by Phil Price | Jun 8, 2022
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....
by Phil Price | May 18, 2022
JenesisClassic -Adding Certificate Signature for Client Portal How to select the default agent signature in JenesisClassic. On the top of the page you’ll find a menu bar. Select Utilities, then select Agency Setup. You’ll notice a window titled Agency Setup for...
by Phil Price | May 11, 2022
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....
by Phil Price | May 11, 2022
How to set up and use WeSignature Integration in JenesisNow. JenesisNow- WeSignature Integration First, on the left sidebar, go to Agency (AGY) and select All Locations. A new screen will appear titled Agency Location. Choose the location you want to turn on...
by Phil Price | May 3, 2022
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...
