by Phil Price | Oct 24, 2022
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...
by Phil Price | Oct 17, 2022
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...
by Phil Price | Oct 17, 2022
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....
by Phil Price | Sep 22, 2022
How to set default coverage options for policies in JeneisNow. JenesisNow -Setting Default Policy Coverages Start by going to the sidebar on the left, hovering over Agency (AGY), and clicking on My Agency. Scroll down to the blue tabs in Agency Edit and click Edit...
by Jenesis Software | Sep 9, 2022
How to add a receipt to a customer’s file in your JeneisNow system. JenesisNow- Receipting You can do this from either Receipts or Policies. For this example, we’re using Policies. Scroll down to Policies and select a policy. In Policy View, notice Receipts to...
