How do I view the New Policy Status Prompt on Receipts within JenesisNow?
We have added a new feature for system prompts anytime a client tries to make a payment on a canceled or pending canceled policy.
Click on the policy which has been canceled.
Clients
What is the Default for Deleted Vehicles within JenesisNow?
We updated the Personal Auto Policy Screen, specifically the Vehicles section.
To remove a vehicle a client no longer owns, go to the Vehicles section in the Personal Auto Policy screen and click on the vehicle.
How do I Manage Client’s with Multiple Businesses in JenesisNow?
How to add a customer in your system that owns multiple businesses in JenesisNow.
How do I use the Email Integration feature in JenesisNow?
This video tutorial will give you a quick overview of the Email Integration feature in JenesisNow.
How do I setup and use the consent fee form in JeneisNow?
Start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations.
How do I add a Sales Pipeline in JenesisNow?
First, you’ll want to set up a series of Dashboard cards. To add a dashboard card, click the plus sign. Different options will open in a pop-up window, but we will select Client.
How do I use a spell checker when writing an email in JenesisClassic?
Your email now has a spell checker. A red line will appear under the word if you misspell a word while writing an email.
How do I add a receipt to a customer’s file in your JeneisNow?
You can do this from either Receipts or Policies. For this example, we’re using Policies.
How do I set up my client portal in JenesisNow?
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.
How do I Set Up Downloads for Addresses in JeneisNow?
Allowing Downloads to update Addresses. How to Set Up Downloads for Addresses in JeneisNow.
How do you apply your User’s Signature to your Acord form in JenesisNow?
JenesisNow – Agent Signatures on Acord 25. How to apply your User’s Signature to your Acord form in JenesisNow.
How do I set up a Suspense in JeneisNow?
How to set up a Suspense in JeneisNow. First, go to the toolbar to the left of the screen, hover over suspense, and select New Suspense.