How do I use Company Setup – “Other” in JenesisNow?

by | Jan 4, 2021

Here’s how to use the new Company Setup – “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow. JenesisNow – Company Setup “other” To add a new company, select Company from the vertical menu bar on...

How do I setup carrier & coverage in JenesisNow?

by | Jan 4, 2021

You have a new carrier & coverage to offer in your agency, but how do you set them up in your JenesisNow system?   JenesisNow – Company Setup From the JenesisNow dashboard once you log in, select the “hamburger” menu indicator in the top left corner to...

How do I use the Tabs feature in JenesisClassic?

by | Jul 13, 2020

  JenesisClassic – Tabs Feature JenesisClassic windows now open as tabs instead of maintaining all navigation inside one window. Now you can navigate from the Dashboard window into a customer profile and into a customer policy, all without having to click...

How do I rename the Suspense box in JenesisClassic?

by | Jul 13, 2020

  Introducing the option to rename the Suspense box in JenesisClassic – one way Jenesis is making your life easier. Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this simple rename feature...