How do I add Custom Payment Types & Fees in JenesisNow?

How to add your custom fee automation in JenesisNow. Custom Payment types and Fees – JenesisNow To begin, select All Locations under Agency (AGY) on the left sidebar. The next step is to select the area to which you would like to add your payments. Scroll down...

How does the Time Clock feature work in JenesisNow?

An overview of the Time Clock feature in JenesisNow. JenesisNow – Time Clock To enable the Time Clock feature for your agency locations, begin from your JenesisNow main screen, use the vertical menu bar on the left side of the screen to select Agency and All...

Is JenesisNow easy to use? See an overview.

Do you need a true web-based, affordable agency management system to help run your agency, but think switching systems will be costly and painful? JenesisNow is the easiest Insurance Agency Management System on the market! We’re so happy to share the...

How do I use Suspenses in JenesisNow?

How to use Suspenses in JenesisNow.   JenesisNow – Suspenses and How to Use Them Use the vertical menu on the left side to select New Suspense. Complete the New Suspense box to the extent possible. You can select the Critical box to increase urgency, enter...