenesis

Click Backup Data

A box should popup, then disappear when the backup is complete

Installing Jenesis from a CD

Insert the Jenesis CD in your computer’s CD-ROM drive. Jenesis setup should start automatically but if it does not, go to Start >> Run >> enter D:\Setup if D is your CD-ROM drive. If not substitute D for your actual drive letter or browse to find the CD-ROM.

Follow the prompts and always choose Typical if given the Typical option.

If you want to use your server as a workstation you will need to make the server see itself as an F drive as well as a C drive. To do that you need follow the instructions below.

To install Jenesis on the server you will need an F: drive. To map an F: network drive, please refer to Microsoft's website article 308582 http://support.microsoft.com/default.aspx?scid=kb;en-us;308582&sd=tech

Update from Web Site

1. Go to www.jenesisonline.com

2. Click on Jenesis User Login

3. Click on Standard Membership and enter the user name and the password.

4. Click on Jenesis Update

5. Choose Save

6. Choose Desktop from the dropdown option at the top of the screen where it says "Save In" then click Save. The download will take 4 to 6 minutes.

7. When prompted, choose Open. If you are not prompted for anything after the download, go to your desktop and double click the update.exe icon.

8. At this point make sure everyone is out of Jenesis on the server and click Unzip. You will get a message that says one file unzipped successfully and you can click OK then Close.

9. If you are on a workstation, go to Start, Programs, Jenesis and choose Update from Server. If you are on the server go to the next step.

10. Open Jenesis and make sure you have the new version by finding the version name on the Sign In Screen.

11. While on the Sign In Screen, click the Database Maintenance button and follow instructions.

12. You can now go to all workstations and repeat step 9 above.

Compact and Repair

Make sure everyone is out of Jenesis and go to Start, Programs or All Programs, Jenesis then choose Compact & Repair. This should be done about once every month.

Company Setup

1. Down Payments

There is a down payment percentage field for auto where you enter your default down payment percentage with a decimal point so that 20% would be .20 for example. There is also down payment percentage fields where you enter the percentage using a normal format where 20% would be 20% for example. You have the choice of entering the down payment percentage for new six month policies, renewal six month policies, new twelve month policies and renewal twelve month policies.

2. Commissions

You can enter a commission percentage using a decimal point before where 10% would be .10 for example. You can enter a percentage for auto, home and commercial. This percentage is used in calculating total commissions on reports found off the Jenesis Main Screen under Reports then Production Reports.

3. Next Contract/Policy Numbers

This is where you can enter a policy number or premium finance contract number that Jenesis will use to assign to policies or contracts.

4. Draft Numbers

This is where you enter a draft number to be used by a premium finance company.

5. Remittance Method

This is where you choose the method of remittance for this company. You can either choose “Check” if you normally print a check to mail the premiums you collect to the company or “Draft” if this company drafts the money from your account.

6. Remittance Batch

This is where you tell Jenesis if this company processes the remittance in a batch or individually. The Remittance Batch and the Remittance Method are both used in J-Books which is Jenesis’ Accounting Feature.

User Setup

1. Show Notes First

Turning this feature on will display the notes screen each time you go into an client’s main screen.

2. Additional Premium Notice

Turning this feature on will display the Additional Premium message box each time you enter a policy screen where an additional premium is due.

3. Backup Prompt

You can choose to have Jenesis remind you every so many days that you can specify to backup your data to that computers local hard drive. The data is backed up in your local C:\Jenesis\Backup directory.

4. Login Password

This is where you choose if you want Jenesis to require a password for you or someone else to log into Jenesis using your name.

5. Receipt Password

This is where you choose if you want Jenesis to require a password to process a receipt. This will prevent another agent in the office from sitting down at your computer and processing a receipt under your name.

6. Receipt Editing/Voiding

This security right can only be set by a System Administrator. This will allow the user to void and edit receipts.

7. Accounting Access

This security right can only be set by a System Administrator. This will allow the user to access the Jenesis accounting module called J-Books.

8. Account Locking

This security right can only be assigned by a System Administrator. This will allow the user to lock a client account. Reasons an account would be locked would be to prevent another user from taking a receipt on an insured who had an outstanding bad check with the agency.

9. System Administrator

This security right can only be assigned by a System Administrator and mostly give this use the right to edit other user rights.

