Here’s how to use the new Company Setup – “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow. JenesisNow – Company Setup “other” To add a new company, select Company from the vertical menu bar on...
Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses! JenesisClassic – Filtering Suspenses Changes have been made to the suspense tab on the client main screen. In the suspense tab on...
JenesisClassic is more secure than ever, displaying only the last 4 digits of the clients’ social security number. This video tutorial will show you how to adjust the social security number display feature. JenesisClassic – Setting Social Security Number...
JenesisClassic now contains links to the login page for Ivans Exchange & Markets, plus instructional videos, directly from your Jenesis dashboard. Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this...
