How do I setup and use the consent fee form in JeneisNow?

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...

How do I find policies using quick access in JeneisNow?

How to find your policies using quick access in JeneisNow. 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...

How do I add a Sales Pipeline in JenesisNow?

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....