10. Disable Add Client Button

This security right can only be assigned by a System Administrator. If checked, this will not allow this user to click the Add Client button on the Jenesis Main Screen. This could be used to force the user to add a client using Quote Control.

11. Absence Tracking

This can only be accessed by a System Administrator. This is where the management can keep track of a users work absence.

12. Suspense Options

The user can view future suspense or all suspense’s.

13. Notes

Only a System Administrator can view User Notes. This can be used by management to make notes concerning a user regarding work performance.

Manual Auto Policy Renewal

1. The insurance company must first issue the renewal offer.

2. Click the Auto button on the Client Main Screen at the bottom of the Auto tab. This will take you to the Auto Policy List Screen.

3. While the auto policy that is to be renewed is selected, click the Renew button at the bottom of the screen. This will create a new term of the policy and prompt you to enter the new premium.

4. This policy is now ready for the insured to come in and all you have to do process the receipt. Also, when the policy is sitting there ready to be renewed, if you use System Letters, and you should be using System Letters, this will enable Jenesis to print this insured a letter or postcard notifying them of the pending renewal.

Download Auto Policy Renewal

1. You must first download the data. See Upload/Download for a specific company.

2. After the data had been downloaded and imported. Click the Process Download button.

3. The first screen that you will see is the Renewal Screen. Click on the first policy in the list. This will pull up that policy in the background in Jenesis. If you are ready to accept that renewal offer into Jenesis, click the Renew button on the Renewal Screen.

4. You are done. Jenesis will automatically create a new term with the new premium and dates and also will make a note that the renewal was done.

Budg-O-Matic Download and Upload

From the Main Screen click Upload/Download, click Budg-O-Matic
Budg-O-Matic Download and Upload

Budg-O-Matic Download

If this is the first time Downloading Select First Time Set-Up

Enter your code BFI# or NCPF#

Select Finish

Click Download Inquiry

A black box will show while the download processes.

(If box does not go away after cursor ceases blinking, place mouse on the MS-DOS icon in the upper left corner of window right click the mouse, select Properties, check the box that says Close on Exit, select ‘Apply’ and ‘Close’)

Click Import Inquiry

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Budg-O-Matic Upload

Click Build Payment File

View Report, Print a copy for your records THEN MAKE SURE TO CLOSE THE REPORT

Click Upload Payment & Contracts

Discovery Download and Upload

From the Main Screen click Upload/Download, click Discovery

Discovery Download:

Select ’Account Inquiry Download’

Once the download completes:

(If the DOS window does not close automatically, place the mouse on the MS-DOS symbol, right click, select Properties, check the box ‘Close on exit’, Apply then OK.)

Select ‘Account Inquiry Import’

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Discovery Upload:

Select ‘Build Upload File’

Once the file is built:

View it, Print a copy for your records And CLOSE the report!!!

Then Select ‘Upload’

IVA Download and Upload

From the Main Screen click Upload/Download, click Innovative

Innovative Download:

Select ’Account Inquiry Download’

Once the download completes:

(If the DOS window does not close automatically, place the mouse on the MS-DOS symbol, right click, select Properties, check the box ‘Close on exit’, Apply then OK.)

Select ‘Account Inquiry Import’

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Innovative Upload:

Select ‘Build Upload File’

Once the file is built:

View it, Print a copy for your records And CLOSE the report!!!

Then Select ‘Upload’

GMAC/PDQ Help

After you have updated your PDQ

To Open the GMAC Screen:

From the Main Screen click Upload/Download, click GMAC Insurance, click Copy PDQ to Jenesis

When the download is complete, you may process the mail, print the download information for manual entry later

From the Main Screen click Upload/Download, click GMAC Insurance, click Download Processing

Inst-a-Check Fonts (download from web site)

1. Goto www.jenesisonline.com

2. Click Jenesis User Login

3. Click on Standard Membership and enter the user name and the password.

4. Scroll down and Click on Jenesis Client Page

5. Scroll down and Click the Inst-a-Check Download for your version of Windows

6. Click Save

7. Choose folder to download to and click Save. (Desktop is suggested)

8. After the file is finished downloading, click Open.

(If you are not given the option to choose Open find icfonts.exe or icfontsnt.exe on your desktop and double click it. )

9. Choose Unzip

10. When you get a message that one file has unzipped successfully, choose OK then Close