Policies

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.

Go to the policy page, then go to the Policy Info card; inside this card, click on the Renew Policy button, which will bring up a Renew Policy pop-up window.

If you write Umbrella policies for commercial or personal policies, you will be happy with the update we have made, which will allow you to add underlying policies with your umbrella policies.

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 page.

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 may sort by Policy Type,

We have made an update to make it easier to pull up your clients’ information within the policy.
On the Client View page, it is easy to view the client’s information,

We have added the ability to add a named non-owner policy or to turn a personal auto policy into a non-owner policy.

Our recent update allows you to customize your client and policy screens by hiding the actions, receipts, and invoice cards.

We have enhanced the commission tracking capabilities inside of JenesisNow. This will help track your agents’ EFTs and multiple policies if you would like to give bonuses or awards to your agents.