How do I use Policy Tags in JenesisNow?

Policy Tags within JenesisNow JenesisNow- Policy Tags 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. First, go into a policy, scroll down to the Policy Tags...

How do I Manually Renew Policies within JenesisNow?

Searching for Clients within JenesisNow JenesisNow- Manually Renewing Policies In this video, we will go through the steps to renew a policy manually in JenesisNow. Go to the policy page, then go to the Policy Info card; inside this card, click on the Renew Policy...