How to Search for Drivers under Advanced Search within JenesisNow?
In the advanced search option, you can now search for drivers by name. This is done by clicking on the white magnifying glass in the upper-right corner of the page.
Clients
How to Add Ability to view Client’s information within the policy within JenesisNow?
We have made an update to make it easier to pull up your clients’ information within the policy.
On the Client View page, it is easy to view the client’s information,
How to change font and text color on Marketing Campaigns?
On the Edit Agency Location page, in the Location Marketing card, go to the campaign you would like to customize by clicking the blue Edit button in the Email,
How to Add a Text Message Specific Card within JenesisNow?
We have made updates to see how you see text messages from your clients in JenesisNow. Now, we have a dedicated section on the Client View page for text messages.
How to Use JenesisNow for Your Life & Health Clients?
On the JenesisNow dashboard, you will find many things to help your day. There is integration with FormStack, WeSignature, and DocuSign for your electronic signature needs,
How to Setup your Location within JenesisNow?
First, go to the vertical left-side menu, hover over Agency, and click All Locations bringing up the Agency Locations page. When starting,
What is the Client and Policy Detail Report within JenesisNow?
First, go to the left-vertical menu, hover over reports, and click reports to bring up the Report page. On the Reports page, go to the Base Reports section
How to Setup the J-Rater for a carrier (NC only)?
First, go to your profile by going to the top blue menu ribbon, selecting your profile, and then clicking the blue Profile button bringing up the User’s page.
How to use J-Rater (NC only) within JenesisNow?
Go to the client you would like to rate. In the client view screen, locate the orange fields; if these are not present, your rating may not be on;
What are Prebuilt Reports within JenesisNow?
Go to the left-sided vertical menu, hover over the reports icon, and click on reports to bring up the Reports page. On the reports page, in the first column,
How do I make a Personal Auto Policy a Non-owner Policy within JenesisNow?
We have added the ability to add a named non-owner policy or to turn a personal auto policy into a non-owner policy.
How do I Text Users (Agents) from within JenesisNow?
To send a text to another user, click on the paper airplane icon in the blue ribbon menu at the top, bringing up a pop-up window.