How to Search for Clients within JenesisNow?
This video will demonstrate how to search for your clients inside JenesisNow. There are a few ways to find your client.
Clients
What is Linking Companies within JenesisNow?
This video will show how to add a website link to a company profile within JenesisNow. Go to the left-vertical toolbar, click on Companies,
What is Imperial Finance PFS Integration within JenesisNow ?
This video will show how to integrate Imperial Premium Finance with JenesisNow. The Imperial Premium Finance website is at ipfs.com, where an account must be set up.
What are the Improvements for the Coverages on Split Screens within JenesisNow?
This video will show some changes we made to the coverage screens when using split screens on wide-screen monitors. Previously, when you would go into the coverage screen,
How to Add Underlying Policies for Umbrella Policies within JenesisNow?
If you write Umbrella policies for commercial or personal policies, you will be happy with the update we have made, which will allow you to add underlying policies with your umbrella policies.
How to Generate FS-1 Forms for NC Business Auto Policy within JenesisNow?
We have made an update for our North Carolina agents; you now will have the ability to generate FS-1 forms on the Business Auto BAP Policy page.
How to Auto Save Sort by Selection on the Policy List within JenesisNow?
We have updated the client view screen, allowing you to see the client’s policies on file with your agency. In the Policies card, you may sort by Policy Type,
How do I Add Tags to People within JenesisNow?
We have added a feature allowing you to add tags to people. To accomplish this, on the client view screen, click on the client you would like to add a tag,
How do users add a Picture to their User Profile within JenesisNow?
We have created a feature to allow you to add a picture of yourself to your user profile. To accomplish this, go to your user profile page,
How to Edit the Date on Receipts (Admin) within JenesisNow?
We have now added the ability to edit a date on a receipt for anyone with admin or payment rights. To accomplish this, in the client view screen, go to the receipts card
How to Edit Users on Receipts (Admin) within JenesisNow?
We have now added the ability to add a particular user to a receipt for anyone with admin rights. To accomplish this, in the client view screen, go to the receipts card
How to Merge Duplicate Lienholders within JenesisNow?
We have now created a feature to merge lienholders, so if you made a mistake and created two, it will merge them into one lienholder rather than having them in twice.