by Phil Price | May 18, 2022
JenesisClassic -Adding Certificate Signature for Client Portal How to select the default agent signature in JenesisClassic. On the top of the page you’ll find a menu bar. Select Utilities, then select Agency Setup. You’ll notice a window titled Agency Setup for...
by Phil Price | Apr 10, 2022
How to generate a Certificate of Insurance and send it to multiple Certificate Holders in JenesisNow. JenesisNow- Emailing a Certificate to multiple Certificate Holders To access the Acord Library, go to the top of the screen and select Acord Forms. Once in the Acord...
by Phil Price | Mar 29, 2022
How to set up a Client Portal using your JeneisNow System JenesisNow -Setting up the Client Portal How to set up a Client Portal using your JeneisNow system. First, you’ll need to tell us you’d like to have access to the Client Portal. Once you’ve done this, we’ll...
by Phil Price | Feb 10, 2022
How to set up your client portal for your team members as well as your insured in JenesisClassic. JenesisClassic- Setting up the Client Portal How to set up your client portal for your team members as well as your insured in JenesisClassic. 3 things covered in this...
by Phil Price | Jan 25, 2022
How to use WeSignature with JenesisClassic. JenesisClassic – WeSignature How to use WeSignature with JenesisClassic. To begin, you need to make sure you’re in J-images within the client’s account. Either you can access them from the main...
