How do I set up the Rater in JenesisNow?

How to use set up the Rater in JenesisNow.   JenesisNow – Setting Up Rater How to set up Jenesis Now to use the Rater to obtain rates from all your carriers. First, make sure all your carriers and companies through whom you’re providing insurance are...

How do I use the Policy Type Tool in JenesisClassic?

  How to use the Policy Type Tool in JenesisClassic. If you’re doing a conversion from JenesisClassic to JenesisNow, it’s important to note that your policy types match up prior to the final conversion. You’re going to have personal lines and commercial...