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. JenesisClassic- Setting up the Client Portal How to set up your client portal for your team members as well as your insured in JenesisClassic. 3 things covered in this...

How do I use WeSignature with JenesisClassic?

How to use WeSignature with JenesisClassic.   JenesisClassic – WeSignature How to use WeSignature with JenesisClassic. To begin, you need to make sure you’re in J-images within the client’s account. Either you can access them from the main...

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?   Re-shopping Renewals Beginning at the Jenesis Main Screen, select Reports from the top menu. Then select the type...

How do I Manage Claims in JenesisClassic

Managing claims is easy in JenesisClassic and this video shows you how.   JenesisClassic – Managing Claims On the client main screen, notice the Claims tab in the center, below the Comments box. When you select this tab, any existing claims should be...