by Gopal D | May 21, 2023
Added Ability to view Client’s information within the policy within JenesisNow JenesisNow- Added Ability to view Clients Information within a policy We have made an update to make it easier to pull up your clients’ information within the policy. On the...
by Gopal D | May 21, 2023
Change the color and text on Marketing Campaigns within JenesisNow JenesisNow- Ability to change the font and text color on Marketing Campaigns This video will show you how to change your marketing campaigns’ fonts and text colors to customize to your...
by Gopal D | May 21, 2023
Added a Text Message Specific Card within JenesisNow JenesisNow- Added a Text Message Specific Card 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. In...
by Gopal D | May 18, 2023
Using JenesisNow for Your Life & Health Clients JenesisNow- Using 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...
