by Phil Price | Jan 4, 2021
Here’s how to use the new Company Setup – “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow. JenesisNow – Company Setup “other” To add a new company, select Company from the vertical menu bar on...
by Phil Price | Jan 4, 2021
Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses! JenesisClassic – Filtering Suspenses Changes have been made to the suspense tab on the client main screen. In the suspense tab on...
by Phil Price | Jan 4, 2021
JenesisClassic is more secure than ever, displaying only the last 4 digits of the clients’ social security number. This video tutorial will show you how to adjust the social security number display feature. JenesisClassic – Setting Social Security Number...
by Phil Price | Jan 4, 2021
You have a new carrier & coverage to offer in your agency, but how do you set them up in your JenesisNow system? JenesisNow – Company Setup From the JenesisNow dashboard once you log in, select the “hamburger” menu indicator in the top left corner to...
by Phil Price | Jun 23, 2020
JenesisNow – Forms, Applications & Certificates How to print forms, applications, and certificates in JenesisNow- Here are two examples: You need a certificate on a commercial policy. Beginning at the Main screen, select the client’s name. From the...
