JenesisClassic - Copy a carrier(s) to other location(s).

JenesisClassic has replaced buttons on the Company Setup Screen to allow agents to easily copy carrier information to other locations.


This video tutorial will show you how to copy carriers to other locations.


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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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JenesisClassic - Copy a Carrier to Other Locations

The company setup screen has a new button at the bottom, “Copy to Other Location(s)” specifically to streamline this process for multi-location agencies.

This is useful if you have entered new carrier information for one location for your agency, and wish for that carrier’s information to also be listed at other locations.

Once the new Company’s information has been entered, select the Copy to Other Location(s) button. You may also enter several new Companies’ information and use this same option to copy “All Carriers for this Location” to other locations.

Make your to and from selections for only one carrier or all carriers in the pop-up box, and select Continue.

Options are available to copy one or all carriers to one or all locations.

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Feel free to contact us with any questions
• Call 828-245-1171 Option 1





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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.