How do I Delete or Restore Images in JenesisClassic?

How to delete and recover images in JenesisClassic. JenesisClassic Deleting or Restoring Images 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. Then,...

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...