by Phil Price | Jun 6, 2023
Policy Tags within JenesisNow JenesisNow- Policy Tags In this video, we will demonstrate the function of policy tags, which will help differentiate between multiple policies a client might have in the system. First, go into a policy, scroll down to the Policy Tags...
by Gopal D | May 23, 2023
Add Underlying Policies for Umbrella Policies within JenesisNow JenesisNow- Ability to add Underlying Policies for Umbrella Policies If you write Umbrella policies for commercial or personal policies, you will be happy with the update we have made, which will allow...
by Gopal D | May 22, 2023
Generate FS-1 Forms for NC Business Auto Policy within JenesisNow JenesisNow- Generate FS-1 Forms for NC Business Auto Policy We have made an update for our North Carolina agents; you now will have the ability to generate FS-1 forms on the Business Auto BAP Policy...
by Gopal D | May 21, 2023
Auto Save Sort by Selection on the Policy List within JenesisNow JenesisNow- Auto Save Sort by Selection on the Client Screen We have updated the client view screen, allowing you to see the client’s policies on file with your agency. In the Policies card, you...
