How do I Renew Policies with Increments within JenesisNow?

Renew Policies with Increments within JenesisNow JenesisNow-Renew Policies with Increments We have made an update to renew a policy manually with an Increment within JenesisNow. On the Personal Auto Policy screen, go to Policy Info. section and click the Renew Policy...

How do I Merge Duplicate Policies within JenesisNow?

Merge Duplicate Policies within JenesisNow JenesisNow-Merge Duplicate 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, go...

How do I Add Media to a Note within JenesisNow?

Adding Media to a Note within JenesisNow JenesisNow-Add Media in a Note We have now made it to where you can add media to a note. To add media to a note, go to the note card, and click the plus sign to make a new note. In the pop-up window, type your desired note;...