by Gopal D | Apr 26, 2023
Setting up the J-Rater for a carrier (NC only) within JenesisNow JenesisNow- Setting up the J-Rater for a carrier (NC only) This video will show you how to set up the J-Rater for a carrier. First, go to your profile by going to the top blue menu ribbon, selecting your...
by Gopal D | Apr 26, 2023
Using J-Rater (NC only) within JenesisNow JenesisNow- Using the J-Rater (NC only) This video will show how to use the J-Rater to rate a policy in JenesisNow. Go to the client you would like to rate. In the client view screen, locate the orange fields; if these are not...
by Gopal D | Apr 18, 2023
Text Users (Agents) from within JenesisNow JenesisNow- Text Users (Agents) from within JenesisNow We have updated JenesisNow to allow you to send another text to another user in your agency. To send a text to another user, click on the paper airplane icon in the blue...
by Gopal D | Apr 17, 2023
Enhancements to the Letter Templates within JenesisNow JenesisNow- Enhancements to the Letter Templates We recently added the ability to print templates created in the user profile under the preferences section, and now we have enhanced that capability within...
by Gopal D | Apr 17, 2023
Automatic Suspense Option for New Business within JenesisNow JenesisNow – Automatic Suspense Option for New Business We have added a feature that will prompt you to create a suspense when the policy status is marked active. For this to work, you will need to...
