How to store multiple rates using quote control in JenesisClassic?
The feature allows you to store more than one rate at the same time. By hitting Shift on your keyboard, you can select multiple lines at once.
JenesisClassic
How do I use a spell checker when writing an email in JenesisClassic?
Your email now has a spell checker. A red line will appear under the word if you misspell a word while writing an email.
How do I Delete or Restore Images in JenesisClassic?
To begin, pick a client’s name to access that person’s profile. In the client profile, at the bottom of the page, look for the tab titled Client Images, and click it.
How do I Bridge to a Company from Quote Control in JenesisClassic?
How to bridge to a company from quote control in JenesisClassic.
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 re-shop a policy that’s up for renewal?
Have any of your clients come up for renewal? Wouldn’t you love to know a simple way to re-shop their policy for a smooth insurance policy renewal?
How do I Manage Claims in JenesisClassic
Managing claims is easy in JenesisClassic and this video shows you how.
How do I store Rates in Quote Control in JenesisClassic?
JenesisClassic allows for the convenience of storing several rate quotes in Quote Control.
How do I use the Policy Type Tool in JenesisClassic?
If you’re doing a conversion from JenesisClassic to JenesisNow, it’s important to note that your policy types match up prior to the final conversion.
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.