How do I enter packages for my customers in JenesisNow?
Personal Package, Commercial Package, & BOP Policy Types. How to enter packages for your customers in JenesisNow.
Clients
How do I Add a Certificate Signature for Client Portal in JenesisClassic?
How to select the default agent signature in JenesisClassic.
How do I Email a Certificate to multiple Certificate Holders in JenesisNow?
How to generate a Certificate of Insurance and send it to multiple Certificate Holders in JenesisNow. JenesisNow- Emailing a Certificate
How do I Set up the Client Portal in JenesisClassic?
How to set up your client portal for your team members as well as your insured in JenesisClassic.
How do I add a client receipt using JenesisNow?
How to add a client receipt using your JenesisNow system.
How does the JenesisClassic Client Portal work?
Welcome to the tour of the Jenesis Client Portal! Accessible by clients at yourinsuranceportal.com with assigned credentials.
How do I Manage and Track Sources in JenesisClassic?
Why you should require a source on every quote/policy and how to set up source tracking.
How do I link to a carrier’s website from within a policy in JenesisNow?
How to link directly to the carrier’s website from within your client’s policy in JenesisNow.
How do I search for clients in JenesisNow?
This video tutorial will teach you four ways to quickly search for and find clients (even if you can’t remember their name!) in JenesisNow.
How do I use Quote Control to convert potential clients to customers in JenesisClassic?
This video tutorial will teach you how to navigate and effectively use the Quote Control section to convert potential clients
How do I setup social security number permissions in JenesisClassic?
JenesisClassic is more secure than ever, displaying only the last 4 digits of the clients’ social security number. This video