by Gopal D | Nov 16, 2022
How do I set-up rating with discovery in JenesisNow? JenesisNow – Rating with Discovery Begin by going into a Client Profile. In Client View, under Info card, find the drop-down for Location, and check to see if the client’s location is already added with the...
by Phil Price | Oct 24, 2022
How to setup and use the consent fee form in JeneisNow. JenesisNow – Fee Consent Form Start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations. Once in Agency Locations, choose your location. (You should do this for every...
by Phil Price | Oct 17, 2022
How to find your policies using quick access in JenesisNow. JenesisNow – Policy Types Quick Access You might not have known this, but when you add policies to your systems for your clients, Jenesis saves those policy types so you can get to them quickly. Click...
by Phil Price | Oct 17, 2022
How to create a sales pipeline in JeneisNow. JenesisNow – Adding A Sales Pipeline First, you’ll want to set up a series of Dashboard cards. To add a dashboard card, click the plus sign. Different options will open in a pop-up window, but we will select Client....
