by Phil Price | Aug 11, 2022
How to process your downloads in JeneisNow. JenesisNow – Download Processing How to setup a Client Portal using your JeneisNow system The first step is to add a dashboard card, which is optional. After clicking the plus sign (+), a window will appear with the...
by Phil Price | Jun 28, 2022
Allowing Downloads to update Addresses. How to Set Up Downloads for Addresses in JeneisNow. JenesisNow – Allowing Downloads to Update Addresses Begin by going to the left sidebar, hover over Agency, then selecting All Locations; enable the option to allow...
by Phil Price | May 19, 2022
How to request your downloads in JenesisNow. JenesisNow – Requesting Downloads First, make sure all of your companies have been added under All Companies. To do this, click on Companies (COMP), then select All Companies, and check to see all your...
by Phil Price | May 16, 2022
How to view and process notes in JenesisNow. JenesisNow – eDocs and Message Downloads First, go to the left side bar and click Downloads (DNLD), then select Download, and company downloads will then appear. Next, under the Status column, there will be a...
by Phil Price | Apr 14, 2022
An overview of Downloads for Commercial Lines in JenesisNow. JenesisNow – Downloads for Commercial Lines In this video, we’ll walk through downloads for commercial insurance lines in JenesisNow. Unsupported means we do not yet have coverage screens built...
