Policies

Sometimes when downloading policies, duplicates will appear, but now there is an easy way to merge these two files in JenesisNow.

Go to the Policies section to merge these two policies,

In the personal auto policy screen, go to the Drivers section, and click on the driver for whom you are adding the violations to bring up the driver window screen.

and click the plus sign to make a new note. In the pop-up window, type your desired note; then, to add media, there is a light blue button that states Add Media, click this button,

On the client view screen, go to the policies card, click the plus sign on this card to add a new policy, and then choose windstorm policy commercial.

policy, and then choose windstorm policy personal. In the personal windstorm policy, the top section, the client section, is similar to all other policies; therefore, fill in this information as normal.

JenesisNow is now offering a new policy type, Garage and Dealers policy.

To add a new policy, click the plus sign on the policy section, which opens a pop-up window where you will select the policy to be managed.

Go to the left-side vertical toolbar, locate the Agency icon, and click My Agency. In this new window, Agency Edit Page, there is now a card box for creating a custom policy.