by Phil Price | Nov 20, 2021
This video tutorial will teach you how to assign default coverage values for policies in JenesisNow. JenesisNow – State Preferences & Coverage Options From the Dashboard, use the vertical menu on the left to select Agency, My Agency to navigate to the...
by Phil Price | Nov 2, 2021
How to use the Progressive Policy Downloader in JenesisNow. JenesisNow – Working with Progressive If you’re running your downloads through IVANS, you don’t have any extra steps to take. The downloads should come in automatically. If you’re using the...
by Phil Price | Nov 2, 2021
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...
by Phil Price | Nov 2, 2021
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...
by Jenesis Software | Oct 19, 2021
How to link directly to the carrier’s website from within your client’s policy in JenesisNow. JenesisNow – Linking to Your Carrier’s website In this video, learn how to set up a link to your carrier’s website from within a policy. This begins at the company...
