by Jenesis Software | Sep 9, 2022
How to add a receipt to a customer’s file in your JeneisNow system. JenesisNow- Receipting You can do this from either Receipts or Policies. For this example, we’re using Policies. Scroll down to Policies and select a policy. In Policy View, notice Receipts to...
by Phil Price | Aug 23, 2022
How to set up your client portal in JenesisNow. JenesisNow – Setting Up the Client Portal Following the setup of your client portal, you’ll start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations. Now choose your location....
by Phil Price | Jun 28, 2022
Allowing Downloads to update Addresses. How to Set Up Downloads for Addresses in JeneisNow. JenesisNow – Allowing Downloads to Update Addresses Begin by going to the left sidebar, hover over Agency, then selecting All Locations; enable the option to allow...
by Phil Price | Jun 28, 2022
JenesisNow – Agent Signatures on Acord 25. How to apply your User’s Signature to your Acord form in JenesisNow. Agent Signatures on Acord 25 – JenesisNow First, we need to set up the user signature. To set up a user signature, go to the left side...
by Phil Price | Jun 28, 2022
How to set up a Suspense in JeneisNow. JenesisNow – Suspenses First, go to the toolbar to the left of the screen, hover over suspense, and select New Suspense. A window will appear to fill out the fields. By checking Critical, it’ll make the suspense...
