How do I change “Other” Policy Types in JenesisNow?

How to change the policy type from other to homeowners in JenesisNow. Changing other Policy Types – JenesisNow Start by searching for your client by using the Search Bar at the top right corner and type in your client’s name. The Client View page will appear....

How do I add Fees & Taxes in JenesisNow?

How to separate out fees and taxes on your policies in JenesisNow.   Adding Fees and Taxes – JenesisNow You’ll find the following information under a client’s profile: Premium, Policy Fee, and Taxes. Premium is where you enter your pure premium....

How do I Add an Errors & Omissions Policy in JenesisNow?

JenesisNow – Adding an Errors & Omissions Policy Adding Errors and Omissions Policy – JenesisNow On your client view, go to Policies and select the plus sign in the right corner. The Manage Policy Components window will appear. Select what you want to...