How does the JenesisClassic Client Portal work?

  Welcome to the tour of the Jenesis Client Portal! Accessible by clients at yourinsuranceportal.com with assigned credentials. Upon sign-in, they’ll be automatically directed to the dashboard. The menu on the left allows them to access their account information,...

How do I Manage and Track Sources in JenesisClassic?

Why should you require a source on every quote/policy? and How to set up source tracking.   JenesisClassic – Manage And Track Your Sources Sources can be found in Quote Control, on the Client Main Screen, and inside your Policy View. Having a source for...

How do I display a Sales Pipeline in JenesisNow?

How to Display Your Sales Pipeline in JenesisNow.   JenesisNow – Adding A Sales Pipeline How to set up your sales pipeline inside JenesisNow, allowing you to follow prospects through until they’re clients. First, from the main screen, click the large plus...

How do I search for clients in JenesisNow?

A quick demonstration on how to search for your clients in JenesisNow.   JenesisNow – Searching For Clients There are several ways to search for your clients inside JenesisNow, including from the search bar at the top, using advanced search options, and...