How do I use Company Setup – “Other” in JenesisNow?

Here’s how to use the new Company Setup – “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow. JenesisNow – Company Setup “other” To add a new company, select Company from the vertical menu bar on...

How do I Filter Suspenses in JenesisClassic?

Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses!   JenesisClassic – Filtering Suspenses Changes have been made to the suspense tab on the client main screen. In the suspense tab on...

How do I setup carrier & coverage in JenesisNow?

You have a new carrier & coverage to offer in your agency, but how do you set them up in your JenesisNow system?   JenesisNow – Company Setup From the JenesisNow dashboard once you log in, select the “hamburger” menu indicator in the top left corner to...